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