Allegiance Financial Group Advisory Services, LLC
Prioritizing our clients'
interests above all else.

Charles Cooke, CFP®, CPFA®
Co-Founder, Wealth Advisor | Wilmington, NC

Haley Tolitsky, CFP®, CPFA®
Financial Planner & Integrator | Carolina Beach, NC

Alexis Crittenden
Administrative Assistant & Compliance Associate | White Plains, NY

Keisha Franzen
Associate Retirement Plan Specialist | Charlotte Harbor, FL

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 our nationwide network of wealth management professionals, investment companies, and custodians.