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Q4 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/c31985b3-d037-4fc3-a5ed-1ffcf9380954/Monetary+Policy+v.+Inflation.png Tri-Valley Investment Research - Q4 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/weekly-market-indicators-december-27 monthly 0.5 2023-04-25 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Weekly Market Indicators, Dec 27 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/b23b5866-8047-4cc2-a779-2b1e59b85ed1/12.27.21.png Tri-Valley Investment Research - Weekly Market Indicators, Dec 27 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/weekly-market-indicators-december-13 monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Weekly Market Indicators, Dec 13 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/920c6459-75da-4974-b668-92a554e44bc0/12.13.21.png Tri-Valley Investment Research - Weekly Market Indicators, Dec 13 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/weekly-economic-indicators-december-6 monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Weekly Economic Indicators, Dec 6 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/a1430f55-d4be-4fbd-a49c-3e72cf324716/12.6.21.png Tri-Valley Investment Research - Weekly Economic Indicators, Dec 6 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/the-price-at-the-pump monthly 0.5 2023-04-25 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - The Price at the Pump - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/51b7ca5c-1b13-4a43-9c2d-e33e0029efac/Coal-Prices.png Tri-Valley Investment Research - The Price at the Pump - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/e94ca933-a27e-4c15-8312-047d2672a0c0/WTI.png Tri-Valley Investment Research - The Price at the Pump - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/november-18 monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Weekly Economic Indicators, Nov 18 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/e7b3c54c-918f-46b6-ab59-b4ccf5781c82/11.18.21.png Tri-Valley Investment Research - Weekly Economic Indicators, Nov 18 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/weekly-economic-indicators-november-8 monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Weekly Economic Indicators, Nov 8 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/33234349-bcad-44d4-9ec8-41601589d158/Economic+Indicators.png Tri-Valley Investment Research - Weekly Economic Indicators, Nov 8 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/weekly-economic-indicators-november-1 monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Weekly Economic Indicators, Nov 1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/bf2fcab2-eff9-44da-9708-847e6baf7bb5/11.1+-+11.5.png Tri-Valley Investment Research - Weekly Economic Indicators, Nov 1 - November 1 - 5 Contrary to the notion that this recent surge in equities is driven by earnings, EPS on the SPX for 2022 has contracted, and EPS on the QQQ for 2021 and 2022 have both contracted. The IG bond market is pricing in significantly more risks than the equity market is at the moment, and all the indicators seem to be pointing towards full risk on in the equity markets - seems a bit toppy. Click here to read this week’s research. https://www.miradorcp.com/blog/weekly-economic-indicators-october-25 monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Weekly Economic Indicators, Oct 25 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1635789649248-A01B2UE6BHM10582R1Q5/10.25+-+10.29.png Tri-Valley Investment Research - Weekly Economic Indicators, Oct 25 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/the-nightmare-before-christmas monthly 0.5 2023-05-01 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - The Nightmare Before Christmas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/5a22b505-ff31-46f9-9548-eaeb6dfb906f/Sailings.jpg Tri-Valley Investment Research - The Nightmare Before Christmas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/080d5c79-4f9a-44ce-a5d5-b9fc282e7127/Drewry+Index.png Tri-Valley Investment Research - The Nightmare Before Christmas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/q3-letter-1 monthly 0.5 2023-04-26 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/eb96c7ce-1969-4bd5-941d-9dc956aa0009/Bryce-Sonsteng.jpg Tri-Valley Investment Research - Q3 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/ed0c5ab0-534b-40e8-ae61-5d48f5a3378a/Inflation+Expectations.png Tri-Valley Investment Research - Q3 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/state-of-earnings-season monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626996716443-WR2VHWE617BQGRSMH377/Inflation.