Allegiance Financial Group and Cooke Capital are thrilled to announce the recent additions of Keisha Franzen and Brett Thompson to our AFGAS RIA team, marking an exciting expansion for our organization.
Joining us in March of this year, Keisha assumes the role of Associate Retirement Plan Specialist, bringing her expertise to oversee the onboarding, participant education, and enrollment processes for our 50+ retirement plans. With a solid background in the financial industry since 2016, Keisha has garnered valuable experience working with several retirement firms. Her passion lies in empowering 401(k) participants and employers through comprehensive knowledge and education on retirement planning, from enrollment to post-retirement strategies. Keisha calls Central Southwest Florida home and is an enthusiastic skydiver.
This month, we warmly welcome Brett as an Associate Financial Advisor, based in our Vienna, VA office. Having obtained a bachelor's degree in economics from Virginia Tech, Brett commenced his career as a financial advisor in 2021, helping young families, school faculty, and small business owners in achieving financial security in San Antonio, Texas. As he returns to his home state of Virginia, Brett eagerly embraces a new chapter in his life, where he can provide guidance and support to those in his local community. Brett's dedication to educating individuals about retirement and investments, coupled with his unwavering commitment to fostering meaningful client relationships, aligns perfectly with our organization's values.
With the addition of these two pivotal roles, AFGAS remains steadfast in our commitment to delivering an exceptional client experience while fostering continued growth. We warmly welcome Keisha and Brett and invite you to join us in celebrating their valuable contributions to our organization!