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HOW CAN WE HELP YOU MANAGE THE WEALTH IN YOUR LIFE?

Retirement Planning

Lay the foundation now for the retirement you deserve.
EXPLORE RETIREMENT OPTIONS

Paying For College

If college is in your child’s future, Kirtland Financial Services can help.
EXPLORE EDUCATION OPTIONS

Life’s Journey

Learn how to invest for every stage of life.
EXPLORE INVESTMENT OPTIONS

Asset Protection

Protect what matters most.
EXPLORE INSURANCE AND ESTATE OPTIONS

What’s Your Dream?

No matter what’s important to you, Kirtland Financial Services can help you work toward your goals and preserve your wealth.

Retirement

Whether you’re 30 years away, or three years away, discuss your options for retiring on schedule and with the lifestyle you’ve envisioned.
GET STARTED

Education

Of all the plans you make for your child, saving for a college education is among the biggest and most life-changing. Find out the best way to save and invest for your child’s future.
GET STARTED

Life Changes

When is the right time for financial and investment advice? Any time your situation changes! Marriage, divorce, birth of a child, job change, or retirement.
GET STARTED

Asset Protection

Learn your options for protecting your wealth and assets with insurance and sound planning.
GET STARTED
Our Wealth Management Advisors are here for you. And your initial consultation is free! MAKE AN APPOINTMENT NOW

Our Commitment

It’s personal and comprehensive. No matter your dream, the Wealth Management Advisors at Kirtland Financial Services promise to work closely with you and your family to provide individualized, objective, and trusted guidance for all your financial planning needs.

Every service we offer, every conversation we have, and every handshake we share is about helping you work toward your goals.

Our Principle

We operate on the simple principle that financial planning should be tailored to you and backed by research, data-driven advice and unbeatable levels of service.

Our Process

Start with a FREE one-hour consultation so we can understand and evaluate your personal goals and situation. Our Advisors use dynamic technology and a disciplined planning process to develop a customized plan that can help you work toward achieving your financial goals.

The Kirtland Financial Services Team

 

 

Todd Trevino, CRPC®

Senior Vice President - Wealth Management

Phone: 505-254-4363
E-mail: todd.trevino@kirtlandfinancialservices.com

The leader of the respected Kirtland Financial Services team and an experienced Wealth Management Advisor, Todd specializes in comprehensive wealth planning and investment management.
 

Fred Quesada

Wealth Management Advisor

Phone: 505-254-4363
E-mail: fred.quesada@kirtlandfinancialservices.com

Fred brings more than 10 years of experience in the securities industry and prides himself on helping his clients and their families navigate their financial journey.

Keith Hardy, CRPC®

Wealth Management Advisor

Phone: 505-254-4363
E-mail: keith.hardy@kirtlandfinancialservices.com

Keith is a Wealth Management Advisor specializing in comprehensive financial planning that encompasses clients’ current and future financial goals.
 

Linda Lee

LPL Registered Administrative Assistant

Phone: 505-254-4363
E-mail: linda.lee@kirtlandfinancialservices.com

With more than 30 years of experience in the securities industry, Linda knows that no two financial journeys look the same. She enjoys building a relationship with clients and helping each of them plan the path that’s best for their situation.

 

Gail Wisniewski

Client Services Associate

Phone: 505-254-4363
E-mail: gail.wisniewski@kirtlandfinancialservices.com

Gail is the organizational heartbeat of Kirtland Financial Services. Call to schedule your appointment or ask a question, and Gail will put her more than 30 years of knowledge of the financial industry to work for you.
 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kirtland Federal Credit Union and Kirtland Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kirtland Financial Services, and may also be employees of Kirtland Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kirtland Federal Credit Union or Kirtland Financial Services. Securities and insurances offered through LPL or its affiliates are:

Not NCUA Insured or Any Other Government  | No Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Privacy Policy | Make Appointment