Sam Critz, CFP®, RICP®

I am a Certified Financial Planner™ professional and Retirement Income Certified Professional, and my work has always been guided by a simple purpose: helping people feel confident and at peace about their financial future. From the very beginning of my career, my focus has been on true financial planning—walking alongside families through life’s decisions rather than simply managing investments.

I partner closely with families to navigate retirement income, tax planning, legacy goals, and the moments that matter most in each season of life. Supporting members through both strong markets and uncertain times has shaped a calm, steady approach centered on preparation, clarity, and long-term relationships built on trust.

Outside the office, I’m grateful for a full and meaningful family life. I am married, have two adult children, and treasure being a grandfather. My wife and I also share our home with two full-size Goldendoodles, and I enjoy spending time hiking and gardening—especially in my greenhouse. These personal joys continually remind me that financial planning is ultimately about caring for people and the lives they are building, not just the numbers on a page.

I was drawn to financial planning because it allows me to make a meaningful difference in people’s lives. Money touches nearly every aspect of life, including security, family, generosity, and peace of mind. I believe wise guidance in these areas truly matters.

I find purpose in helping members replace uncertainty with a clear plan and dependable retirement income. The most rewarding part of my work is seeing families gain confidence, freedom, and hope for the years ahead.

I chose Allegacy because the credit union philosophy reflects what I believe financial advice should be: personal, trustworthy, and centered on doing what is right for each member.

The culture of service, teamwork, and long term care for the community allows me to focus on meaningful relationships and thoughtful guidance rather than transactions. Being part of an organization grounded in integrity, stewardship, and lasting impact makes my work deeply meaningful and closely aligned with my purpose.

336-794-7058