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626996756040-K6C0G0J284M4LB9RDTV6/Earnings.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/smb-sentiment monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626303148669-K49YUY3LA3PL55JH0NKI/Business-Outlook.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626303158895-H191GTX6TS9JQ2LQYC5Y/Labor-Market.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626303172882-FZW1HN74DQ93YJPW80E3/Inflation.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/q2-letter monthly 0.5 2024-01-03 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626294439209-9TIB5QVVXQB4XBMWRGTW/Fireworks.png Tri-Valley Investment Research - Q2 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626119695581-0M7VLK99L8GJR6JZGEBO/Reverse-Purchase-Agreements.png Tri-Valley Investment Research - Q2 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626119964222-8H0WZSTW95PB2FWLEHQ5/10Y+Yield.png Tri-Valley Investment Research - Q2 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1626119012830-PVTKZR3KI61I6N1KX3JA/US+10Y.png Tri-Valley Investment Research - Q2 Letter - 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/make-or-break-inflation monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1625780947292-53DS3B0UJWPV77BYPPUM/10Y+Bounce.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1625780957805-B2JULG1LT8ECCH79GZSG/Reflation.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/not-your-grandfathers-market monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1623366409909-QNE2L069JEBUM18CLQ58/CPI.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1623366422895-VS4HVH8TJA0Y5RWJT2X1/Yields.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/money-moves monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1622757664345-237YWTQNL10BCKCTBBY5/M2+Money.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1622757677430-CMRW4ZTYFU8VMJCF28CI/Market+Money.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/credit-impulse monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1622067479839-NP8YMAWVMBMY7AGMKND0/Fed+Policy.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1622067493338-W8GP2PJZ39OU65Q2RKB7/Manufacturing+Indices.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/state-indicator monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1621527462827-G8QFTV15FOGR0KEOQ20B/State+Indicators.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1621527505057-5R6SD7CZYIXT9BRMBS2P/Asset+Prices.png Tri-Valley Investment Research - Weekly Charts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/blog/rate-wars monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1620335904730-AVXAQTWJE519QTOOLFH2/Inflation.png Tri-Valley Investment Research - Weekly Charts https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1620335962762-H6ZF5R5DW2XV6BINLGV0/Interest+Rates.png Tri-Valley Investment Research - Weekly Charts https://www.miradorcp.com/blog/small-caps-overdone monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1619715561294-LKDK8BQJ1792U2ZMAA4J/PMI.png Tri-Valley Investment Research - Weekly Charts https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1619715584253-PL6JNGKKKSO7MTDOL3LU/Valuations.png Tri-Valley Investment Research - Weekly Charts https://www.miradorcp.com/blog/equity-spreads monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1619120697672-OSHCLMRFCCQEYY2H1CFR/Figure+1.png Tri-Valley Investment Research - Weekly Charts https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1619120723312-Y9JQCSE1T6ETQA25ONFR/Figure+2.png Tri-Valley Investment Research - Weekly Charts https://www.miradorcp.com/blog/q1-letter monthly 0.5 2024-01-03 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1618417971574-LBX1P26SQ6GQDGRO92MS/Asset+Prices.JPG Tri-Valley Investment Research - 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IPO and SPAC Frenzy https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1604690525063-IQROYX5E9ZI9QV9G5VLL/Securities+Trades.png Tri-Valley Investment Research - IPO and SPAC Frenzy https://www.miradorcp.com/blog/small-business-optimism-index monthly 0.5 2023-04-25 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1603211550844-Y27TXP45N293PGESUFYU/Emma+Garman.jpg Tri-Valley Investment Research - Small Business Optimism Index https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1603211565876-G4KFMYLV9U2FHEB4W7IG/Max+Stubbs.jpg Tri-Valley Investment Research - Small Business Optimism