We invest with your interests first.
Our team of portfolio managers and investment strategists believe in a team approach while guiding you through a lifetime of sound, responsible financial choices.
If you are ready to get started with a financial advisory firm that you can trust, contact CORDA Investment Management, LLC, today at 855.439.0665 to schedule your first appointment.
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Bonner C. Barnes, AIF®President, Chief Investment Officer
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Jason M. Iacobucci, AIF®Director of Client Experience
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Keith RobertsChief Compliance Officer
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Brian RauppPortfolio Manager
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John SchloegelPortfolio Manager
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Joe BiegajPortfolio Analyst
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Catherine Patrick, CFP®Senior Financial Planner
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Rajin Joshi, CFP®, NSSA®Financial Planner
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Yara AlbertoFinancial Planner
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Eyal LavieSenior Financial Consultant
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Jeff DodsonSenior Financial Consultant
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Ross GormanSenior Financial Consultant
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Kristen L. O’BrienSenior Financial Consultant
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Tim WolfcaleDirector of Financial Advisor Services
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Brooke Hudson NaghaviSenior Financial Advisor
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Craig FowlkesSenior Financial Advisor
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Damah RankinSenior Financial Advisor
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Duane C. DavisSenior Financial Advisor
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Elizabeth NierzwickiSenior Financial Advisor
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Jamie Carmack, CFP®, RICP®, NSSA®Senior Financial Advisor
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Javier ParadaSenior Financial Advisor
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John DriverSenior Financial Advisor
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Kevin HopkinsSenior Financial Advisor
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Rami Odeh, CPA, CFP®Senior Financial Advisor
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Shane M. BulgerinSenior Financial Advisor
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Terry PuhlSenior Financial Advisor
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Sherri PiescheDirector of Finance
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Corrin BarnesMarketing & Creative Content
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Olivia RojasClient Support Specialist
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Teresa QuealClient Support Specialist
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Terry MendozaOffice Coordinator
READY TO START A CONVERSATION?
Call us at 855.439.0665 or send us a message below.