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As CUSO Financial Services, L.P. ("CFS") Financial Advisors at Allegacy Investment Group, we bring experience, professionalism and personal integrity to everything we do. Each professional is licensed and registered in both securities and insurance through CFS* and is uniquely qualified to provide you with sound financial advice. Our focus is on helping you understand your financial situation and building a plan for achieving your goals.

  • Chris Austin
    Financial Advisor
    336.774.3712 / 800.782.4670 ext. 3712 | caustin@allegacyfcu.org

    • Active Securities Licenses (Series 7, 63 and 65/66)
    • Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life Insurance Licensed
    • Long-Term Care Insurance Licensed
    • More than 20 years experience in financial services
  • Laura Banasiewicz
    Financial Advisor
    Certified Financial Planner™
    336.774.2808 / 800.782.4670 ext. 2808 | lbanasiewicz@allegacyfcu.org

    • CERTIFIED FINANCIAL PLANNER™ practitioner
    • CRPC™ (Certified Retirement Planning Counselor)
    • Active Securities Licenses (Series 6, 7, 24, 53, 63 and 65/66)
    • Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life Insurance Licensed
    • Long-Term Care Insurance Licensed
    • More than 25 combined years experience in financial services and managing a credit union financial planning subsidiary
    • B.S. in Financial Planning from Purdue University (IN)
  • Daniel Bernabe
    Financial Advisor
    336.774.3703 / 800.782.4670 ext 3703 | dbernabe@allegacyfcu.org

    • Active Securities Licenses (Series 7 and 66)
    • Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life Insurance Licensed
    • Long-Term Care Insurance Licensed
    • More than 15 years experience in financial services
    • B.A. in Political Science from The University of North Carolina at Greensboro
  • Tim Bowles
    Financial Advisor
    336.794.8499 / 800.782.4670 ext 8499 | tbowles@allegacyfcu.org

    • Active Securities Licenses (Series 7, 63 and 65/66)
    • Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life Insurance Licensed
    • Long-Term Care Insurance Licensed
    • More than 15 years experience in financial services
    • B.S. in Business Administration from Appalachian State University (NC)
  • Sam Critz
    Financial Advisor
    Certified Financial Planner™
    336.794.7058 / 800.782.4670 ext. 7058 | scritz@allegacyfcu.org

    • CERTIFIED FINANCIAL PLANNER™ practitioner
    • Active Securities Licenses (Series 6, 7, 63 and 65/66)
    • Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life and Health Insurance Licensed
    • Long-Term Care/Medicare Supplement Insurance Licensed
    • Management, insurance and financial services experience since 1990
    • B.S. in Industrial Technology Management from Berea College (KY)
  • Candace Dowd
    Registered Financial Assistant
    336.774.3714 / 800.782.4670 ext. 3714 | cdowd@allegacyfcu.org

     

    "My primary goals as a Registered Financial Assistant are to align my skills with our products to deliver outstanding service to our clients and to efficiently support our Investment Representatives in order to help build solid, long-lasting relationships with our members."

    • Securities Licensed (Series 6 and 63) through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life Insurance Licensed

     

  • Tracy Duncan
    Financial Advisor
    Certified Financial Planner™
    336.794.8466 / 800.782.4670 ext. 8466 | tduncan@allegacyfcu.org

    • CERTIFIED FINANCIAL PLANNER™ practitioner
    • Active Securities Licenses (Series 6, 7, 63 and 65/66)
    • Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)*, our broker dealer
    • Life Insurance Licensed
    • Long-Term Care/Medicare Supplement Insurance Licensed
    • Financial services experience since 1991
    • B.S. in Business Administration from The University of North Carolina at Chapel Hill
  • Caroline Georgiadis
    Registered Financial Assistant
    336.774.2745 / 800.782.4670 ext. 2745 | cgeorgiadis@allegacyfcu.org

    "I strive to give our clients outstanding service and build long-lasting relationships with them. Being securities licensed helps me bring strength and support to the team."

    • Securities Licensed (Series 6, 7, 63 and 66) through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life and Health Insurance Licensed
    • Long-Term Care/Medicare Supplement Insurance Licensed
    • B.A. in Media Production from University of Humberside (UK)
  • Jennifer Gibson
    Registered Financial Assistant
    336.774.1694 / 800.782.4670 ext. 1694 | jgibson@allegacyfcu.org

    "I consider it an honor to be able to assist our clients with achieving their financial goals. I strive to provide our clients with the highest level of service. I look forward to helping you and your family with your financial needs."

    • Securities Licensed (Series 7, 63 and 66) through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life and Health Insurance Licensed
    • Long-Term Care/Medicare Supplement Insurance Licensed
    • B.A. in English from West Virginia University
  • Andrea Lawson
    Registered Financial Assistant
    336.794.7091 / 800.782.4670 ext. 7091 | alawson@allegacyfcu.org

     

    "My mission as a Financial Assistant is to nurture member relationships, to help you make smart financial choices. I look forward to being the point person that can assist you with all of your financial needs."

    • Securities Licensed (Series 6 and 63) through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life and Health Insurance Licensed
    • Long-Term Care/Medicare Supplement Insurance Licensed

     

  • Ralph Miller
    Financial Advisor
    Certified Financial Planner™
    336.774.3704 / 800.782.4670 ext. 3704 | rmiller@allegacyfcu.org

    • CERTIFIED FINANCIAL PLANNER™ practitioner
    • Active Securities Licenses (Series 7, 24, 63 and 65/66)
    • Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)*, our broker dealer
    • Life and Health Insurance Licensed
    • Long-Term Care Insurance Licensed
    • More than 20 years experience in Investment Planning
    • M. Ed. from University of Virginia
      B.S. from North Carolina State University
  • Merrill Shaw
    Financial Advisor
    336.794.7094 / 800.782.4670 ext. 7094 | mshaw@allegacyfcu.org

    • Securities Licensed (Series 6, 7, 63 and 65) through CUSO Financial Services, L.P. (CFS)*, our broker-dealer
    • Life and Health Insurance Licensed
    • Long-Term Care/Medicare Supplement Insurance Licensed
    • More than 10 years experience in financial services
    • B.S. in Finance/Financial Management from The University of North Carolina at Charlotte

Our Financial Advisors are registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV & WY. Additional states may become available upon request.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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