Index https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1603147950363-RMBZQC6090JIGFC2QYNY/SMB+Optimism+Index.png Tri-Valley Investment Research - Small Business Optimism Index https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1603213617985-0PISWZC6PHVGOEWB3VDE/SMB+Index.png Tri-Valley Investment Research - Small Business Optimism Index https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1603213767740-ULDQORTIEXS7LK9VAMEQ/Production+Levels.png Tri-Valley Investment Research - 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A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies. In addition, he is responsible for all investments in the Financial Services, Financial Technology, and Insurance Sectors for Tri-Valley Ventures. Prior to founding Mirador, Don served his clients at two of the nation’s largest advisory firms. He is very active in the Tri-Valley area and supports many community organizations, including The First Tee of the Tri-Valley, The George Archer Foundation, and the Livermore Valley Winegrowers Foundation. Don lives in Pleasanton with his wife Mindy and has two children, Emma (Georgetown University) and Scott (UC Berkeley). He is an avid drummer, golfer, and snowboarder. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/6467af85-0aea-49d0-b072-2b13f46bdfcc/Carol.jpg Financial Advisors - Carol Wikle CFP®, CIMA®, CRPC® Principal 925-621-1028 carol.wikle@miradorcp.com Carol is an investment professional with over 20 years of experience. Prior to changing careers in 1998, Carol owned and operated her own company for 16 years, serving as the Chief Financial Officer. Carol understands the needs of business owners and families, and works with them to simplify their financial picture. She works with clients to collaborate with their tax and legal advisors for efficient implementation of their goals and plans. Carol has earned the prestigious designations of Certified Financial Planner®, Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor®. She is a member of the firm's Investment Committee. Prior to Mirador Capital Partners, Carol was Financial Advisor, Associate Vice President in The Garman Group at Morgan Stanley. Carol began her career as a Financial Advisor at Merrill Lynch in 1999, building her own practice until joining The Garman Group in 2006 at Merrill Lynch. Carol actively gives to her community through her 25 years of service in the Castro Valley Rotary Club where she is a Past President, having held the position for 2016-2017. Carol has also served on the Board of Directors of the San Leandro Boys and Girls Club and the Eden Medical Center Foundation. Her passions include dancing, gardening, cooking, traveling, and Bible study. Carol graduated from Cal State East Bay and is the mother of two sons, Don Garman and Howard Wikle. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/4faea9ae-5fbe-4245-aaae-b62f6c4fe5d2/Dan.jpg Financial Advisors - Dan Murray Principal 925-621-1004 dan.murray@miradorcp.com Dan Murray is an advisor at Mirador Capital Partners and is a member of the firm's Investment Committee. He advises individuals, families and assists companies with their retirement plans. Since 1995, Dan Murray has been actively involved in investment management and the capital markets. Prior to Mirador Capital Partners, Dan worked at Morgan Stanley as a Financial Advisor in The Garman Group. Earlier in his career, Dan was a General Partner for the Manzanita Fund, LP, where he managed a portfolio of equities and ETFs. Dan also served as a Managing Partner of the broker-dealer MasterBlaster Trading Company, LLC. For the firm, he made markets in equity and index options on The Pacific Exchange, as well as the Chicago Board Options Exchange. Dan is deeply engaged in his community. He is involved in the Northern California Chapter of the University of Colorado's Alumnae Association, where he graduated cum laude in History and Sociology. He is a long-time member of the Mill Valley Historical Society, served as a coordinator of the Mill Valley Soccer Club's Recreational League and coached in the Mill Valley Little League. Since 2010, he has served on the Board of Trustees of the Mount Tamalpais School, where he is also an alumnus. He was the co-chairman of Save our Trails, where he successfully led a community effort in Mill Valley, CA to preserve the town's heritage Steps, Paths, and Lanes. