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CORDA Investment Management
CORDA is a coordinated team of financial planners, investment managers, tax professionals, and estate planning specialists under one roof. As an independent...
Overview
CORDA is a coordinated team of financial planners, investment managers, tax professionals, and estate planning specialists under one roof. As an independent Registered Investment Advisor and majority woman-owned firm, it provides fiduciary advice with no products or sales agenda. Services include customized portfolio management, financial planning, tax planning and preparation, and estate planning for women, individuals preparing for retirement, and multigenerational families.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, United States
Principals
Bonner C. Barnes
President, Chief Investment Officer
Corrin Barnes
Director of Marketing & Creative Content
Jason M. Iacobucci
AIF®, Director of Client Experience
Catherine Patrick
CFP®, Director of Financial Planning
Sherri Piesche
Director of Finance
Teresa Queal
Director of Client Support
Keith Roberts
Chief Compliance Officer
Tim Wolfcale
Director of Financial Advisor Services
Terry Mendoza
Office Coordinator
Olivia Rojas
Client Support Specialist
Shane M. Bulgerin
Senior Financial Advisor
Duane C. Davis
Senior Financial Advisor
Jamie Carmack
CFP®, RICP®, NSSA®, Senior Financial Advisor
John Driver
Senior Financial Advisor
Craig Fowlkes
Senior Financial Advisor
Lesley Groux
Senior Financial Advisor
Kevin Hopkins
Senior Financial Advisor
Alexandra Neault
Financial Advisor
Elizabeth Nierzwicki
CPWA®, Senior Financial Advisor
Javier Parada
Senior Financial Advisor
Terry Puhl
Senior Financial Advisor
Rajin Joshi
CFP®, NSSA®, Financial Planner
David Julian
J.D., CFP®, Head of Estate Planning, Senior Financial Planner
Madi Kiani
CFP®, Financial Planner
Joe Biegaj
Portfolio Analyst
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