Client Login ContactCall Us: 855.439.0665

Meet the Corda Team

Our advisors believe in a team approach and we are here to serve you the same way we’d like to be treated ourselves

  • ALL
  • Client Relations
  • Financial Planning
  • Investment Strategy
  • Portfolio Managers
  • Relationship Partners
President, Chief Investment Officer Bonner C. Barnes, AIF®
Portfolio Manager Brian Raupp
Portfolio Manager John Schloegel
Portfolio Manager Dustin Slater
Director of Business Development & Client Relations Jason Iacobucci, AIF®
Investment Strategist Jeff Dodson
Investment Strategist Jonathan English, AIF®
Investment Strategist Eyal Lavie
Investment Strategist Terry Puhl
Client Support Specialist Sherri Piesche
Client Support Specialist Teresa Queal
Client Support Specialist Terry Mendoza
Relationship Partner Kim Deutsch CFP®
Relationship Partner Craig Fowlkes
Relationship Partner Kevin Hopkins
Director of Financial Planning Randy Kratz CFP®
Senior Relationship Partner Tim Wolfcale

Corda Management opened its doors in 1999 with a simple mission: to be the go-to investment firm for families. We wanted to empower families for generations with strategies, advice, and plans that enable them to be financially secure. We’re proud to say that we’ve kept true to this commitment every day.

Today, we serve more than 1,200 families across the United States from our three locations in Texas. We take our mission very seriously, as we work to build trust with our clients to help them navigate their finances for their whole lives. Call Corda Management at (855) 439-0665 to discuss how we can help you and your family create a healthy financial future with expert tips and strategies that can make a big difference in your overall financial health and relationship with money.

Fee-Only Investment Advisors

As a fee-only investment advisory, we maintain a fiduciary responsibility to act in our client’s best interest. This helps us eliminate any possible conflict of interest so we can focus on what’s best for your family’s finances. We won’t receive any financial incentives to steer your finances toward any product or strategy, so you know that you can wholeheartedly trust any advice we offer.

We love to provide comprehensive advice to our clients, which wouldn’t be possible if we represented certain funds or accounts. As a result, you’ll receive the best service and returns possible, customized to your family’s unique financial situation.

Our Team Approach

At Corda Management, our team of highly qualified advisors works together to provide the best client service and financial advice. If one of our team members has more expertise in a particular area of wealth management that interests you, we’ll make sure to match you with the right expert. You’ll know that you can seek guidance from any of our advisors and we’ll be happy to help.

Our team includes:

  • Portfolio Managers
  • Investment Strategists
  • Certified Financial Planners (CFP)
  • Relationship Partners

To set up an appointment with any of our team members, please call us at (855) 439-0665.

3 Texas Locations

Corda Management is a leading investment firm in the state of Texas. We operate three separate locations across Texas to make it easy and convenient for our clients to meet with us in our offices. Our locations include:

  • Houston: 8955 Katy Freeway, Suite 200, Houston, TX 77024
  • Austin: 1101 S Capital of Texas Highway, Building G, Suite 150, Austin, TX 78746
  • Dallas: 15660 N Dallas Parkway, Suite 1425, Dallas, TX 75248

We’ll be happy to assist you at any one of our offices or virtually through phone and email. We can accommodate your schedule and preferences. Wealth management doesn’t need to be time consuming or needlessly complex. At Corda Management, we can simplify the process and work with you to achieve the results you’re looking for.

To schedule an appointment to discuss your personal finances or for more information, call us at (855) 439-0665. You can also scroll through more information about our team members below.