Broker Check

Our Team

How We Are Different

How We Are Different

  1. The impact we have on our clients’ lives
    Over the years, we have had the opportunity to see substantive changes take place in how our clients approach and manage their finances. We believe what may have been a major source of stress begins to ease, replaced by peace of mind and a real sense of confidence in their future. We strive to hear our clients tell us their lives have been changed for the better as they gain clarity and control over their financial future.
  2. Our advocacy on behalf of our clients
    Developing and maintaining strong collaborative relationships with our clients’ other professionals is a major part of what we do as their financial advisors. Whether they have existing relationships or need a referral to someone we would recommend, we provide help with organization, coordination, and sometimes even negotiation to help make sure our clients get the best assistance possible.
  3. Our systematic, disciplined approach to investing
    We combine the academic methodology of asset-class investing, with its broad diversification, efficiency and low cost, with specialized, tactical investment programs that are designed to solve specific planning or tax issues. This disciplined approach helps our clients stay focused on their long-term goals and avoid the temptation to react to emotions triggered by short-term market events.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Alexis Crittenden

Compliance Associate | White Plains, NY

(703) 272-4185

Alexis started her journey with Allegiance Financial Group in 2019, taking on the role of Administrative Assistant. Driven by her passion for learning and a desire to expand her horizons, she undertook the Securities Industries...

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Assaf Pinchas, CFP®

Co-Founder, Wealth Advisor | Vienna, VA

(703) 242-5750

Committed to helping our clients achieve what matters most to them, Assaf asks many questions and listens carefully in order to gain a clear understanding of what is most important to them and why. Then, acting as their chief financial...

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Brett Thompson

Associate Financial Planner | Vienna, VA

(703) 272-4184

Brett is dedicated to helping our clients achieve their financial goals and attain financial prosperity. As a financial advisor, he places great importance on actively listening to each individual, understanding their priorities, and...

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Charles Cooke, CFP®, CPFA®

Co-Founder, Wealth Advisor | Wilmington, NC

(919) 417-7005

Charlie is a seasoned financial professional and partner at AFGAS, specializing in comprehensive wealth management for a diverse clientele. With a career spanning over two decades, he has honed his expertise and built a reputation for...

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Elizabeth Hollenack

Client Service Associate | Wilmington, NC

(919) 590-4166

Elizabeth joined the firm in 2024, stepping into the role of a Client Service Associate. With a background in local government spanning several years, she brings a wealth of experience and a fresh perspective to the financial planning...
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Haley Ellis, CFP®, CPFA®

Financial Planner & Integrator | Carolina Beach, NC

(703) 272-4188

After graduating cum laude from Grand Valley State University in Michigan in 2018, Haley fearlessly embraced new horizons by moving to North Carolina to join our firm (formerly Cooke Capital), quickly ascending to a leadership...

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Kay Bragg

Client Service Associate | Cool Ridge, WV

(919) 580-3176

Kay entered into the financial services industry because she wanted a challenge. Thirty years later, she has more than proven she is up to any challenge the industry can deliver and is truly the gold key to our Goldsboro office. Here,...

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Keisha Franzen

Retirement Plan Specialist & Paraplanner | Charlotte Harbor, FL

(703) 272-4183

Keisha is a seasoned professional in the financial industry, having joined the field in 2016. Throughout her career, she has honed her expertise in retirement services, handling every aspect of it with utmost diligence. With a strong...

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Sean Craft

Client Service Associate | Vienna, VA

(703) 242-3505

Sean, an outgoing and sociable individual, thrives on the excitement of meeting new people and reconnecting with familiar faces in his beloved Vienna. As a client services manager, his ability to forge genuine connections shines...

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Shawn Williamson, CFP®

Co-Founder, Wealth Advisor | Vienna, VA

(703) 242-5753

Shawn moved to Arlington, Virginia in 1996 after graduating magna cum laude with a Bachelor of Business Administration in finance with a concentration in economics from James Madison University. He began his career in 1996 as a financial...

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