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
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Brian RauppPortfolio Manager
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John SchloegelPortfolio Manager
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Dustin SlaterPortfolio 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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Jonathan English, AIF®Investment Strategist
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Eyal LavieInvestment Strategist
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Terry PuhlInvestment Strategist
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Sherri PiescheClient Support Specialist
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Teresa QuealClient Support Specialist
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Terry MendozaClient Support Specialist
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Duane DavisRelationship Partner
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Kim Deutsch CFP®Senior Relationship Partner
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Jeff DodsonSenior Relationship Partner
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Craig FowlkesSenior Relationship Partner
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Kevin HopkinsRelationship Partner
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Brooke HudsonRelationship Partner
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Tim WolfcaleSenior Relationship Partner
READY TO START A CONVERSATION?
Call us at 855.439.0665 or send us a message below.