Broker Check

Prioritizing our clients'
interests above all else.

Assaf Pinchas

Assaf Pinchas, CFP®

Partner, Wealth Manager | Vienna, VA

Shawn Williamson

Shawn Williamson, CFP®

Partner, Wealth Manager | Vienna, VA

Charlie Cooke

Charlie Cooke, CFP®, CPFA®

Partner, Wealth Manager | Wilmington, NC

Haley  Ellis

Haley Ellis, CFP®, CPFA®

Partner, Chief Operating Officer | Wilmington, NC

Brett Thompson

Brett Thompson

Associate Wealth Manager | Vienna, VA

Keisha  Franzen

Keisha Franzen, QPFC

Retirement Plan & Operations Specialist

Sean Craft

Sean Craft

Client Service Associate | Vienna, VA

Elizabeth Hollenack

Elizabeth Hollenack

Client Service Associate | Wilmington, NC

Abby Petros

Abby Petros

Client Service Associate | Vienna, VA

Garrett Welsh

Garrett Welsh

Paraplanner | Vienna, VA

Samantha Buchanan

Samantha Buchanan

Paraplanner | Wilmington, NC

The strength of our nationwide network of strategic partners

The strength of our nationwide network of strategic partners

As independent financial advisors, we take our role as your advocate seriously. Managing your financial well-being is our priority. To ensure the highest quality of personalized service, we work with your existing and new partners to support every facet of your financial future. Likewise, when you work with our team, you also gain the strength of a nationwide network of wealth management professionals, investment companies, and custodians that we collaborate with daily.

There is no form of legal partnership or affiliation between Allegiance Financial Group Advisory Services, The Strategic Financial Alliance, Buckingham Strategic Partners, Dimensional, or Avantis Investors , nor is such a relationship created or implied by the information herein.