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/bd418f4c-04e0-486e-a6dc-560f4ee2e83f/Joe.jpg Financial Advisors - Joseph D. Garcia CFP® First Vice President, Wealth Management Advisor 925-621-1002 joseph.d.garcia@miradorcp.com With over 25 years experience in finance and investments, Joe is a skilled professional, offering asset and liability management, estate planning, and financial solutions. As First Vice President, Wealth Management Advisor at Mirador Joe is proud to service our clients with a strong research approach and dedication to excellence. Joe is a member of Mirador’s Investment Committee and has earned the prestigious designation of Certified Financial Planner®. Originally from New Jersey, Joe earned his Bachelor of Arts in Economics from The University of California, Berkeley. Upon graduation, Joe pursued a career in finance, working for Merrill Lynch in their San Mateo office. Joe moved to Merill Lynch's downtown San Francisco office after 10 years in San Mateo to become a Producing Sales Manager where he helped develop and train advisors as well as handle his own clients. During his career at Merrill, Joe was honored to serve clients who he considers friends, and was responsible for nearly $200 million in client assets. Joe lives in the heart of San Francisco. He is a member of the San Francisco Financial Planning Association. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/5b9e1af2-61a0-4caa-8fd2-b5022d337a06/Mark.jpg Financial Advisors - Mark Swoboda Financial Life Planner and Investment Manager 925-621-1010 mark.swoboda@miradorcp.com Mark Swoboda is a Financial Life Planner and Investment Manager at Mirador Capital Partners and serves as a member of the firm’s Investment Committee. Mark specializes in working with families and professionals to help them prepare for their future and ultimately achieve financial independence. He helps his clients create a comprehensive and easy to follow financial plan that prepares them for both their long-term and short-term goals, whether it be saving for college, buying a second home, estate planning, optimizing taxes on equity compensation, or retirement planning. Mark joined Mirador after spending 14 years as a successful sales executive in both the semiconductor and SaaS industries. While leading global account teams in the high-tech industry, he found it difficult to understand how his investment plan was preparing him for the future and decided to learn as much as he could himself. Through the process he found himself supporting friends and family with their investing strategies and found his passion as a financial advisor. A native of Pleasanton, Mark attended Foothill High School where he was an All-American lacrosse player. He went on to attend Santa Clara University where he graduated with a Bachelor of Science in Electrical Engineering in addition to captaining the University’s lacrosse team, where he earned All-America and Academic All-America honors. Mark is an active member of the Pleasanton community where he lives with his wife and two young daughters. When he is not working, Mark enjoys hiking, golfing, skiing, and spending time with his family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/8b5d91fc-2eaa-4e2d-af24-114b4ced63d7/Audrey.jpg Financial Advisors - Audrey Glafkides CFP® Chief Operating Officer 925-621-1001 audrey.glafkides@miradorcp.com Audrey has more than 30 years of financial services and real estate experience. Audrey is responsible for the daily operations of the firm as well as trading, compliance, and human resources. In addition, Audrey offers her services as a Notary Public and, as a Certified Financial Planner®, she provides financial planning for clients. She also leads the firm's Women's Investment Education initiative and involvement in the community. Prior to Mirador, Audrey worked for Morgan Stanley as a Relationship Manager in The Garman Group. She has her State of California Insurance license and has earned the prestigious designation of Certified Financial Planner®. Audrey is a member of the firm's Management Committee. A native of Pleasanton, Audrey actively volunteers as a member of Pleasanton North Rotary, at animal rescues, and for other local community groups. She is a graduate of the University of the Pacific as well as the Leadership Pleasanton program. She enjoys spending time with her two children, Scott and Elise, and her family, as well as hiking, travel and time with her animals. