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Viviana Server-Medina

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Viviana Server-Medina
FPQPTM​

Operations Manager

Viviana is a Financial Paraplanner Qualified ProfessionalTM​ and the firm's Operations Manager.

As Operations Manager, Viviana’s primary responsibility is to manage day-to-day operations and ensure that clients receive “5-star service.”   This includes the development, implementation, and oversight of the firm’s processes and procedures and supervision of any administrative staff. In addition, she maintains the firm’s books and records.  Since she joined KFM in 2004, her commitment to industry best practices as well as her organizational prowess have increased our firm’s efficiency as well allowed us to increase our service offerings to our clients.

She received her Bachelor of Business Administration from the University of Miami and her MBA from Florida International University. When clients want something done perfectly, they ask for Viviana!

Viviana and her husband, Jorge, have a daughter, Celeste, and a son, Maksim. In her spare time she enjoys traveling and cake decorating. Her cake decorating skills are on par with her organizational skills-except they taste better!

Kirtland Financial Management, Inc. is an Independent Registered Investment Adviser. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.  

Kirtland Financial Management, Inc. is an Independent Registered Investment Adviser. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
 

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