Meet the Wealth Management Advisors and staff of Kirtland Financial Services.
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.
Senior Vice President – Wealth Management
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.
Wealth Management Advisor
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.
LPL Registered Administrative Associate
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.
Client Services Associate
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.
Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.