Tricia Marchand is a Wealth Management Advisor with Kore Financial Group. Known for her dedication to those she serves, Tricia brings more than 20 years of experience to her work. She began her career in 2000 and has developed extensive expertise in client service, account management, and long-term planning. She holds her Series 7, Series 66, and Series SIE registrations, along with her Louisiana insurance license.
Tricia is highly specialized in helping individuals and families navigate complex financial planning situations. She believes that educated clients make more confident decisions and strives to create a welcoming, supportive environment where clients feel heard and empowered.
A native of San Antonio, Tricia graduated summa cum laude from Southeastern Louisiana University with a B.A. in Business Management. Tricia and her husband stay busy raising their two teenagers and staying grounded in the importance of family.