I clearly recall my first savings account back in elementary school. I had saved up some cash from holiday and birthday gifts throughout the years. My father thought it was a good idea to open my first bank account ever. Though I did not like the idea of someone else (the bank) having all my money, the account was opened anyway.

Every few weeks he would show me how my little savings would grow, even though I was not contributing to it. I must say it was a nice feeling. This small step in life taught me two things: one, the value of saving and compounded interest, and two, the beautiful feeling of independence.

I’m an experienced financial advisor with a demonstrated history of working in the financial services industry and skilled in stock markets, mutual funds, time management and public speaking. I have a Bachelor of Science (B.S.) degree in global management and finance from Florida Institute of Technology. I am now involved in our community through the Caribbean American Association of Lake County and the Clermont Woman's Club.

My branch office administrator, Elena Correa Halford, enjoys partnering together with you to help keep you on track toward reaching your goals.

We want to help you reach or continue to have financial independence throughout your lifetime. But most importantly, we want to help you achieve and protect your lifetime goals by partnering with your CPA and attorney to understand your full financial picture.

My Personal Interests

  • Volunteering
  • Baking
  • Soccer
  • Running
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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