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 -
Brian RauppPortfolio Manager
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John SchloegelPortfolio Manager
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Jason Iacobucci, AIF®Director of Business Development & Client Relations
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Randy Kratz CFP®Director of Financial Planning
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Rajin JoshiFinancial Planner
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Yara AlbertoFinancial Analyst
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Eyal LavieRegional Vice President – Investment Strategy
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Ross GormanRegional Vice President – Investment Strategy
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Keith RobertsCompliance Officer
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Sherri PiescheClient Support Specialist
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Teresa QuealClient Support Specialist
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Terry MendozaClient Support Specialist -
Olivia RojasClient Support Specialist
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Duane DavisSenior Relationship Manager
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Terrance PuhlSenior Relationship Manager -
Jeff DodsonSenior Relationship Manager
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Craig FowlkesSenior Relationship Manager
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Kevin HopkinsSenior Relationship Manager
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Brooke Hudson NaghaviSenior Relationship Manager
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Ryan PetrySenior Relationship Manager
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Tim WolfcaleSenior Relationship Manager
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Jamie CarmackSenior Relationship Manager
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Shane M. BulgerinSenior Relationship Manager
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Matthew HowieRelationship Manager
READY TO START A CONVERSATION?
Call us at 855.439.0665 or send us a message below.
