Due to scheduled maintenance, Online Banking, Mobile Banking, and Tellerphone systems will be intermittently unavailable on Sunday, October 24 between 12:00am and 5:00am MDT.

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.

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.

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.

Asset Protection

Learn your options for protecting your wealth and assets with insurance and sound planning.

Our Wealth Management Advisors are here for you. And your initial consultation is free!

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

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

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.

Linda Lee

LPL Registered Administrative Assistant

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

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.

To access your investment account – click the button below. The login page for LPL will open in a new window.

If you have access issues, CONTACT KIRTLAND FINANCIAL SERVICES.

can you handle a crisis?

Do you have an emergency fund?