WINSTON-SALEM, N.C.—Allegacy Federal Credit Union’s Investment Group has been recognized with CUSO Financial Services’ LP 2023 Gold Pacesetter and Keystone Awards for excellence and outstanding service in financial planning.
Gold Pacesetter Award
Allegacy Investment Group was named a Gold Pacesetter program, presented by CUSO Financial Services, LP, which represents an elite group of financial advisors that demonstrate “doing right” for clients through a compassionate and engaging financial planning process.
“This distinguished team transforms the lives of our clients by teaching and empowering them to make smart financial choices, which improves confidence in their financial future, and enables them to focus on the people and activities that bring joy and meaning to their lives,” said Merrill Stewart, Allegacy’s program manager.
Individual members of the Allegacy Investment Group team were also recognized as 2023 Gold Pacesetters, including:
- Tracy Duncan – (supported by Jennifer Gibson and Natalie Denny)
- Tim Bowles – (supported by Karen Porter)
- Sam Critz – (supported by Jennifer Gibson and Natalie Denny)
- Laura Banasiewicz – (supported by Marty Motsinger)
- Ralph Miller – (supported by Pamela McCraw)
- Dan Bernabe– (supported by Pamela McCraw)
Keystone Award
CUSO Financial Services, LP’s Keystone Awards recognize the top three credit union programs with the highest ratio of investment revenue per billion dollars of credit union deposits.
“It’s an honor for our team to be recognized for this award, as it shows our dedication to provide world-class financial planning expertise and experiences to our members,” said Steve Franke, Allegacy’s chief financial planning officer. “We regularly and proudly hear about the many ways our colleagues go above and beyond for those we serve.”