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.
