Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Meet the Team

We specialize in creating comprehensive retirement plans to help lead individuals and families to a comfortable future.

Our exceptional staff and team of licensed financial representatives are dedicated to building portfolios customized for your unique goals, letting you focus on the things that matter most.

Lynn B. Thurgood, CLU, CAS


Phone: 505.891.9800
Cell: 505.980.9880
Fax: 505.891.3252

Lynn B. Thurgood, Founder, CEO, founded Oxford Wealth Advisors in 1987. As a Retirement Lifestyle Specialist, he coaches on case design/strategy & implementation, as well as assists with business vision and growth, and advisor training and mentoring.

Lynn has received various industry awards and recognitions, including the Million Dollar Round Table, and graduated from the American College as well as the Institute of Business and Finance. He is actively involved in the community, having served on the Chamber of Commerce as well as the Planning and Zoning Committee. He also has proudly earned an Eagle Scout award and actively serves in his church.

Lynn and his wife Donna have raised two boys and one girl and now are proud grandparents of 9 grandchildren and several grand dogs! Family and faith are the foundations of Lynn’s life.

Mercy Soto-Chavez

New Mexico Office Manager, Fixed Special Operations Manager

New Mexico

Brandon Thurgood, FSCP

AUM Special Operations Manager, Financial Advisor, Investment Advisor Representative

New Mexico

Michelle Phillips

AUM Special Operations

New Mexico

Leila Giron

Fixed Special Operations Assistant

New Mexico

Kyrie Greathouse

Financial Advisor, Fixed/AUM Special Operations Assistant

New Mexico

Sydney Phillips

Receptionist / AUM Assistant

New Mexico

Reimagine Your Retirement

It’s never too late to work toward your dreams.

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