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.
Luisa Diaz is the Director of Operations at COPE CORRALES. She oversees our internal processes and client experience. Luisa has spent a decade in the financial services industry serving both small and large planning organizations. She most recently served as AVP of Operations for a $26 Billion AUM RIA.
Luisa moved to the U.S. with her family at the age of seventeen from El Salvador. She holds an MBA from the University of Maryland University College, a MS with concentration in accounting from Strayer University and is currently working to complete a doctoral program in Business Administration from the University of Maryland. She resides in Maryland with her husband and three children.
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!
Kelly Oliver is a Client Relationship Manager with Cope Corrales. Kelly coordinates the planning process and client experience. She works closely with other team members customizing services to meet each client’s unique needs.Kelly has worked in the financial services industry for over three years as both an advisor and a trust administrator. She grew up in Tallahassee, Florida and graduated with her Bachelor’s Degree from Florida State University. In her free time, she loves exploring DC, cooking, and spending time with her puppy.
Gabriela Slattery is an Investment Lead at COPE CORRALES. She assists clients and our planning team execute investment account processing and trading. 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 and daughter.
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.