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.”
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
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
- 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 announce Carmela Aragon as our new Managing Partner + Chief Operating Officer. Carmela’s commitment to exemplary client service and business management with Kivi Financial Group since she joined us in 2016, has earned her this exciting opportunity. Carmela has over 18 years of experience in the financial industry as a Personal Bankers’ Assistant, Budget Analyst, and Client Service Manager.
Carmela work with clients & staff in preparing and processing business applications and managing client service request seamlessly. Her management skills in overseeing staff and executing initiatives keeps our organization running efficiently and effectively.
During her free time, Carmela enjoys working out and spending time with family and friends and rooting for her favorite NFL Football team.
Carmela is the proud mother of a teenage daughter.
As 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
As 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.
