





Research Depth
Access to internal analysts and advanced tools that help inform every strategy.

Proven Stability
Over 40 years of unwavering commitment and resilience.

Faith Alignment
Biblically Responsible Investing screens for values‑driven portfolios.

One‑Stop Convenience
Comprehensive support across investments, insurance, tax, and estate planning — all under one roof.
Trusted Partners, Broader Possibilities.
One alliance of seasoned specialists working together to support and simplify every dimension of your financial life.
“Success is not just about achieving financial goals; it’s about empowering each other to grow, innovate, and make a positive impact.”
Mick Owens, Founder, CFD Companies

Industry Champions for Faith-Aligned Portfolios
For more than forty years the CFD Companies have pioneered research-driven faith screening that let you invest with conviction while focusing on wise, long-term strategy.

Protect Your Plan with Teamwork
When you work with Chris Rockey, you tap the full bench strength of CFD specialists. Analysts shape the investment mix, tax and estate professionals fine-tune strategy, and client-service veterans keep every detail on track. Because everyone sits under one roof, insights flow quickly and designed to stay cohesive even as life or markets change.
Ready to See the Difference?
Let’s turn complex finances into clear next steps.
or call us at 765.453.9600