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About Kivi Financial Group

Our mission at Kivi Financial Group is to empower our clients to navigate their financial future by helping them find a sure path, one that avoids pitfalls and becomes a journey with focused purpose.

Kivi
noun \ˈkē-vē\ Estonian for stone, or rock

“Above all, stone is,” wrote noted philosopher Mircea Eliade. “Nothing is more basic or more noble.  Through its hardness, its power, and its permanence, stone transcends the precariousness of humanity.”

Empowering you to navigate your financial future

A stone cairn is a human-made stack of stones often constructed as a trail marker.  Placed at regular intervals, a series of cairns is used to indicate a path in places where the trail is not obvious, or to warn of a hidden danger.

Our Team

Ingrid L. Roosild, MBA, CRC

Ingrid L. Roosild, an Estonian, has lived in Albuquerque, NM since attending college at the University of New Mexico. After graduating from the university’s MBA program, she set out to build a financial planning practice to balance her passion for educating and helping people, with her entrepreneurial spirit. She has put her passion to work since obtaining her licenses in 2001, and is the Founder & CEO of Kivi Financial Group.

“Her passion for education makes her unique in this industry. Ingrid loves to teach. She has the knowledge and patience needed to help her clients understand what they have, where they are going and how to get there.”

On the side, Ingrid enjoys painting, gardening, snowboarding, and plays competitive golf with various women’s golf associations in town and the Sun Country Amateur Golf Association. She is well recognized in the athletic community for her UNM collegiate volleyball playing and coaching careers and retired from semi-professional beach volleyball competition in 2005. Ingrid is the proud mother of a middle-school aged daughter.


LICENSES & CREDENTIALS

  • Series 24, General Securities Principal
  • Certified Retirement Counselor (CRC)
  • Investment Advisor Representative License
  • Series 7, Securities License
  • Life & Health Insurance, License

EDUCATION

  • Masters of Business Administration, University of New Mexico
  • Bachelors of Arts, Fine Arts, University of New Mexico

CONTINUING EDUCATION

  • Certified Financial Planner (CFP) courses
  • General Securities & Insurance Annual continuing education requirements
  • International Academy of Collaborative Professionals Symposium, 2013, 2016
  • Annual New Mexico Collaborative Practice Symposium, 2005-2016, 2018

PROFESSIONAL ACHIEVEMENTS

  • Leadership New Mexico, CONNECT program, Class of 2007

OTHER

  • Board Member of the New Mexico Collaborative Practice Group

Carmela AragonAs our Business Operations Manager, Carmela is responsible for preparing and processing all business applications and client service requests. She works closely with clients to obtain data and documentation needed to manage these functions seamlessly. In addition, she manages our staff, executes initiatives, and keeps our organization running efficiently and effectively.

Carmela joined our team in August 2016 with 14 years of experience in the financial industry. Her experience ranges from Personal Bankers Assistant to Financial Management Analysis for the State of New Mexico Regulations & Licensing.

​During her free time, Carmela enjoys working out and spending time with family and friends and rooting for her favorite NFL Football team.


LICENSES & CREDENTIALS

  • Life & Health Insurance

CONTINUING EDUCATION

  • Continuing Education, Life & Health Insurance
  • Annual AHIP Medicare Certification

Chantelle Wagner CPAChantelle is a Certified Public Accountant and licensed Life and Health Insurance Agent in the state of New Mexico. She has experience in public accounting, tax preparation & planning, general accounting & bookkeeping, small business management and life insurance planning.

Chantelle has a passion and love for small businesses as she grew up in a family of entrepreneurs that own green chile farms in Corrales and Los Ranchos, NM. Chantelle still loves to work on the farm every fall with her 5-year-old son.


LICENSES & CREDENTIALS

  • Certified Public Accountant
  • Life & Health Insurance

EDUCATION

  • Masters of Accounting, University of New Mexico
  • Bachelors of Business Administration, Finance, University of New Mexico

CONTINUING EDUCATION

  • Continued Professional Education, CPA
  • Continuing Education, Life & Health Insurance

Deborah KiefnerAs our Client Service Manager and Insurance Specialist, Deborah is responsible for client service requests and processing Health & Medicare insurance applications.  She works closely with clients to obtain data and documentation to manage these functions seamlessly.  In addition, she assists Carmela & Ingrid with staff management responsibilities.

Deborah’s professional experience has been extensive in the medical field as a manager including staff management, compliance, accounts receivables, and insurance billing.  Deborah has been part of our team since 2017.

Deborah’s interests include traveling and dancing, and is active with family and friends.


LICENSES & CREDENTIALS

  • Life & Health Insurance

CONTINUING EDUCATION

  • Continuing Education, Life & Health Insurance
  • Annual AHIP Medicare Certification

Shyvonne SedlacekAs our Executive Assistant Shyvonne assists all employees with various tasks. She manages our phone calls and is the first person to greet our clients when they visit our office with her friendly and welcoming smile!  Shyvonne is responsible for maintaining our office, and scheduling appointments.

Shyvonne has many years of experience working in customer service in retail and the food industry and holds a high standard of quality customer service.  Shyvonne has been a part of our team since 2018.

Shyvonne is originally from San Diego, moved out to Albuquerque in 2014. She enjoys cooking for her husband and friends, as well as traveling and camping. 

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Securities are offered through Mid Atlantic Capital Corporation (“MACC”) a registered broker dealer, Member FINRA/SIPC.​

Financial Advice is offered through Mid Atlantic Financial Management, Inc., (“MAFM”) a SEC Registered Investment Adviser.​

Kivi Financial Group, is not a registered entity, or subsidiary or control affiliate of MACC or MAFM.​

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.​

The material provided in this site is for general information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy nor recommend any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such an offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. A broker-dealer, broker-dealer agent (“BD agent”), Registered Investment Adviser, or Registered Investment Adviser agent (“RIA agent”) may only transact in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state’s broker-dealer, BD agent or RIA agent requirements, as the case may be.

​Follow-up, individualized responses to consumers in a particular state by the broker-dealer, BD agent, Registered Investment Adviser, or RIA agent that involve either the effecting or attempting to effect transactions in securities or the rendering of investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker-dealer, BD agent, Registered Investment Adviser, or RIA agent requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, BD agent, Registered Investment Adviser, or RIA agent, a consumer should contact his or her state securities law administrator.

​* *Any third party links or websites are provided for informational purposes only.  Kivi Financial Group, MACC and MAFM not responsible for the accuracy of third party sites.  Content, comments, or services mentioned in third party links or sites should not be considered an endorsement

Check the background of this investment professional on FINRA’s BrokerCheck.

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