Craig Fowlkes is a financial advisor at Corda Investment Management, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Corda since 2015. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services.

Madison Kiani is a financial advisor at Corda Investment Management, LLC with three years of industry experience. Prior to joining Corda in 2025, Madison worked at Dimensional Fund Advisors from 2021 to 2025 and at Lincoln Wealth Management from 2017 to 2018. Madison holds a Series 66 designation. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning services to individuals, including high-net-worth clients, as well as pension consulting and tax preparation. Corda employs a range of investment strategies including direct indexing, options strategies, and long/short approaches, and also offers in-house tax and estate-planning services through a referral network.

Javier Parada is a financial advisor at Corda Investment Management, LLC with 18 years of industry experience. He joined Corda in 2024 after spending 17 years at Fidelity Investments. He holds Series 63 and Series 66 credentials. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across a team of about 30 advisors. The firm provides discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Catherine Patrick is a financial advisor at Corda Investment Management, LLC in Houston, TX, holding the CFP® designation and Series 63, 65, and 66 licenses with 16 years of industry experience. She worked for MML Investors Services LLC (Bluecrest Financial Alliances) and MassMutual Life Insurance Company from 2014 to 2024 before joining Corda Investment Management in 2024. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services, employing a variety of investment strategies tailored to client objectives.

Johnnie Driver III is a Series 66-credentialed financial advisor at Corda Investment Management, LLC with 20 years of industry experience. Prior to joining Corda in 2024, he worked at Charles Schwab and TD Ameritrade in various capacities from 2013 to 2024. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals and pension plans, combining investment management with in-house tax preparation and access to attorney-led estate planning services.

Vernon Roberts is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked previously at Valic Financial Advisors for eight years before joining Corda Investment Management in 2022. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals and pension plans, employing a variety of investment strategies including options, direct indexing, and factor-driven approaches.

Brooke Naghavi is a financial advisor at Corda Investment Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Corda since 2018, previously affiliated with Frost Brokerage Services and Fs2 Capital Partners. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Jeffrey Dodson is a financial advisor with Corda Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at CORDA Investment Management since 2013 and has been with Churchill Management Group since 2007. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across a team of about 30 advisors. The firm serves individuals, including high-net-worth clients, providing discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and estate-planning services.

Elizabeth Nierzwicki is a financial advisor at Corda Investment Management, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of financial advising, she owns FigureFIT LLC, which offers online nutrition and fitness coaching, and is involved with Counter Brands, LLC and Microtel Leadville in non-investment roles. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning, serving individuals and retirement plans with strategies that include options, direct indexing, and factor-driven approaches.

Robert Gwydir is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop, implement, and maintain financial plans tailored to individual and household needs. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant. His experience at Fidelity Investments spans several years, during which he has gained expertise in financial planning and client relationship management. His roles have involved working closely with clients to create flexible and customizable financial strategies. Outside of his professional responsibilities, Robert enjoys football, golf, skiing, and traveling.

Brian Raupp is a financial advisor at Corda Investment Management, LLC in Houston, TX, holding a Series 65 credential with 14 years of industry experience. He has been with Corda Investment Management since 2011. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

David Julian is a CFP® with nine years of industry experience, currently serving as a financial advisor at Corda Investment Management, LLC since 2025. His prior experience includes roles at Morgan Stanley and UBS Financial Services, as well as Wyatt & Mirabella, PC. In addition to his advisory work, Mr. Julian is involved in providing estate planning services through HK Legacy Law, PLLC, an independent law firm offering attorney-led document preparation and legal services. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning, including services tailored to high-net-worth individuals and retirement plans, and provides access to in-house tax preparation and attorney-led estate planning through a formal referral arrangement.

Rajin Joshi is a financial advisor with Corda Investment Management, LLC in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Corda in 2022, he worked for eight years at Houston Methodist. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets through about 30 advisors. The firm serves individuals, including high-net-worth clients, with discretionary portfolio management and integrated financial planning, and also provides pension consulting, tax preparation, and access to attorney-led estate-planning services.

Lesley Groux is a financial advisor at Corda Investment Management, LLC with nine years of industry experience. She holds the Series 65 and Series 63 credentials. Prior to joining Corda in 2025, she worked at Hines Securities Inc. and Hines Private Wealth Solutions LLC, and has experience from Schlumberger. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Jason Iacobucci is a financial advisor at Corda Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Corda since 2009. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning primarily to individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Gerardo Martinez is a financial advisor at Corda Investment Management, LLC with five years of industry experience. He has previously worked at Brighton Jones and PricewaterhouseCoopers. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning services.

Kevin Hopkins is a financial advisor at Corda Investment Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Corda since 2018 and previously worked at Scottrade, Inc. from 2016 to 2018. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning services through attorney referrals.

William Gorman is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fisher Investments and TD Ameritrade. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting and in-house tax and estate-planning services.

Alexandra Neault is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Corda Investment Management since 2026 and previously held roles at Florida Financial Advisors and Trinity Wealth Securities. Outside of finance, she has experience in the food and hospitality sectors. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across about 1,359 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and offers pension consulting, tax preparation, and estate-planning services.

Joshua Mitchell is a financial advisor at Corda Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Nationwide Insurance Company, Charles Schwab & Co., Inc., and Miller Howard Investments Inc. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

Bonner Barnes is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 18 years of industry experience. He has been with Corda since 1999. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and in-house tax preparation services.

Terrance Puhl is a financial advisor at Corda Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Corda since 2012. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services, using a range of investment strategies and maintaining fiduciary oversight for retirement plans.

Teresa Queal is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Corda since 2012. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning services.

John Schloegel is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Corda since 2010. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate-planning services.

Timothy Wolfcale is a financial advisor at Corda Investment Management, LLC in Houston, TX, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Corda since 2014. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate planning services.

Shane Bulgerin is a financial advisor at CORDA Investment Management, LLC in Houston, TX, with 13 years of industry experience. He holds the Series 66 designation and previously worked at Churchill Management from 2015 to 2020. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to estate-planning services.