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ROUTING NUMBER: 307070050
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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.
If you may experience financial hardship related to the government shutdown, we’re here to help. Call 1.800.880.5328 or visit one of our branch locations for more information.
ROUTING NUMBER: 307070050
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.
Investment Consultant
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.
Let’s sit down, and start planning together.
Give us a call, Monday through Friday.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kirtland Federal Credit Union and Kirtland Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kirtland Financial Services, and may also be employees of Kirtland Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kirtland Federal Credit Union or Kirtland Financial Services. Securities and insurances offered through LPL or its affiliates are:
| Not NCUA Insured or Any Other Government | No Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Kirtland Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
CRPC®️ conferred by College for Financial Planning.
Routing Number: 307070050
6440 Gibson Blvd. SE, Albuquerque, NM 87108
If you have access issues, CONTACT KIRTLAND FINANCIAL SERVICES.