Kirtland CU Online, Mobile, and Telephone Banking will be unavailable on Sunday, December 11 between 12:30 – 7:30 a.m. as we perform system maintenance.
Kirtland CU branches and the Member Contact Center will be closed on Monday, February 20 in observance of Presidents’ Day.
We have engaged FORVIS, LLP (Attn: Jeff Rosno, 1801 California Street , Ste. 2900, Denver, CO 80202) to perform member verifications. Kindly compare the balance of your accounts on your December 2022 statement WITH YOUR RECORDS. If balances do not agree, please address your discrepancies directly to FORVIS, LLP. Include your name, truncated account number, and an explanation of the difference noted. A reply is not considered necessary unless a difference is noted.
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 towards 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, 1996-2021, 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.
Wealth Management Advisor
I joined the Kirtland Financial Services team in 2021, and I have more than 21 years in the financial industry. I welcome and thrive on helping clients navigate bumps and turns as they plan for their financial future.
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 credit union member inquiries, and offer operational support for Kirtland Financial Services. I enjoy building strong personal relationships with clients and credit union members.
I am an Albuquerque-native and a graduate of the University of New Mexico, having earned my bachelor’s degree in Economics from the University of New Mexico. I’ve been with Kirtland Financial Services since 2018 and specialize in investment retirement accounts. I love learning and growing along with clients and am committed to their financial well-being.
Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.