Lesley joined TriCord Advisors, Inc. in 2022 and currently serves as the Client Services Administrator. She helps prepare and process client service-related documents including check deposits and RMD distributions. Her favorite part of this industry is the continuous learning opportunities.
Lesley is originally from Orange County, but now lives in Riverside with her three sisters and two dogs. She is proficient in both English and Spanish, and for the first time this year, she ventured into international travel—an exciting milestone. She is also the first in her family to pursue higher education by attending college.
When she is not busy studying, Lesley can be found hiking, painting, reading, and spending time with her family and friends.
Prior to working at TriCord Advisors, Lesley worked at Walmart. She earned her Bachelor of Science degree in finance and a Master of Business Administration in business analytics from Cal Baptist University. She is also a Notary Public.