• CFP^® (CERTIFIED FINANCIAL PLANNER^®) practitioner
• CRPC™ (Certififed Retirement Planning Counselor)
• Active Securities Licenses (Series 6, 7, 24, 26, 53, 63, and 65) and Investment Advisor Representative 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 Business Administration from Purdue University (IN)

"My goal is to help members learn more about their personal finances and to identify and prioritize goals and solutions through financial planning. I believe in ongoing reviews of a person’s financial plan in order to allow future needs to be met and to ensure original goals are being accomplished."

Contact me at lbanasiewicz@cusonet.com or 336-774-3400 / 800-782-4670.