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Our Mission

CFD Companies is an independent broker/dealer and registered investment adviser partner dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients' goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself.​ 

Leadership

  Steering with purpose, passion, and a focus on building lasting partnerships.

Kregg Rooze

Vice President
 Creative Financial Designs

Full Biography



Kris Hale

Vice President 
cfd Investments

Full Biography



Brent Owens

Firm President

Full Biography

Where Our Mission Started


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