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
    Bonner C. Barnes
    President, Chief Investment Officer
  • Jason M. Iacobucci, AIF®
    Jason M. Iacobucci, AIF®
    Director of Client Experience
  • Keith Roberts
    Keith Roberts
    Chief Compliance Officer
  • Brian Raupp
    Brian Raupp
    Portfolio Manager
  • John Schloegel
    John Schloegel
    Portfolio Manager
  • Joe Biegaj
    Joe Biegaj
    Portfolio Analyst
  • Catherine Patrick, CFP®
    Catherine Patrick, CFP®
    Senior Financial Planner
  • David Julian, J.D., CFP®
    David Julian, J.D., CFP®
    Senior Financial Planner
  • Rajin Joshi, CFP®, NSSA®
    Rajin Joshi, CFP®, NSSA®
    Financial Planner
  • Yara Alberto
    Yara Alberto
    Financial Planner
  • Eyal Lavie
    Eyal Lavie
    Senior Financial Consultant
  • Jeff Dodson
    Jeff Dodson
    Senior Financial Consultant
  • Ross Gorman
    Ross Gorman
    Senior Financial Consultant
  • Kristen L. O’Brien
    Kristen L. O’Brien
    Senior Financial Consultant
  • Tim Wolfcale
    Tim Wolfcale
    Director of Financial Advisor Services
  • Brooke Hudson Naghavi
    Brooke Hudson Naghavi
    Senior Financial Advisor
  • Craig Fowlkes
    Craig Fowlkes
    Senior Financial Advisor
  • Duane C. Davis
    Duane C. Davis
    Senior Financial Advisor
  • Elizabeth Nierzwicki
    Elizabeth Nierzwicki
    Senior Financial Advisor
  • Jamie Carmack, CFP®, RICP®, NSSA®
    Jamie Carmack, CFP®, RICP®, NSSA®
    Senior Financial Advisor
  • Javier Parada
    Javier Parada
    Senior Financial Advisor
  • John Driver
    John Driver
    Senior Financial Advisor
  • Kevin Hopkins
    Kevin Hopkins
    Senior Financial Advisor
  • Rami Odeh, CPA, CFP®
    Rami Odeh, CPA, CFP®
    Sr. Financial Advisor & Head of Tax Services
  • Shane M. Bulgerin
    Shane M. Bulgerin
    Senior Financial Advisor
  • Terry Puhl
    Terry Puhl
    Senior Financial Advisor
  • Sherri Piesche
    Sherri Piesche
    Director of Finance
  • Corrin Barnes
    Corrin Barnes
    Marketing & Creative Content
  • Olivia Rojas
    Olivia Rojas
    Client Support Specialist
  • Teresa Queal
    Teresa Queal
    Client Support Specialist
  • Terry Mendoza
    Terry Mendoza
    Office Coordinator

READY TO START A CONVERSATION?

Call us at 855.439.0665 or send us a message below.






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