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ROUTING NUMBER: 307070050
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.
Our Team
With personalized service and comprehensive solutions, the Wealth Management Advisors and staff of Kirtland Financial Services are ready to partner with you during your financial planning journey.
The Kirtland Financial Services Team
Todd Trevino, CRPC®
Senior Vice President – Wealth Management
- 505-254-4363
- Email Todd
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
- 505-254-4363
- Email Fred
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
- 505-254-4363
- Email Linda
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
- 505-254-4363
- Email Gail
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.
