"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."

• CFP^® (CERTIFIED FINANCIAL PLANNER) Practitioner
• CRPC™ (Certififed Retirement Planning Counselor)
• Active Securities Licenses (Series 6, 7, 24, 53, 63 and 65/66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker-dealer
• Life Insurance Licensed
• Long-Term Care Insurance Licensed
• B.S. in Financial Planning from Purdue University (IN)
• More than 25 combined years experience in financial services and managing a credit union financial planning subsidiary

Contact me at lbanasiewicz@allegacyfcu.org or 336.774.2808 / 800.782.4670 ext. 2808.