Our Story

Where Faith, Finance, and Forward Thinking Meet

From the first consultation Mick Owens held in 1969 to today’s nationwide network, our story is anchored in the belief that Christ-like compassion, uncompromising integrity, and forward-thinking finance belong together for the good of every person we serve. Long before holistic financial planning became an industry standard, Mick pioneered a full-spectrum approach that brought products, planning, and personal guidance under one roof. That conviction created a firm where advisers can meet every client need with clarity, care, and confidence, without searching elsewhere.

Where Faith, Finance, and Forward Thinking Meet

"Success is not just about achieving financial goals; it's about empowering each other to grow, innovate, and make a positive impact."

- The Diamond of Life

Mick Owens

Founder

A Legacy Entrusted to the Next Generation

As the firm grew, so did the responsibility to protect what mattered most: values, relationships, and adviser independence. In 1998, Mick Owens entrusted the leadership of the Companies to his son, Brent Owens, naming him President of Creative Financial Designs and cfd Investments. Brent brought a steady hand shaped by years of experience inside the business and a leadership style rooted in integrity, trust, and genuine connection. Under his guidance, the firm strengthened its adviser-first culture while expanding the tools, support, and flexibility advisers need to thrive in an increasingly complex industry.

Three Generations. One Shared Calling.

CFD Companies is more than a business built by family; it is a family of financial advisers led by three generations who have lived the profession themselves. Mick, Brent, and Bailey have each served as financial advisers, bringing firsthand understanding to the challenges and responsibilities advisers face every day. That shared experience shapes a culture where advisers are treated as people, not production numbers, and where faith, relationships, and long-term stewardship guide every decision. It is a legacy still in motion, grounded in family, strengthened by community, and committed to serving advisers with purpose for generations to come.