KIRTLAND FCU BRANCHES WILL BE CLOSED MONDAY, SEPTEMBER 6 IN OBSERVANCE OF LABOR DAY.

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.

Get To Know Me

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!

Todd Trevino

Senior Vice President – Wealth Management

“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.

Fred Quesada

Wealth Management Advisor

“Start investing today, don’t procrastinate.”

Get To Know Me

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.

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, it would be? Jesus
Favorite movie? The Bourne Series
Favorite book? The Fred Factor by Mark Sanborn
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!

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.

Get To Know Me

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, it would 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

Linda Lee

LPL Registered Administrative Associate

“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. 

Gail Wisniewski

Client Services Associate

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

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

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.

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.

over the phone

Give us a call, Monday through Friday.

CALL (505) 254-4363

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.

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