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/8041065b-7c80-4c34-bfd1-18b87ce613d4/Daniel.jpg Financial Advisors - Daniel Potts Vice President, Marketing 925-621-1003 daniel.potts@miradorcp.com Daniel is a graduate of the University of Nevada, Reno where he earned a Bachelor of Arts in Communications and a minor in Business. He is responsible for marketing and many day-to-day operations at Mirador. Daniel lives in Livermore where he is able to appreciate the Tri-Valley for its proximity to world class wineries. Daniel enjoys spending his time off traveling, bike riding, reading, and pursuing novel dining experiences. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/7ad8db06-3432-4b26-99ac-e74e5dcb33ec/Jackson.jpg Financial Advisors - Jackson Vickers Wealth Advisor & Employer Stock Plan Specialist 925-621-1020 jackson.vickers@miradorcp.com Jackson Vickers is a Wealth Advisor at Mirador Capital. He specializes in advanced financial planning with an emphasis on employer stock options, restricted stock, and other employer equity compensation. Jackson works closely with our clients to review their portfolios, steering them toward clearly defined goals and expectations. He is also an active member of the firm’s Investment Committee. Jackson graduated Summa Cum Laude from Barrett, The Honors College at Arizona State University with a Bachelor of Science in Finance and certificates in International Business and Political Economy. Jackson is originally from Phoenix, Arizona. He attended Brophy College Preparatory where he played on the varsity golf team. Prior to joining Mirador, Jackson spent over three years interning in the financial planning department at the Dollarhide Financial Group. In his free time, Jackson loves to play golf, cook, read, travel, and spend time with friends and family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/75e769b8-e284-48b0-94fe-56267445870c/Chris-Connolly.jpg Financial Advisors - Chris Connolly Real Estate Specialist 925-621-1031 chris.connolly@miradorcp.com Chris has over 15 years of experience investing in real estate. He specializes in 1031 exchanges and is a licensed mortgage broker. Chris combines deep industry knowledge with a commitment to personalized service, to help clients navigate financial opportunities. In addition to his role at Mirador, Chris serves as Director of Finance at Brave Christian Schools. Chris was born and raised in Pleasanton, where he now lives with his wife and three kids. In his free time, he enjoys spending time with family and staying active. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/e32ba9ea-7d81-4170-96ac-88fa0f4a2ad7/Amber.jpg Financial Advisors - Amber Ottersen VP of Operations 925-621-1034 amber.ottersen@miradorcp.com As Vice President of Operations, Amber leads Mirador’s operational strategy and oversees the client service team, ensuring advisors and clients receive the highest level of care and support. She is responsible for the firm’s training initiatives, driving technology adoption, and managing relationships with key external service providers. With a deep understanding of the accounts and processes our clients navigate each day, Amber is an invaluable resource whose expertise is widely respected across the firm. Known for her leadership and organizational talent, she helps Mirador continually refine its operations and deliver better outcomes for clients. A lifelong Livermore resident, Amber enjoys spending time outdoors with her young family—hiking, camping, and running whenever she can. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/ad1e2ed1-a7b9-4383-92eb-211f91db4f94/Blair.jpg Financial Advisors - Blair Laidlaw Client Service Associate 925-621-1005 blair.laidlaw@miradorcp.com Blair Laidlaw is a Client Service Associate at Mirador where he is responsible for supporting our advisors, ensuring a smooth experience for our clients, and being an avenue for clients to field any queries they may have. His professional experience spans eight years with roles in Investment Operations and Wealth Management across Australia, Canada, United Kingdom, and the US. Prior to Mirador, he worked at large investment firms including JP Morgan and Alliance Bernstein, where he obtained his SIE, Series 7, and Series 63. Blair is a graduate of The University of Aberdeen in Scotland, where he earned his Bachelor of Arts in Business Studies. He currently resides in Castro Valley and is passionate about international travel, golf, soccer, and spending time with his family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/2c22a7c0-be8b-463c-94f2-d0ac1316c8fd/Kylie.jpg Financial Advisors - Kylie Watson Client Service Associate 925-621-1017 kylie.watson@miradorcp.com In her role as a CSA, Kylie is responsible for assisting Mirador’s advisors and clients with a variety of tasks and requests. She has extensive experience with our firm in