Hear from our top performers
Adviser of The Month
December: Daryl Phillips
Sparta, TN
Thank you, Brent and Team CFD. This recognition always feels undeserved, given how tough the competition is. December was an unusually tough month due to having rotator cuff surgery on my primary right shoulder on the 11th. I had to burn the candle at both ends in late November and early December to get ahead enough to be down for several weeks. It was this push that made December an unusually productive month. Recovery is going very well, but it is painful. As they say, this aging thing is not for sissies! A special thanks to my wife and soulmate for tolerating me during this tough time and to Team CFD for keeping our business flowing smoothly. And without ceasing, I'm exponentially grateful to our Lord and Savior for leading me to a Christ-centered B/D and for all the families we're blessed to serve. We'll see you in Key West!
November: Peter Passalacqua
Hillsborough, NJ
I am honored and can't thank everyone who supports my practice enough. My clients are a true blessing, it still amazes me how much trust they have in me and my team. God has truly blessed me.
October: Alex Lebron
Flint, MI
I am honored to be recognized as the October Adviser of the Month. This award is meaningful because it represents the privilege of serving alongside an incredibly talented group of CFD advisers—truly some of the best in the world. I’m grateful for the many advisers who have poured into me spiritually and professionally. You know who you are, and I thank you sincerely.
I am blessed with an amazing support team: my wife, Jennifer, and our licensed adviser assistants, Rosemary Robinson and Tim Bausack. Our daughter, Alexis, interned with Bridge Wealth Management this past summer, and it was a joy for both our staff and clients to get to know her better. I also have the privilege of working alongside a fellow CFD adviser, Larry Weichel, and I look forward to seeing the great impact he will continue to make. Additionally, our newest team member, Cheyanne Helme, is already fitting in wonderfully and contributing to our mission.
I want to extend a heartfelt thank you to the CFD staff—you are a special group, and your support enables us to serve clients in a Christ-like manner every day. The Owens family is truly part of the Lebron family now; the bond Jennifer and I share with Brent, Brandi, and their family is a blessing beyond measure.
Most importantly, I give thanks to our Lord and Savior, Jesus Christ. He pulled me from the pit and set my feet on solid rock. All glory and honor belong to Him—without Christ, I am nothing.
September: Dan Ballister
Succasunna, NJ
Thanks so much for the kind words. I just want to thank you and the entire CFD family for a wonderful conference in September. I thoroughly enjoyed seeing all of the home office staff, especially the VA team who supports me on a daily, and even hourly basis. Bethany, Meredith, and Carrie – I am only able to do what I do because of you guys getting everything done. Thank you. Sandie, Kim, Kregg, Jamie, Kelly, and everyone else who I rely on in Kokomo… you guys are great, and I appreciate everything you do for my practice. So does Kamila. Otherwise, it would be her doing it.
It was wonderful seeing the other advisors at the conference. Always good to share ideas, see what others are doing, and catching up. Thanks again for a wonderful week, and making CFD such an easy to place to do business. Cheers.
August: Edward Camp
Mishawaka, IN
First, I’d like to congratulate Kent Lalonde on coming in 4th this month. I want to thank my wife, Trystan, for supporting me. I want to thank my daughter Rachael for re-energizing me in this business. I want to thank Ryan Ollar for helping me continue the growth of this business. I want to thank my assistant, Cheryl, for being a loyal long-term team member. The CFD Family has been an excellent fit for me since I joined. Mick helped me in the beginning. Brent has always been there for me. It’s nice to work with the same people I worked with 20 years ago, like Kris & Kregg. The camaraderie among the reps on the Presidential advisor trips is amazing. No amount of upfront bonus money would ever make me want to lose what I have at CFD.
July: Stuart Breeden
Peoria, IL
I'm truly honored to be recognized as Advisor of the Month. I thank my Lord and Savior for the opportunity to serve and for the strength and wisdom He provides each day. I want to extend my heartfelt thanks to my incredible staff. Being named Advisor of the Month is an honor, but I know it wouldn’t be possible without their constant support, organization, and dedication behind the scenes. So, a great big “thank you” to Tamara, Bryce, Abbi, Marci, and the rest of the team at Breeden Asset Management.
I also want to express my thankfulness for CFD. I feel so blessed to have spent the last 18 years as part of this family. We’ve had a lot of good times, and it’s been a pleasure to watch your children and mine grow and become a part of our businesses. I can’t wait to see what the next 15 years bring.
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