Greg Smith
Greg Smith, CPA, MBA, is the Chief Financial Officer of CFD Companies, including cfd investments and Creative Financial Designs.
He grew up in southern Indiana before attending University of Indianapolis to play soccer. Greg was a 4-year letter winner, being named Captain his junior and senior years. He was awarded the Kelso M Reid Mental Attitude Award at the end of his senior year. Greg graduated with a Bachelor of Arts degree in Accounting in 1992. Greg attended Butler University Lacy School of Business graduating with a Master of Business Administration (MBA) degree with a concentration in Marketing in 1997.
In 1997, Greg received his Certified Public Accountant certificate. Greg is licensed in Indiana and Florida and is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society.
Greg has served with CFD Companies since 2000, overseeing all aspects of the accounting department and financial process.
He currently lives in Fishers, IN with his wife, Tammy. They have four children and currently one grandchild (hoping for more in the future). Greg and Tammy attend iTown church in Fishers, IN
In his free time, Greg enjoys playing golf, snow skiing, and being on the lake with his family and friends.
Greg is based out of Creative Financial Centre® in Kokomo, Indiana.
Greg Smith
Greg Smith, CPA, MBA, is the Chief Financial Officer of CFD Companies, including cfd investments and Creative Financial Designs.
He grew up in southern Indiana before attending University of Indianapolis to play soccer. Greg was a 4-year letter winner, being named Captain his junior and senior years. He was awarded the Kelso M Reid Mental Attitude Award at the end of his senior year. Greg graduated with a Bachelor of Arts degree in Accounting in 1992. Greg attended Butler University Lacy School of Business graduating with a Master of Business Administration (MBA) degree with a concentration in Marketing in 1997.
In 1997, Greg received his Certified Public Accountant certificate. Greg is licensed in Indiana and Florida and is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society.
Greg has served with CFD Companies since 2000, overseeing all aspects of the accounting department and financial process.
He currently lives in Fishers, IN with his wife, Tammy. They have four children and currently one grandchild (hoping for more in the future). Greg and Tammy attend iTown church in Fishers, IN
In his free time, Greg enjoys playing golf, snow skiing, and being on the lake with his family and friends.
Greg is based out of Creative Financial Centre® in Kokomo, Indiana.
Take Your Financial Practice to the Next Level.
Whether you’re looking for independent advisory services or robust brokerage support, CFD Companies has you covered. Let’s help you achieve more.
Elevate Your Financial Practice.
Whether you’re looking for independent advisory services or robust brokerage support, CFD Companies has you covered. Let’s help you achieve more.
Ready to Chat?
We're available when you are. Fill out the form below so we can get to know you and your business. We are always looking for Advisers to "Grow With Us". If you feel the CFD Companies family is a good fit, we invite you to come for a visit on us. We look forward to hearing from you.
- Zachary Covert, Director of Business Development
Reach out
Fill out the form below.
Schedule a call
We'll schedule a call with you so we can learn more about your needs.
Come Visit
Come out and visit the team, on us.