Tricord Advisors, Inc.

Laura Barkley is a financial advisor at TriCord Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and has worked previously with the Specialty Coffee Association and Cal Lutheran University. TriCord Advisors provides investment advisory services primarily to individuals and families, as well as high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm typically manages client accounts on a discretionary basis, tailoring strategies to each client’s objectives and risk tolerance, and conducts ongoing account supervision.

Christopher Marsh is a CFP® professional with 13 years of industry experience. He is affiliated with TriCord Advisors, Inc., where he has worked since 2012, and has also held roles at Purshe Kaplan Sterling Investments and The Leaders Group Inc. TriCord Advisors provides investment advisory services primarily to individuals and families, including high-net-worth clients, trusts, and small businesses. The firm offers discretionary portfolio management, financial planning, and administrative services, managing client accounts with customized strategies and employing third-party managers when appropriate.

Randy Barkley is a CFP® professional with 25 years of industry experience. He has worked at Tricord Advisors, Inc. since 2010 and has prior experience with Liberty Group, LLC and Cetera Investment Services LLC. Barkley holds licenses as a real estate agent and an insurance agent, and also has a wholesale auto dealer license. Tricord Advisors primarily serves individuals and families, including high-net-worth clients, trusts, and small businesses. The firm offers discretionary portfolio management and financial planning, utilizing both internal expertise and third-party managers to tailor investment strategies to client needs.

Jeremiah Lee is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation with six years of industry experience. Before joining TriCord Advisors in 2020, he worked for six years at Best Best & Kreiger LLP. He is also the owner and operator of TriCord Legal Services, Inc., a law firm providing estate planning and business legal services. TriCord Advisors serves individuals and families, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers tailored discretionary portfolio management, financial planning, consulting, and administrative services, utilizing both internal expertise and third-party managers to oversee client assets.

Joseph Lyons Jr. is a CFP® with 19 years of industry experience, currently serving at Tricord Advisors, Inc. since 2010. Prior to that, he worked at Hargrave & Associates, LLC. Tricord Advisors provides investment advisory services primarily to individuals and families, including high-net-worth clients, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and administrative services such as bill-paying and annuity servicing, tailoring strategies to clients’ objectives and conducting ongoing account supervision.

Lesley Hernandez is an advisor at TriCord Advisors, Inc. with a Series 65 credential and four years of industry experience. Prior to joining TriCord in 2022, she worked at Walmart from 2018 to 2022. TriCord Advisors provides investment advisory services primarily to individuals and families, as well as high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, consulting, and administrative services, tailoring strategies to clients’ objectives and conducting ongoing account supervision.