At COPE CORRALES our mission is to provide you the best and most comprehensive financial advice. To do that, we’ve combined over 25 years of planning experience together in one firm. Our team’s diverse experience as past CEOs, real estate investors and corporate executives serve as a foundation for our advice and guidance. As fiduciaries we serve your family and business interests before ours. It is a partnership together that we take seriously – treating you, our clients like family. We are honored to work together.
Joseph Cope is Co-Founder & Managing Partner of COPE CORRALES, a comprehensive financial planning firm in Washington, DC. He works with clients in over 40 states, many of whom are in the medical and dental field. This national reach with a local touch has helped build lasting relationships and create real impact for his clients. He has enjoyed 15 years in the financial services industry and looks forward to working with clients for many more. He was named one of the Top Advisors under 40 in 2017 by our largest industry group, NAIFA. When not working with clients individually you will find him speaking nationally at top Dental/Medical Schools & Residency Programs, professional events and associations. If you are interested in booking Joseph for a speaking engagement please contact us HERE.
Originally hailing from Massachusetts, Joseph attended the George Washington University and fell in love with Washington and has made this his home since. He is actively involved in his faith community as well as serving the elderly and children both locally and abroad. When not working you will find him playing golf, soccer and enjoying Arsenal FC early on the weekends.
Luis A Corrales is the Co-Founder, and Managing Partner of COPE CORRALES, a comprehensive financial planning firm in Washington, DC. He serves over 400 families and small business in the Greater Washington DC area to better manage and optimize their financial affairs. His efforts are focused on corporate executive with concentrated stock positions, and self-employed professionals & business owners on tax mitigation strategies. He has been recognized by various leading financial institutions over the years, and has also spoken at notable industry events, and a Congressional Panel to bring awareness about the importance of financial planning to the general public.He hails from Lima Peru, and moved to the U.S. at the young age of 10. He graduated from American University’s Kogod School of Business in 2008 with a degree in Business and Finance. He is actively involved with AU’s Latino Alumni Alliance, and the Young Alumni Chapter. His wife, Mary Aileen Murphy, is also an AU graduate, and owns a successful real estate development company. They live with their dog, Juampi, in Columbia Heights, DC.
Shaun Smyth is the Director of Wealth Management at COPE CORRALES. He oversees the firm’s investment platform and financial planning systems. Shaun has accumulated extensive global investment and financial services experience, in both an asset management and broker dealer capacity. He holds the Chartered Financial Analyst (CFA) designation and is a graduate of Trinity College in Hartford, CT.
In addition to entrepreneurship and being actively involved in his faith community, Shaun is passionate about anti-human trafficking and efforts to combat child exploitation.
Chris Davila is a Financial Advisor with COPE CORRALES. He works extensively with clients in the medical market serving dentists, physicians as well as entrepreneurs and other high net worth individuals. Chris' background in non-profit fundraising has given him keen insights on the financial concerns of organizations and individuals who support them, which provided a smooth transition to personal financial planning. Through some difficult financial circumstances his family endured as a child, Chris knows the importance of protecting what you have today and saving for the future.
Hailing originally from Georgia, Chris and his wife now live and enjoy downtown Washington, DC. When Chris isn’t helping clients, he likes to spend his time fishing or volunteering with non-profits.
Sameer Mungur is a Financial Representative with COPE CORRALES. He helps entrepreneurs develop a growth mindset that positively impacts both their business profits and personal wealth. Sameer’s prior experience as founder/ceo of two companies taught him how to take calculated risks and have a balanced approach to investing for the future.
He is originally from Mauritius, and now lives in Northern Virginia with his wife and two kids. When not working, you’ll find him running, cycling or swimming to achieve his goal of completing an IronMan; he also enjoys scuba diving and hiking with his family.
Sandra Terronez is a Financial Planning Specialist at COPE CORRALES focusing on the design and implementation of our clients' financial plans. She has over ten years of experience in the financial services industry, from mutual fund trading to high net worth wealth management. Sandra completed the Certified Financial Planner coursework at Georgetown University, followed by successful completion of the CFP examination in 2014. She also holds an MBA from The University of the Incarnate Word in San Antonio, TX.
Sandra resides in Northern Virginia with her husband, a Navy Officer, and their son. She enjoys playing tennis, bike riding and traveling with her family.
Karla Fitzgerald is a lead Client Relationship Manager at COPE CORRALES. Karla works tirelessly behind the scenes directing our client on-boarding processes and ensuring smooth operations of Cope Corrales.She is originally from Brazil where she completed her undergraduate studies and acquired her MBA. Karla greatly enjoys hiking with her dog and spending time outdoors with her camera. She resides in Maryland with her husband and is always looking forward to her next trip back to Brazil!
Gabriela Slattery is a Client Relationship Manager at COPE CORRALES. She assists executive leadership with the design and implementation of client strategies. Gabriela has an extensive history in client services work. She initially worked as a caretaker while pursuing her education and receiving a degree in business administration and marketing. Then she spent several years working in the high-demand world of property management before transitioning to the financial sector.As a bilingual native of Ecuador, Gabriela also brings an international cultural lens to the office. She has a warm and caring heart, and is a dedicated friend who loves traveling, cooking for dinner parties, and quiet evenings in with her husband.
Anna Collins-Davila is the lead Case Manager at COPE CORRALES. She facilitates smooth backstage operations for advisors and clients in our financial planning process.
Anna grew up in Thomasville, GA and graduated from the Stetson School of Business and Economics at Mercer University. Fairly new to the DC area, she loves exploring the city with her husband and going to concerts.
COPE CORRALES is an independently owned and operated firm located in Washington, DC. Please check out the background of our financial professionals on FINRA's BrokerCheck website. Jarred Bunch is an independent Registered Investment Advisory firm headquartered in Indianapolis, IN. Please review important Disclosure information set forth in this website.