account management and administrative support. Her professional background includes nearly a decade in customer service positions. Kylie is a graduate of the University of Arizona Global Campus, where she earned a Bachelor of Arts degree in Accounting. She currently resides in Dublin with her husband and son. She enjoys camping, cooking, and spending time with her family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/3d6667c0-8313-4d3e-8001-dadc62e76285/Chris.jpg Financial Advisors - Chris Fusco Senior Client Service Associate 925-621-1007 chris.fusco@miradorcp.com Chris Fusco is an experienced financial services professional with a strong background in executive support, client relationship management, trading, and operations. He has held leadership roles at Tocqueville Asset Management in New York City and Merrill Lynch in San Francisco, where he excelled in streamlining operations and providing high-level administrative support to C-Suite executives and Ultra High Net Worth clients. Chris holds an MBA in Management and a BS in Graphic Design, with a minor in Business Management, from SCSU. In his personal life, Chris enjoys skiing, spending time with family, cooking, motorsports, vintage audio gear, and photography. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/57361116-7941-49f2-b230-b3733dd47da2/Asha.jpg Financial Advisors - Asha Culhane Financial Planning Associate 925-621-1030 asha.culhane@miradorcp.com Asha Culhane holds an undergraduate degree from The Haas School of Business at UC Berkeley and a master’s degree from Columbia University. As a Track & Field athlete at UC Berkeley, she competed in the heptathlon and was awarded the Pac-12 All-Academic Honorable Mention. During her time at Haas, Asha was the Haas Undergraduate Commencement speaker and was awarded the Thomas Tusher Scholarship and the Oscar Geballe Scholarship for postgraduate study. Professionally, Asha has worked as a director of finance in Berkeley and Los Angeles. Prior to this, Asha led teams based in London and Paris as a project manager for The International Olympic Committee’s Olympic Channel. Asha is passionate about public speaking and fine art. Fluent in French, she has a certification from The National Conservatory of Art in Paris, France. Born and raised in California, Asha enjoys hiking in nature and spending time with her family and loved ones. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/9bded185-dba6-47f4-84f9-78fce3337150/Ryan.jpg Financial Advisors - Ryan Long Research Analyst 925-683-1494 Ryan is a Research Analyst at Mirador Capital Partners and an Investment Associate at Tri-Valley Ventures. Prior to joining Mirador, Ryan worked as an Investment Banking Associate at the Bank of Montreal providing financial advisory services to clients in the technology sector with a focus on M&A, debt financings and equity offering transactions. He graduated with Highest Distinction from the University of Iowa, earning a Bachelor of Business Administration in Finance and a Minor in Psychology. A native of the Tri-Valley area, Ryan grew up in Danville, attended Monte Vista High School, and participated in Track and Cross Country. In his leisure time, he enjoys playing basketball, boating, weightlifting, and distance running. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/c4197e93-0e55-4464-bffc-8f3aeb68b4b0/Deja.jpg Financial Advisors - Deja Holland Receptionist 925-621-1000 deja.holland@miradorcp.com Deja Holland serves as our receptionist, creating an inviting environment for our clients and providing them with an exceptional experience. Deja's background as an educator demonstrates her strong leadership and organizational skills. She brings a unique blend of academic and administrative experience to her role at Mirador. Deja is a graduate of San Jose State, where she earned a Bachelor of Arts in Communication Studies. She enjoys outdoor activities like hiking, exercising, and going to the beach. She currently resides in Oakland. https://www.miradorcp.com/tri-valley-research-report daily 0.75 2023-09-07 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1665682844928-E309F99XH31RY0X7RFZD/Tri-Valley-Research-Mirador.png Tri-Valley Research https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/d7c76e32-d869-4ec4-9906-bf91e4906cba/Cover+Of+Mirador+View+Research+Report.png Tri-Valley Research - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/a2857fc2-cc92-4df9-bd73-17133da7fc27/Tri-Valley-Public-Companies.png Tri-Valley Research - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/a434495d-1d6d-4fb4-b136-7de08c56aa52/Report+Featuring+Tri-Valley+VC+Deals