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®President, Chief Investment Officer- Brian RauppPortfolio Manager
- John SchloegelPortfolio Manager
- Dustin SlaterPortfolio Manager
- Jason Iacobucci, AIF®Director of Business Development & Client Relations
- Randy Kratz CFP®Director of Financial Planning
- Jonathan English, AIF®Investment Strategist
- Eyal LavieInvestment Strategist
Terry PuhlInvestment Strategist- Sherri PiescheClient Support Specialist
- Teresa QuealClient Support Specialist
Terry MendozaClient Support Specialist- Duane DavisRelationship Partner
- Kim Deutsch CFP®Senior Relationship Partner
- Jeff DodsonSenior Relationship Partner
- Craig FowlkesSenior Relationship Partner
- Kevin HopkinsRelationship Partner
- Brooke HudsonRelationship Partner
- Tim WolfcaleSenior Relationship Partner
OUR RELATIONSHIP PARTNERS ARE READY TO HELP.
Call us at 855.439.0665 or send us a message below.
