Meet the Team - Financial Advisors | CORDA Investment Management

Bonner C. Barnes, AIF®

President, Chief Investment Officer

Opportunity is found not in the consensus, but in the contrarian.

Bonner comes to work every day to build better portfolios to help clients of CORDA achieve their financial goals. Bonner has a passion for finding great companies that are out of favor with Wall Street and the investing public that pay great dividends to their shareholders and can grow over time. Much like Bonner’s involvement in cycling, to succeed one needs to stay disciplined and steadfast in the process.

With over 35 years experience navigating the securities markets, Bonner founded CORDA in 1999 and continues relationships with clients, some now more than 25 years. Bonner graduated from Duke University and holds the Accredited Investment Fiduciary ((AIF) designation.

Bonner has been a guest on CNBC and recognized by Barron’s as one of the top 1,200 advisors in the country.

Brian Raupp

Portfolio Manager

Brian works on the Portfolio Management team and serves on the Investment Committee at CORDA. He earned a degree in Economics from the University of Wisconsin-Madison and began his career as a market maker in CBOE and CME options trading pits. Brian draws upon those experiences to identify and reduce risk in client portfolios, while keeping a close eye on potential opportunities that might present themselves.

Outside of the office, Brian is an avid basketball player and golfer. He carries that same competitive spirit into the office when building portfolios of undervalued, dividend paying businesses for CORDA clients.

John Schloegel

Portfolio Manager

My love for investing began at the age of 10 when my father bought me some shares of stock in Disney. I’d watch the stock price rise and fall in the daily newspaper and feel the thrill as my very own investment increased in worth. I knew then that I would have a career in the financial industry.

I whole-heartedly believe life mimics the capital markets and building a portfolio that can withstand the occasional speed bump or two will ultimately lead to success. I also find that dividends (and dividend growth) are the necessary oxygen to a portfolio, and capital appreciation will occur if quality businesses are purchased at the right price.

I apply these beliefs in my career as a Lead Portfolio Manager, overseeing a research and trading team. There’s nothing better than seeking to uncover exceptional investment opportunities, developing strong relationships, and delivering peace of mind in good markets and bad.

Proud Career Moments Include:

Helping an apprehensive new widow who arrived in tears transform into a confident investor with a substantially larger collection of assets.
Working with a couple in real time as they fell victim to a caretaker attempting to steal their savings upon the wife’s death, and helping lead the perpetrator to prosecution.
Sharing my knowledge and expertise on Bloomberg and Forbes radio as well as in The Wall Street Journal, Smart Money, CNBC, and Marketwatch.com.

When I’m not busy with investments, I put my copywriting and web-marketing skills to work whenever possible. Away from the office, I travel the world cycling and long-distance running. I am also an avid music lover, having once played the drums in a rock band. My two children and Hurricane Harvey rescue dog keep me very busy as well, so I try to find balance every day to have it all!

Dustin Slater

Portfolio Manager

Dustin began his career in Corporate Finance working for large publicly-traded companies for nearly a decade, which allowed him to develop a thorough understanding of a company’s value through its financial statements. He is able to combine that expertise with his passion for discovering undervalued investments as a member of the Portfolio Management team at CORDA while also serving on the Investment Committee.

He earned a Finance degree from the University of Texas in 2004 as well as an MBA from Rice University in 2012. While at Rice, Dustin was a member of the student-run M.A. Wright Fund which provides Rice MBA students with a hands-on opportunity to learn, develop, and apply effective stock analysis and portfolio management risk and return techniques.

Away from the office, Dustin enjoys playing golf, listening to live music, and spending time with his wife and daughter.

Jason Iacobucci, AIF®

Director of Business Development & Client Relations

Jason is the Director of Business Development & Client Relations for CORDA Investment Management LLC. In that capacity, Jason proactively coordinates a team of professionals to meet the financial needs of high net worth families. The team focuses on providing “personalized” investment management and wealth consulting solutions to successful families. Jason is passionate about the capital markets and being of service.

As an investor and entrepreneur Jason has interests in real estate, public and private companies.
Jason and his wife Rachel had a mortgage burning party in their early thirties. Together they have a full family life with three children.

