Patrick Grooms

Michael Cratty is a financial advisor with Cratty & Swanson Advisors L.L.C. in Las Cruces, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Cratty & Swanson Advisors since 2016 and also serves as president and insurance agent at Cratty & Swanson Insurance Services LLC since 2010. Cratty & Swanson Advisors provides hourly financial planning and consulting, hosts free educational seminars, and facilitates client relationships with third-party money managers without managing assets directly. The firm uses fundamental, technical, and cyclical analysis in its planning process and offers insurance products through its affiliated brokerage business.

Danen Coalson is the principal advisor at Coalson Financial Services, LLC in Las Cruces, NM. He holds the CFP® designation and Series 63 and 65 licenses, with 21 years of industry experience, including 18 years leading his own firm. Coalson Financial Services has an ownership interest in a local medical practice. Coalson Financial Services serves primarily retired or near-retirement individual clients, offering customized financial planning and portfolio management focused on retirement distribution, income generation, and capital preservation. The firm emphasizes aligning portfolios with client goals and risk tolerance through quantitative and fundamental analysis, operating mainly on a non-discretionary basis with frequent client interaction.

Jolie Tixier is a financial advisor at Westwind Capital in Las Cruces, NM, holding a Series 65 designation with two years of industry experience. She previously worked at Spence Asset Management and spent ten years with the New Mexico State University Foundation. Westwind Capital manages approximately $796 million for a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, offering discretionary asset management and financial planning through its FOCUS Program. The firm employs a disciplined, long-term investment approach across multiple strategies and actively manages pooled vehicles and institutional mandates.

Scott Lieberwirth is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Westwind Capital since 2022 and previously spent four years at Spence Asset Management. Before his financial advisory career, he was affiliated with the University of Texas at El Paso for nine years. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm employs a disciplined, long-term investment approach across multiple strategies, including equity, income, balanced, ETF, and customized options, with active management of pooled vehicles and institutional mandates.

Marco Rodriguez is a financial advisor at Westwind Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Spence Asset Management, Finhabits Advisors LLC, and Wells Fargo Clearing Services LLC. Westwind Capital manages approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm offers discretionary asset management through its FOCUS Program, employing a disciplined, long-term investment approach across multiple strategies including equity, income, balanced, ETFs, and customized options for sophisticated clients.

Samantha Chavarria is a financial advisor with Marshall Investment Management, LLC, holding a Series 66 designation and two years of industry experience. She has worked at Marshall Investment Management, LPL Financial LLC, and Cavill and Company since 2022. Prior to her advisory roles, her background includes positions at Western Heritage Bank and Ruby Tuesday. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm emphasizes diversified asset allocation and offers ongoing wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs.