Allegiance Financial Group

Brett Thompson is a financial advisor at Allegiance Financial Group with four years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and Cassaday & Company Wealth Management. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation based on Modern Portfolio Theory and offers discretionary and non-discretionary investment management along with flexible financial planning and retirement plan consulting.

Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.

Shawn Williamson is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a partner at Allegiance Financial Group Advisory Services LLC and has held roles at related firms since 2001. Williamson is also an owner of SMW Holdings, Inc., a holding company associated with Allegiance Financial Group Advisory Services. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, holistic financial planning, and retirement plan consulting, focusing on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach.

Charles Cooke is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial advisory industry. He is currently a partner at Allegiance Financial Group, where he has worked since 2021, and has held roles at The Strategic Financial Alliance, Inc., Acorn Financial Advisory Services, Inc., and Cooke Capital Inc. Outside of his advisory work, he is a partial owner of Banksy Holdings LLC, a holding company. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach, offering discretionary and non-discretionary investment management alongside flexible financial planning and retirement plan consulting.

Haley Ellis is a CFP® professional with seven years of experience in financial advising. She is currently with Allegiance Financial Group, where she serves as a financial planner and integrator. Her prior experience includes roles at Cooke Capital Inc., NewEdge Advisors, and Acorn Financial Advisory Services. Outside of her advisory work, Ellis volunteers as secretary for the Hoppy Tides Rabbit Rescue in Wilmington, NC. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation based on Modern Portfolio Theory and offers discretionary and non-discretionary investment management alongside flexible financial planning and retirement consulting services.