Jason holds the Accredited Investment Fiduciary designation.

Randy Kratz CFP®

Director of Financial Planning

Randy has specialized in developing creative strategies that help clients live comfortably and retire confidently for over 23 years. Randy’s expertise in financial planning (or lifestyle planning as Randy prefers to call it), plus CORDA’s asset management provides a powerful combination that can help clients feel great about their financial world, both now and in the future.

Randy holds a BS in Communications from the University of Texas at Austin, and earned the Certified Financial Planner® designation in 1999. In his personal time, Randy is an avid runner, yoga practitioner and owns a small farm in southern Kentucky.

Jonathan English, AIF®

Investment Strategist

Jonathan embraces his role as an Investment Strategist where he is able to share CORDA’s contrarian investment approach with prospective clients. Jonathan has a passion for learning more about an individual’s lifelong plans and goals and then creating an investment strategy that helps them achieve it. He believes that having a contrarian mindset and ignoring the “noise” are the first steps to making wise investment choices. Jonathan joined the CORDA team in 2011 and offers 15 years of investment and banking experience. He graduated from Texas State University and holds the Accredited Investment Fiduciary (AIF) designation.

Eyal Lavie

Investment Strategist

Eyal wakes up every morning with a strong passion and motivation to help people achieve their financial goals through a strategy discussion about their existing portfolio and objectives. Eyal incorporates his experience as an engineer into the portfolio analysis process, and determines whether the CORDA strategy and philosophy is a good fit for each client. As a former professional basketball player, Eyal understands the importance of a team effort in winning long term. He works alongside with the rest of the Corda team to provide the best solution possible using the most efficient strategy.

With over 10 years of experience in the securities markets, Eyal worked as a financial Advisor focusing on financial planning. Prior to joining the financial community, Eyal gained 5 years of Real Estate investment and construction experience in some international markets. Eyal holds a B.Sc as a Water and Soil Engineer from the Technion, The Israeli Institute of Technology.

Terry Puhl

Investment Strategist

Terry is involved with Business Development and Relationships at CORDA. Meeting with existing Clients while discussing markets, portfolios and client needs are filtered through his calendar. His Securities experience began in the 80’s and has worked with Bonner Barnes for over 25 years. Terry enjoyed a 15 year Major League Baseball career with the Houston Astros.

Sherri Piesche

Client Support Specialist

Sherri’s focus is always one of service and helping others. With a great many years in financial services, Sherri brings experience, patience and diligence to the operations team and their contribution to caring for CORDA clients. By coordinating much of the systems, reporting and paperwork, the operations team frees up the rest of the team to prioritize their days.

When not in the office, Sherri looks forward to spending time with family, volunteering and generally enjoying the warmer weather.

Teresa Queal

Client Support Specialist

As part of the Operations team at CORDA, Teresa works closely with our clients to assist with the onboarding process of new clients and maintaining ongoing client service for our existing clients. She also serves as a point of contact for our third party custodians.

As a native Texan, she completed her collegiate studies at the University of Texas at Austin studying Elementary Education. Away from the office, Teresa enjoys spending time with her family, staying active and the occasional round of golf.

Terry Mendoza

Client Support Specialist

Terry brings zeal for client service and a can do attitude to helping our clients exceed their goals. Previous to CORDA, she was in the water industry for 8 years with a company who drilled and serviced water wells all over the world. Terry is a mother of 4 and a proud grandmother of 3. She loves to read, go camping, and travel. A few of her favorite places are Thailand, Hawaii, Playa del Carmen, and Mazatlan. She is a dog lover and has a boxer named Zappa.

Duane Davis

Relationship Partner

Duane brings more than 30 years of experience guiding families through retirement and investment decisions and there isn’t much that he hasn’t seen in the capital markets nor the individual lives of his clients.

Duane’s long tenure as a banking executive and investment counselor will benefit clients as his steady and passionate demeanor have proven successful in helping investors attain their goals and achieve financial freedom.

Duane earned his Business degree from the University of Florida and continues to be an avid Florida Gator fan although he has spent almost his entire career in the state of Texas!

