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The Team

Meet the Wealth Management Advisors and staff of Kirtland Financial Services.

We’re More Than Advisors

At Kirtland Financial Services, we understand that every client has unique goals and one-of-a-kind needs. That’s why we focus on our relationship with you—we’ll take the time to get to know you and your goals, so we can align you with the right tools and advice you’ll need to pursue your path to financial success.

 

 

Todd Trevino

Senior Vice President - Wealth Management

505-254-4363

todd.trevino@kirtlandfinancialservices.com


“Make savings automatic and you won’t miss it.”



I am the Senior Vice President of Kirtland Financial Services and have been a Wealth Management Advisor with Kirtland Financial Services since 1999. I am also a Chartered Retirement Planning Counselor SM (CRPC®).

A native of Albuquerque, NM, I graduated from the Anderson School of Management at the University of New Mexico with Bachelor of Business Administration degrees in both Financial Management and General Management.

I specialize in comprehensive wealth planning and investment management and have been continually recognized as a top advisor with LPL Financial, the nation's largest independent broker-dealer.*

*As reported in Financial Planning Magazine, 1996-2017, based on total revenue.

 
My wife Kayci and I married in 2005 and have two children, Riley and Tyler. I enjoy spending time with my family, traveling and the occasional round of golf.
 
Favorite food?   Pizza
Favorite quote?  “All our dreams can come true, if we have the courage to pursue them.” – Walt Disney
If you could meet anyone, past or present, it would be?  Warren Buffet
Favorite movie?  The Bourne Series
What motivates you? Helping clients accomplish their financial goals.
Favorite holiday?  Christmas
Something on your bucket list?  To attend the World Cup
Place you would most like to visit?  Paris
Biggest accomplishment?  Two phenomenal kids!
 



Fred Quesada

Wealth Management Advisor
 
505-254-4363

fred.quesada@kirtlandfinancialservices.com
 


“Start investing today, don’t procrastinate”



I joined Kirtland Financial Services in 2009 as a Wealth Management Advisor, and have more than 10 years of experience in the securities industry guiding individuals and their families along their financial journey using the Kirtland Financial Services Financial Planning Process. I attended Texas A&M University in College Station, TX, receiving my Bachelor of Science degree in Economics.





 
I was born and raised in El Paso, TX, and brought my family to the Albuquerque area in 2004. My wife, Christy, and I were married in August 1998, and have three children; Ceci, Bella and Sammy. I enjoy spending time with my family, participating in my kids’ activities, golf and playing recreational softball, and volleyball.
 
Favorite food?   Green Chicken Enchiladas
Favorite quote?   “Happiness is not something you postpone for the future; it is something you design for the present.” -Jim Rohn
If you could meet anyone, past or present, who would it be?   Jesus
Favorite book?   The Fred Factor by Mark Sanborn
Favorite movie?   Shawshank Redemption or Rudy
What motivates you?   Getting to the finish line and enjoying the results
Favorite holiday?   Christmas
Something on your bucket list?   Hot Air Balloon ride
Place you would most like to visit?   Mount Rushmore
Biggest accomplishment?   Joining forces to create and develop a great family

 



Keith Hardy

Wealth Management Advisor

505-254-4363

keith.hardy@kirtlandfinancialservices.com
 

“Focus less on how much we earn and focus more on how much we save.”


I’m a Chartered Retirement Planning Counselor SM with more than four years of experience in the securities industry. I earned my Master’s degree in Business Administration from Eastern New Mexico University, and I enjoy helping clients know the satisfaction that comes from having a great plan for the financial future.





 

I’m originally from Arizona, but my family and I relocated in 2010 and enjoy New Mexico’s great weather and traditions. Much of my spare time is spent supporting our children in their various sports and orchestra clubs as well as running and hiking.

Favorite quote?   “We make a living by what we get, but we make a life by we give.” – Winston Churchill
Favorite book?  I enjoy an occasional John Grisham novel.
Favorite holiday?    I enjoy the Labor Day holiday as it kicks off the start of fall weather here in New Mexico. 
Something on your bucket list?    I would like to hike the Appalachian Trail. 
Biggest accomplishment?   I feel most accomplished when I see my two children grow and mature through their own success and failures.

 



Linda Lee

LPL Registered Administrative Associate

505-254-4363

linda.lee@kirtlandfinancialservices.com

 

“Complete a degree with minimal or no debt.”
 


I have been a member of the Kirtland Financial Services team since 2006. I graduated from Florida Atlantic University with a Bachelor in Business Administration with a concentration in Accounting and have more than 30 years of experience in the securities industry, including careers with several major banks and other regional firms. 






 
I love the outdoors and am an avid fan of hiking, camping, and all water sports. Traveling is my passion, both near and far. I love to share other peoples’ travel adventures, and since high school, I’ve collected hundreds of postcards from destinations I’ve visited or collected from fellow travelers from their journeys.
 
Favorite food?   Mediterranean food
Favorite quote?   “Opportunity is missed by most people because it is dressed in overalls and looks like work.” -Thomas Edison
If you could meet anyone, past or present, who would it be?   Thomas Jefferson
Favorite book?  The Count of Monte Cristo
Favorite movie?   Heat starring Al Pacino & Robert De Niro
What motivates you?   Learning something new and doing things right the first time
Favorite holiday?   Any 3-day holiday weekend is wonderful
Something on your bucket list?   Frequent flyer miles with passport in hand
Place you would most like to visit?   Paris
Biggest accomplishment?   My education: accounting degree, finance classes, securities licenses

 

 




Gail Wisniewski

Client Services Associate
 
505-254-4363

gail.wisniewski@kirtlandfinancialservices.com



“Life isn’t about waiting for the storm to pass, but learning how to dance in the rain.”
 


I joined the Kirtland Financial Services team in 2001 and have more than 30 years of experience within the financial industry. I schedule appointments, handle client and member inquiries, and offer operational support for Kirtland Financial Services. I enjoy building strong personal relationships with clients and members.



Get to Know Me!
I enjoy spending time with my family, gardening, crafting, traveling and doing community service.

Favorite movie?   The Hundred Foot Journey
What motivates you?   Positive, happy people
Favorite holiday?   Halloween!
Something on your bucket list?   Building my own craft room
Place you would most like to visit?   Australia
 


 

Start Today

Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.

IN PERSON

Let’s sit down,
and start planning together.
MAKE APPOINTMENT NOW

OVER THE PHONE

Give us a call, Monday through Friday.


CALL 1-505-254-4363
 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.​
Not NCUA Insured | No Credit Union Guarantee | May Lose Value

Kirtland Federal Credit Union and Kirtland Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IL, NE, NM, OH, OK, PA, and TX.