• 505.344.2450
  • 505.344.2966
  • 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
  • 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 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

Deborah serves as our Client Service Manager and Health Insurance Specialist, where she expertly manages client service requests and processes health insurance applications. Her role also includes handling all financial transactions and facilitating the opening of new accounts.

Deborah’s dedication to obtaining essential data and documentation ensures a smooth and efficient management process for our clients. In addition, she collaborates with Carmela and Ingrid on staff management responsibilities.

With a robust background in the medical field, Deborah’s experience includes staff management, compliance, accounts receivable, and insurance billing. Since joining our team in 2017, she has contributed significantly to our success with her extensive knowledge and expertise.

Outside of work, Deborah enjoys traveling and dancing, and she values her time with family and friends.

LICENSES & CREDENTIALS

  • Life & Health Insurance

CONTINUING EDUCATION

  • Continuing Education, Life & Health Insurance

Meet Shyvonne, our dedicated Senior Executive Assistant who plays a vital role in supporting our entire team. With her warm and welcoming smile, she’s often the first point of contact for our clients, ensuring they feel valued from the moment they walk through our doors. Shyvonne expertly manages phone calls, schedules appointments, and keeps our office running smoothly. She also coordinates our client and business contact marketing events, helping to strengthen our relationships and showcase our brand.

With years of experience in customer service across both retail and the food industry, Shyvonne upholds a high standard of quality in every interaction. She has been an integral part of our team since 2018, bringing her expertise and positive energy to our workplace.

Originally from San Diego, Shyvonne relocated to Albuquerque in 2014. In her free time, she loves cooking for her husband and friends, as well as exploring the great outdoors through travel and camping. We’re lucky to have her as 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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