Tri-Valley Research - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/ef7d2f65-ec37-4716-8586-4bd70555f854/2023-Mirador-View-People.png Tri-Valley Research - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/analyticstxt daily 0.75 2022-01-25 https://www.miradorcp.com/book daily 0.75 2024-01-30 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1665682753704-GD9B824A9NHRZY1GCSRU/Book-Don-Garman-Mirador.png Book https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/5d3d0190-a6f7-4067-b8c2-e08859e7b4f5/The-Mirador-View-Book.png Book - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/fbc9a79d-3c21-4b60-a0e0-9a11d477679a/Don.jpg Book - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.miradorcp.com/team-1 daily 0.75 2026-02-19 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/171d942c-8046-45be-9f1a-6f5a8f27dcfc/5.jpg Team (Copy) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/da92fbce-245a-4015-ab21-d7ef5990b9c5/Don.jpg Team (Copy) - Don Garman Founder & Chief Investment Officer 925-621-1013 don.garman@miradorcp.com Don is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies. In addition, he is responsible for all investments in the Financial Services, Financial Technology, and Insurance Sectors for Tri-Valley Ventures. Prior to founding Mirador, Don served his clients at two of the nation’s largest advisory firms. He is very active in the Tri-Valley area and supports many community organizations, including The First Tee of the Tri-Valley, The George Archer Foundation, and the Livermore Valley Winegrowers Foundation. He also serves as President of the Tri-Valley Cal (UC-Berkeley) Alumni Club. Don lives in Pleasanton with his wife Mindy and has two children, Emma (Georgetown University) and Scott (high school junior). He is an avid drummer, golfer, and snowboarder. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/b699ce03-ca66-4819-9d08-453927b32330/Carol.jpg Team (Copy) - Carol Wikle CFP®, CIMA®, CRPC® Principal 925-621-1028 carol.wikle@miradorcp.com Carol is an investment professional with over 20 years of experience. Prior to changing careers in 1998, Carol owned and operated her own company for 16 years, serving as the Chief Financial Officer. Carol understands the needs of business owners and families, and works with them to simplify their financial picture. She works with clients to collaborate with their tax and legal advisors for efficient implementation of their goals and plans. Carol has earned the prestigious designations of Certified Financial Planner®, Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor®. She is a member of the firm's Investment Committee. Prior to Mirador Capital Partners, Carol was Financial Advisor, Associate Vice President in The Garman Group at Morgan Stanley. Carol began her career as a Financial Advisor at Merrill Lynch in 1999, building her own practice until joining The Garman Group in 2006 at Merrill Lynch. Carol actively gives to her community through her 25 years of service in the Castro Valley Rotary Club where she is a Past President, having held the position for 2016-2017. Carol has also served on the Board of Directors of the San Leandro Boys and Girls Club and the Eden Medical Center Foundation. Her passions include dancing, gardening, cooking, traveling, and Bible study. Carol graduated from Cal State East Bay and is the mother of two sons, Don Garman and Howard Wikle. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/bf292b19-ff51-4772-a7fc-5ed9713a9b58/Dan.jpg Team (Copy) - Dan Murray Principal 925-621-1004 dan.murray@miradorcp.com Dan Murray is an advisor at Mirador Capital Partners and is a member of the firm's Investment Committee. He advises individuals, families and assists companies with their retirement plans. Since 1995, Dan Murray has been actively involved in investment management and the capital markets. Prior to Mirador Capital Partners, Dan worked at Morgan Stanley as a Financial Advisor in The Garman Group. Earlier in his career, Dan was a General Partner for the Manzanita Fund, LP, where he managed a portfolio of equities and ETFs. Dan also served as a Managing Partner of the broker-dealer MasterBlaster Trading Company, LLC. For the firm, he made markets in equity and index options on The Pacific Exchange, as well as the Chicago Board Options Exchange. Dan is deeply engaged in his community. He is involved in the Northern California Chapter of the University of Colorado's Alumnae Association, where he graduated cum laude in History and Sociology. He is a long-time member of the Mill Valley Historical Society, served as a coordinator of the Mill Valley Soccer Club's Recreational League and coached in the Mill Valley Little League. Since 2010, he has served on the Board of Trustees of the Mount Tamalpais School, where he is also an alumnus. He was the co-chairman of Save our Trails, where he successfully led a community effort in Mill Valley, CA to preserve the town's heritage Steps, Paths, and Lanes. