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  • 505.344.2450
  • 505.344.2966

About Kivi Financial Group

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 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.

Our Team

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 through various golf associations. 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 high school aged daughter.

LICENSES & CREDENTIALS

  • Series 24, General Securities Principal (held with NewEdge Securities, Inc.)
  • Certified Retirement Counselor (CRC)
  • Investment Advisor Representative License (held with NewEdge Advisors, LLC and NewEdge Securities, Inc.)
  • Series 7, Securities License (held with NewEdge Securities, Inc.)
  • 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
  • 2021 NMCPG Best Collaborative Practitioner of the Year Nominee
  • 2022 NMCPG Best Collaborative Practitioner of the Year

OTHER

  • President of the New Mexico Collaborative Practice Group

Kivi Financial Group is proud to introduce Carmela Aragon, our Managing Partner and Chief Operating Officer. Carmela’s commitment to exemplary client service and business management since joining us in 2016 makes her perfect for this position.
 
With over 23 years of experience in the financial industry as a Personal Bankers’ Assistant, Budget Analyst, and Client Service Manager, Carmela brings a wealth of knowledge and expertise to her role. She works closely with clients and staff, preparing and processing business applications and managing client service requests seamlessly. Her exceptional management skills in overseeing staff and executing initiatives ensure our organization runs efficiently and effectively.
 
Carmela is a licensed insurance professional specializing in life, long-term care, and disability insurance. With a focus on preparing, selling, and managing these insurance products, Carmela expertly navigates both client needs and administrative duties to ensure comprehensive coverage and client satisfaction.
 
Outside of work, Carmela enjoys traveling, spending time with family and friends, and is an avid NFL football fan. She is also the proud mother of a teenage daughter, who is a Senior at La Cueva High School.
 

LICENSES & CREDENTIALS

  • Life & Health Insurance

CONTINUING EDUCATION

  • Continuing Education, Life & Health Insurance

As our Business Operations Manager, Deborah Kiefner plays a crucial role in streamlining client services and managing health insurance applications. She is responsible for overseeing all financial transactions and facilitating the seamless opening of new accounts, ensuring that our clients’ needs are met with precision and care.

Deborah’s meticulous attention to detail in gathering critical data and documentation helps create a smooth and efficient process for both clients and the team. She also collaborates closely with Carmela and Ingrid on staff management and operational efficiency, contributing to the overall success of the business.

With a wealth of experience in the medical field, Deborah brings expertise in staff management, compliance, accounts receivable, and insurance billing. Since joining our team in 2017, her vast knowledge and commitment have been instrumental in driving our growth and enhancing the client experience.

Outside of the office, Deborah enjoys traveling, dancing, and cherishing time spent with family and friends.

 

LICENSES & CREDENTIALS

  • Life & Health Insurance

CONTINUING EDUCATION

  • Continuing Education, Life & Health Insurance

Shyvonne Sedlacek serves as our Manager of Office Operations and Marketing, playing a key role in supporting both our internal team and our valued clients. As the first friendly face many encounter, Shyvonne creates a welcoming environment from the moment clients walk through the door. She ensures seamless day-to-day operations by managing phone communications, scheduling appointments, and maintaining office efficiency.

In addition to her operational responsibilities, Shyvonne leads the coordination of client and business contact marketing events, strengthening relationships and enhancing our brand presence. Her background in customer service, spanning retail and the food industry—has instilled in her a strong commitment to excellence in every interaction.

Since joining us in 2018, Shyvonne has brought a combination of professionalism, energy, and warmth to the team. Originally from San Diego, she moved to Albuquerque in 2014. Outside of work, she enjoys cooking for her husband and friends, and spending time outdoors through travel and camping adventures.

We’re proud to have Shyvonne as a vital part of our team!

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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. FINRA’s BrokerCheck

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