WINSTON-SALEM, N.C.--Allegacy Federal Credit Union’s Chief Financial Planning Officer, Steve Franke, has received a 2022 Kehrer Bielan top director award.
“I’m honored and privileged to receive this recognition on behalf of the amazing work Allegacy Investment Group does for our members,” said Franke. “This award is a well-earned recognition of their unending dedication to the team’s work, and their compassionate care and genuine concern for our members.” Franke joined Allegacy in 2013 as program manager and was previously president of Franke Professional Services Inc. Franke earned his associate degree from Mount Aloysius College in Pennsylvania and a bachelor’s degree in accounting from Shepherd University in West Virginia. He is a Certified Financial Planner™ with Series 6, 7, 65, and 24 securities licenses through Allegacy’s broker-dealer, CUSO Financial Services, L.P. “Steve’s leadership style is focused on care and he instills qualities in us to serve and live out ‘doing right’ moments every day,” said Program Manager, Merrill (Shaw) Stewart. Allegacy Investment Group consists of Franke, Stewart, Operations Manager, Sunni Weatherly, 11 financial advisors and six support staff. “This year, our team was there for our members in various ways,” said Franke. “From engaging in honest and open conversations, to educating our members and helping them choose the best path, to listening and offering alternative ideas, 2022 turned out to be one of our best yet.” “This award is well-deserved by Steve and the Allegacy Investment Group team,” said Allegacy’s President and CEO, Cathy Pace. “Steve’s leadership has led his team to the forefront of the financial planning industry and creates lasting positive experiences for our members.”