Lesley serves as the Central Planner at TriCord Advisors. She joined the team in 2022 as a Client Services Administrator, where she developed a strong foundation in client support and operations. In 2025, she transitioned into her current role, bringing together her analytical expertise and passion for delivering exceptional service.
Originally from Orange County, Lesley now resides in Riverside. She holds a Bachelor of Science in Finance and an MBA in Business Analytics from California Baptist University and is also a certified Notary Public.
A lifelong learner at heart, Lesley enjoys reading, exploring new hobbies, and seeking meaningful ways to grow both personally and professionally.