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Jolie T
Series 65
Las Cruces, NM
Westwind Capital
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 L
CFP®, Series 65
Las Cruces, NM
Westwind Capital
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.
Patrick G
CFP®, CFA®, Series 66
Las Cruces, NM
Westwind Capital
Patrick Grooms is a CFP®, CFA®, and Series 66-licensed advisor with 16 years of industry experience. He joined Westwind Capital in 2024 after eight years at Spence Asset Management. Based in Las Cruces, NM, he is part of a five-advisor team. Westwind Capital serves individuals, trusts, retirement plans, and pension plans through discretionary asset management and financial planning. The firm employs a disciplined investment process across five strategies, including stock and income management, ETFs, and customized options, serving both individual and institutional clients.
Eric W
Series 66
Las Cruces, NM
Westwind Capital
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.
Jonathan S
Series 63, Series 65
Centennial, CO
Westwind Capital
Jonathan Stirling is a financial advisor at Westwind Capital with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spence Asset Management and Northwestern Mutual Wealth Management Company. Westwind Capital provides asset management and financial planning services to individuals, trusts, retirement plans, and pension plans through its FOCUS Program, using a disciplined investment approach with a mix of securities, mutual funds, ETFs, and customized strategies. The firm offers portfolio management for both individual and institutional clients, including specialized options strategies.
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