In his spare time, Duane enjoys cycling, traveling, music, water sports, and along with his wife Kim, visiting their two children, John and Brooke, in New York City.

Kim Deutsch CFP®

Senior Relationship Partner

Kim’s fifteen years of experience include managing a regional bank’s foreign currency trading and seven years as a registered investment advisor representative at CORDA. Kim specializes in helping families assess their overall financial health. Kim graduated from Trinity University in San Antonio with a business degree and is currently a Certificant in the Rice University Certified Financial Planner Graduate Program.

Kim grew up in England and has visited over thirty countries. When she is not at work, you will find her baking, gardening or spending time with family and four cats.

Jeff Dodson

Senior Relationship Partner

Jeff thrives on helping investors see the value of working one on one with a financial professional. The real payoff for him is seeing clients’ accounts grow and provide income during retirement. Professionally, Jeff is most proud of the relationships he has built with clients over a career that started in the early 90’s.

Jeff joined CORDA in 2013 with over two decades experience navigating the securities markets. He graduated from The University of North Texas with degree in Business Administration. He lives in Flower Mound with his wife Sara and son Luke.

Craig Fowlkes

Senior Relationship Partner

Craig is thrilled to be living in Houston and helping CORDA clients achieve their investment goals, after spending two years working in Buenos Aires, Argentina as a hedge fund analyst and risk manager. His previous investment experience also included working five years as an analyst on Wall Street. In addition to this investment experience, Craig was a small business owner in the medical servicing field. Craig’s time as an analyst was instrumental in honing his analytical skills, while his small business experience was a great vehicle to meet and work with numerous people. That’s why Craig feels fortunate that CORDA gives him the perfect opportunity to combine his enthusiasm, skill and experience in the investment world with his genuine interest and enjoyment in working with people.

Craig earned a Chemical Engineering degree from the University of Arkansas, and remains an ardent Razorback sports fan. Go Hogs! While working as a loss prevention engineer after graduation, Craig developed a keen interest in stock analysis and investing. Pursuing that passion, Craig earned an MBA from the University of Chicago Booth School of Business allowing him to embark on a career in the investment world.

Kevin Hopkins

Relationship Partner

Kevin is passionate about CORDA’s disciplined approach to wealth management and brings his 20 years of experience in financial services, to the role at CORDA. He spent the last decade in a variety of management and regional management roles with a leading national brokerage firm, providing solutions to clients and team members alike. Over the years he’s worked with hundreds of families in developing and implementing retirement and wealth building strategies.

Kevin attended Iona College in New Rochelle, NY and also served in the U.S. Army Reserve. He’s completed 8 marathons, most recently the New York City Marathon, and also participated in, and won, numerous “competitive eating” (hot dogs, chocolate pudding, etc.) contests in the past. He and his wife and 2 children live in The Woodlands.

Brooke Hudson

Relationship Partner

Brooke is a Relationship Partner for CORDA Investment Management. She focuses on providing knowledge and resources to help clients navigate the financial markets, as well as to help her clients achieve their personalized financial goals. Brooke has been in the financial industry since 2008, and prior to joining the CORDA Team, she worked to help investors access alternative sources of income and growth through the use of private equity and private debt instruments. Her experience and knowledge provide a unique perspective to the CORDA Team.

Brooke is a graduate of Boston University’s School of Management, and was a member of the Boston University Women’s Softball Team. In her spare time she enjoys traveling, attending Houston Astros games and spending time with family and friends.

Tim Wolfcale

Senior Relationship Partner

Tim has over 20 years experience in financial services with deep expertise in investment management and portfolio strategy. This gives him the depth of perspective required to be an effective advocate for CORDA clients as they navigate the financial markets. As these markets grow and change, clients should have a partner who is engaged and actively seeking the right path for them. Tim’s focus is to be your dedicated partner at CORDA, using his knowledge, resources and experience to your benefit — to support you in achieving your financial goals.

Tim holds a BA in Economics from the University of Florida.

We invest with your interests first.

OUR RELATIONSHIP PARTNERS ARE READY TO HELP.