Velasquez & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Judy Morales

Judy Morales

Administrative Assistant

Lorena Velasquez

Lorena Velasquez

Practice Manager,

Managing Partner


  • over 30 years of banking and mortgage experience. knowledge of working with high networth clients and offering the highest customer service.

Roles & Responsibilities

  • responsible for the overall everyday managing of the practice, making sure we are compliant and following up with all clients.
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