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Mick Owens, CFP
Founder
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Brent Owens
President/ Director of Operations
Registered Financial Principal |

Kris Hale
Vice President
cfd Investments
Registered Principal
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Phil Williams
Business Development Director
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Kregg Rooze
VIce President
Creative Financial Designs
Registered Principal
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Kevin Besore
Financial Planning Director
Registered Principal
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William Gregg
Chief Compliance Officer
General Counsel
Registered Principal
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Matthew Bahrenburg
Compliance Director
In-House Counsel
Registered Principal
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Brooke Rockey
Estate Planning
In-House Attorney
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Kathy Owens
Real Estate
Principal Broker
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Greg Smith - CPA
Accounting Managing Partner
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Jason Murray
Information Technology Director
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Chan Collins
Marketing Administrator Client
Services Coordinator
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Donna Ritchie
IT Support
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Jeff Callane
Accounting Director
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Sherri Fogelberg
Compliance Specialist
Registered Principal
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Carrie Kuhns
Compliance/Processing
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Adam Salsberry
Managed Accounts
Registered Principal
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Sandra Hlebasko
RBC/NFS - Trades
Registered Principal
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Shawn Spitler
Insurance Planner
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Greg Williams
Insurance Planner
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Jennifer Zackschewski
Commissions Specialist
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Brent Anderson
Managed Accounts Assistant
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Cerise Reed
Insurance Administrator
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Candace Johanning
Administrative Assistant
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Roberta DeGraaff
Receptionist
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Wayne Albright
Tax Preparation
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Debra Mendenhall
Accounting
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Kim Owens
Processing Assistant
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