Client Services Coordinator
Kelsey joined TriCord Advisors, Inc. in 2023 and currently serves as the Client Services Coordinator. She initiates and oversees the workflow process internally based on the advisors’ client meetings. She supports with information gathering, YouTube podcast editing, and calendar tracking.
Kelsey is originally from Chino and now resides in Riverside with her husband. She comes from a close-knit family where she is the oldest of four children. Outside of work, she enjoys cooking, golf, pickleball, and all competitive sports. She and her husband are on the hunt for SoCal’s best bars and restaurants.
Prior to working at TriCord Advisors, Kelsey worked for Beyond Beer at Anheuser Busch. She earned her Bachelor’s of Arts in psychology from Cal State University of Fullerton.