Team

Our partner CFD Investments provides us with support, tools, techniques, quality financial products, and technologies to help you achieve your goals and objectives. Like us, their team is committed to serving others in a Christ-like manner. They believe you cannot push someone to the top of the mountain without first getting there yourself. 

By working closely with Creative Financial Designs, Inc. we are able to bring you top quality comprehensive investment management and financial planning services.  Let us show you how we can provide the right services and the right products that you require to meet your financial goals.

By utilizing Ash Brokerage, a family-owned life insurance brokerage general agency, we are able to offer hands-on expertise through consultative approaches to product solutions, concept evaluation, underwriting negotiation and business development.

At cfd, no adviser is an island. Every cfd adviser is part of a registered principal-led team of like-minded professionals that meets quarterly. The purpose of Team CFD is to communicate, educate, inform, and idea-share, thus  building valuable relationships both with peers and with the cfd home office staff.