Jelisha Velazquez

Tax Preparation and Client Services

Jelisha is a member of our tax team as well as our processing and client services team. She assists with processing new accounts, account maintenance, client services and tax preparation. Jelisha has been in the financial industry for over 10 years with experience in tax, accounting, processing and loan origination. She prepares both personal and business tax returns. 

She enjoys spending her free time with her four young children travelling and making memories.