Randy Barkley became an investment advisor in 1978 transitioning from an insurance background. In 1982 he became a registered representative working out of the firm’s current Riverside office location. In 2006, Randy achieved the gold standard of accreditation by becoming a CERTIFIED FINANCIAL PLANNER™. Randy and Joe Lyons, also a CFP®, came together in 2011 with the mission of providing exceptional customer service, expert advice and personal care to their clients.
TriCord Advisors, Inc.’s expertise and abilities continued to expand with the additions of Chris Marsh in 2012 and Jeremiah Lee in 2020 as financial advisors. Shelly Barber, Lori Deforge and Jen Koger provide our clients with fantastic assistance and support on a daily basis. TriCord Advisors, Inc. has developed strong relationships with accountants, attorneys and trust officers to ensure a full-service team is available to assist our clients in making smart decisions with their money.