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.

  • Bonner C. Barnes, AIF®
    Bonner C. Barnes, AIF®
    President, Chief Investment Officer
  • Brian Raupp
    Brian Raupp
    Portfolio Manager
  • John Schloegel
    John Schloegel
    Portfolio Manager
  • Dustin Slater
    Dustin Slater
    Portfolio Manager
  • Jason Iacobucci, AIF®
    Jason Iacobucci, AIF®
    Director of Business Development & Client Relations
  • Randy Kratz CFP®
    Randy Kratz CFP®
    Director of Financial Planning
  • Jonathan English, AIF®
    Jonathan English, AIF®
    Regional Vice President – Investment Strategy
  • Eyal Lavie
    Eyal Lavie
    Regional Vice President – Investment Strategy
  • Sherri Piesche
    Sherri Piesche
    Client Support Specialist
  • Teresa Queal
    Teresa Queal
    Client Support Specialist
  • Terry Mendoza
    Terry Mendoza
    Client Support Specialist
  • Duane Davis
    Duane Davis
    Senior Relationship Manager
  • Terrance Puhl
    Terrance Puhl
    Senior Relationship Manager
  • Kimberli Deutsch CFP®
    Kimberli Deutsch CFP®
    Senior Relationship Manager
  • Jeffrey Dodson
    Jeffrey Dodson
    Senior Relationship Manager
  • Craig Fowlkes
    Craig Fowlkes
    Senior Relationship Manager
  • Kevin Hopkins
    Kevin Hopkins
    Senior Relationship Manager
  • Brooke Hudson Naghavi
    Brooke Hudson Naghavi
    Senior Relationship Manager
  • Tim Wolfcale
    Tim Wolfcale
    Senior Relationship Manager
  • Denna Quinones
    Denna Quinones
    Relationship Manager

READY TO START A CONVERSATION?

Call us at 855.439.0665 or send us a message below.






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