Allegiance Financial Group Advisory Services - AFGAS

10/06/2026

Celebrating 5 years of AFGAS!

This fall, we are proud to celebrate a special milestone: five years of Allegiance Financial Group Advisory Services (AFGAS).

In 2021, Allegiance Financial Group and Cooke Capital came together with a shared vision for the future. Since then, our firm has grown, our team has expanded, and the way we serve our clients has continued to evolve, but our commitment to the people and families we serve has remained at the heart of everything we do.

To our clients, colleagues, team members, families, and friends who have been part of our journey: thank you for helping make these first five years so meaningful. We look forward to many more together.

With gratitude,
The AFGAS Team

09/29/2026

We’re excited to celebrate our COO, Haley Ellis, CFP®, CPFA®, on being featured in WILMA Magazine!

In the article, Haley shares her journey in financial planning and leadership, her passion for mentorship, and the importance of helping others recognize their strengths.

We’re grateful for the leadership and heart Haley brings to our team every day. We’re proud to have you representing AFGAS and helping pave the way for the next generation of women in financial planning.

Read the full article here:

By 2030, women in the United States are projected to control or inherit $30 trillion to $34 trillion in financial assets. As part of the “Great Wealth Transfer,” HALEY ELLIS sees this as an opportunity to not only bring more women into the financial planning industry but also guide other women t...

09/23/2026

Last week, our team came together in Wrightsville Beach, NC for our 4th annual offsite team retreat!

We spent time reflecting on our vision and goals and planning for the year ahead. We also took some time to celebrate everything our team has accomplished over the past year with a boat cruise!

We’re grateful for this team and excited about what’s ahead for AFGAS.

09/08/2026

⭐ Testimonial Tuesday! ⭐

Read More: https://wt.reviews/shawn-williamson

09/01/2026

Wishing a very happy birthday to Paraplanner, Mahan Moradian!🎉 We hope you have a wonderful day and a fantastic year ahead!

08/24/2026

Please join us in congratulating Mahan Moradian on passing the Securities Industry Essentials (SIE) Exam!

We know the time and commitment it takes to prepare for this exam, and we're proud of Mahan for reaching this important milestone. Well done, Mahan!

08/21/2026

Some of our AFGAS team had the opportunity to spend the week in Dallas at Financial Planning Association NexGen Gather!

Haley, Brett, Samantha, and Garrett connected with other financial planning professionals, learned from industry peers, and came home with fresh ideas and new inspiration. We’re excited to see how they bring those takeaways back to our team!

08/10/2026

Team Social Spotlight! ⛳

Our Vienna office had a great time at Topgolf last week, enjoying some friendly competition and a chance to connect outside the office.

08/07/2026

We’re excited to welcome Mahan Moradian to our Vienna, Virginia office!

Mahan recently graduated cm laude from Virginia Commonwealth University with a degree in Financial Technology and a minor in Economics. While at VCU, he served as a Peer Financial Coach and a Technology Sector Analyst for the university’s Student Managed Investment Portfolio.

As a Paraplanner, Mahan will support our lead advisors in meetings and help build financial plans for our clients. Please join us in welcoming Mahan to the team!