New Mexico Satellite Location

   

Monique joined Cross State Financial Group in 2015 as a Service Assistant.  Her background in Administrative Services and Case Management, coupled with her enthusiastic personality makes her the perfect compliment to the team.

Monique earned her B.A. in Psychology with honors from New Mexico State University.  She is an Albuquerque-native, and when she is not taking care of client's account servicing needs she enjoys spending time with her mid-school age boys and family attending and participating in athletic activities.

  

Keiko’s practice is built upon a foundation developed from decades of experiences ranging from growing up and owning family run businesses to extensive work in a variety of financial service disciplines. 

In her career, Keiko has worked with clients across the country as a Financial Advisor, Senior Trust Administrator and as an Investment Portfolio Manager. She has served as Vice President and Regional Manager for Prudential, Wachovia and Lockwood Financial tasked with working with clients and training advisors about Managed Accounts and Modern Portfolio Theory. As such, Keiko possesses an unusual range of capabilities which constitutes the base for her practice where comprehensive and cohesive Wealth Management strategies are designed with an intuitive touch for each client. This is a structured approach with an ongoing disciplined process that helps clients develop long term investment, estate planning and asset protection strategies which must work together seamlessly so clients may enjoy well defined and quantified personal goals. 

She lives in Albuquerque and spends her time outside of the office with her extended family and beloved dogs. 

Midori started in the financial services industry in 2012 after completing a one-year internship with a private practice firm in Albuquerque, but her exposure to financial services began much earlier by job shadowing her mother’s career.  She completed her B.B.A. with concentrations in finance and psychology from the Anderson School of Management at the University of New Mexico. Her background includes over 8 years of sales, marketing, non-profit management, and client service experience.

She lives in the East Mountain area just outside of Albuquerque and enjoys spending time travelling, remodeling her home and being outdoors with her family.

KAITLIN MIDORI LAMBERT

KEIKO LAMBERT