Patrick M 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 a CFP® professional with 22 years of industry experience. He has been principal at Coalson Financial Services, LLC since 2008 and previously worked at Essential Financial Planning, Inc., Thornburg Investment Management Inc., and Universal Advisory Services Inc. Outside the advisory business, he has personal ownership of a medical practice. Coalson Financial Services, LLC provides customized financial planning and investment advisory services primarily to individuals who are retired or nearing retirement. The firm operates mainly on a non-discretionary basis, focusing on retirement and distribution planning, portfolio construction using mutual funds, ETFs, and select individual securities, and managing employer-sponsored retirement plan assets.

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.

Samantha Chavarria is a financial advisor at Marshall Investment Management, LLC with three years of industry experience. She holds the Series 66 designation and has worked concurrently with Marshall Investment Management, LPL Financial, and Cavill and Company since 2022. Prior to her advisory career, she held positions at Western Heritage Bank and has longstanding employment with Ruby Tuesday. Marshall Investment Management serves individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm manages its own Advisor Managed Portfolios (AMP) Wrap Program, which absorbs transaction costs and offers tailored portfolios across a diverse range of asset classes.

Eric Walton is a financial advisor at Westwind Capital with 23 years of industry experience. He holds the Series 66 designation and previously worked at Spence Asset Management for 21 years. Outside of his advisory role, he is a partner involved in property management through several real estate holding companies. Westwind Capital provides asset management and financial planning services to individuals, trusts, retirement plans, and pension plans through its FOCUS Program. The firm employs a disciplined investment approach across multiple strategies, including individual securities and customized options, and serves both individual and institutional clients.