Home of the "cfd"
                         Family of Companies

2704 S. Goyer 
Kokomo, IN
765.453.9600
questions@cfconline.com

 

 

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You are here:  Team "cfd"
Ready to Serve You
A Mulitude of Companies
  
"You Gotta Have a Plan"
"You Gotta Have a Plan"
  
Past, Present, and Future
Past, Present and Future
  


Mick Owens, CFP 
Founder


Brent Owens
President/ Director of Operations
Registered Financial Principal

 
Kris Hale
Vice President 
cfd Investments
Registered Principal

 
Phil Williams
Business Development Director


Kregg Rooze
VIce President
Creative Financial Designs
Registered Principal

 
Kevin Besore
Financial Planning Director
Registered Principal

 
William Gregg
Chief Compliance Officer
General Counsel
 
Registered Principal


Matthew Bahrenburg
Compliance Director
In-House Counsel
Registered Principal

 
Brooke Rockey
Estate Planning 
In-House Attorney




Kathy Owens
Real Estate
Principal Broker 



 
Greg Smith - CPA
Accounting Managing Partner

 

Jason Murray
Information Technology Director




 
Chan Collins
Marketing Administrator Client 
Services Coordinator


Donna Ritchie
IT Support 
 



Jeff Callane
Accounting Director




Sherri Fogelberg
Compliance Specialist 
Registered Principal

 

Carrie Kuhns
Compliance/Processing



Adam Salsberry
Managed Accounts
Registered Principal
 


 
Sandra Hlebasko
RBC/NFS - Trades
Registered Principal

 
Shawn Spitler
Insurance Planner
 

 

 
Greg Williams
Insurance Planner


Jennifer Zackschewski
Commissions Specialist 


Brent Anderson
Managed Accounts Assistant

 
Cerise Reed
Insurance Administrator


 
Candace Johanning
Administrative Assistant




Roberta DeGraaff
Receptionist



Wayne Albright
Tax Preparation



Debra Mendenhall
Accounting


 
Kim Owens
Processing Assistant

 

 

 


 

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