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1620147898123-HXH2QRYWDLOH3U7N7K8K/Lauren-Moone.jpg Team (Copy) - Lauren Moone CFA, CFP®, CPWA® Executive Vice President 925-621-1007 lauren.moone@miradorcp.com Lauren Moone is an Executive Vice President with Mirador Capital Partners and has been providing investment advice to high net worth individuals, families, and institutions for 15 years. She additionally chairs Mirador's Investment Committee and is a member of the firm's Management Committee. Prior to her time at Mirador, Lauren served as the Director of Investments at First Republic Bank where she oversaw $2 billion of fiduciary investment portfolios. Prior to First Republic, Lauren advised ultra-high net worth families and foundations on portfolio construction, asset allocation, and manager selection at independent advisory firms Harris, myCFO, and Brownson, Rehmus and Foxworth. She is a native of Seattle, Washington and moved to California to attend Claremont McKenna College, where she graduated with a degree in Economics and Accounting. Lauren is a CFA charterholder, a Certified Financial Planner (CFP®) certificant and a Certified Private Wealth Advisor (CPWA®). Lauren currently resides in Pleasanton, California with her husband and three children. She enjoys snowboarding, waterskiing, playing the piano, and cheering on the 49ers. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/6120869f-4c84-483e-9513-1a037907443c/Joe.jpg Team (Copy) - Joseph D. Garcia CFP® First Vice President, Wealth Management Advisor 925-621-1002 joseph.d.garcia@miradorcp.com With over 25 years experience in finance and investments, Joe is a skilled professional, offering asset and liability management, estate planning, and financial solutions. As First Vice President, Wealth Management Advisor at Mirador Joe is proud to service our clients with a strong research approach and dedication to excellence. Joe is a member of Mirador’s Investment Committee and has earned the prestigious designation of Certified Financial Planner®. Originally from New Jersey, Joe earned his Bachelor of Arts in Economics from The University of California, Berkeley. Upon graduation, Joe pursued a career in finance, working for Merrill Lynch in their San Mateo office. Joe moved to Merill Lynch's downtown San Francisco office after 10 years in San Mateo to become a Producing Sales Manager where he helped develop and train advisors as well as handle his own clients. During his career at Merrill, Joe was honored to serve clients who he considers friends, and was responsible for nearly $200 million in client assets. Joe lives in the heart of San Francisco. He is a member of the San Francisco Financial Planning Association. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/6799046c-375d-4771-aac2-0c2af2a9d896/Audrey.jpg Team (Copy) - Audrey Glafkides CFP® Chief Operating Officer 925-621-1001 audrey.glafkides@miradorcp.com Audrey has more than 25 years of financial services and real estate experience. Audrey is responsible for the daily operations of the firm as well as trading, compliance, and human resources. In addition, Audrey offers her services as a Notary Public and, as a Certified Financial Planner®, she provides financial planning for clients. She also leads the firm's Women's Investment Education initiative and involvement in the community. Prior to Mirador, Audrey worked for Morgan Stanley as a Relationship Manager in The Garman Group. She has her State of California Insurance license and has earned the prestigious designation of Certified Financial Planner®. Audrey is a member of the firm's Management Committee. A native of Pleasanton, Audrey currently serves as the Director of the Tri-Valley Cal Alumni Group, is past-Treasurer for the Women's Council of Realtors, and actively volunteers as a member of Pleasanton North Rotary and other local community groups. She is a graduate of the University of the Pacific as well as the Leadership Pleasanton program. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/48a06e24-36f7-448f-a5f2-f612e45cc21d/James.jpg Team (Copy) - James Langford Director of Research 925-621-1012 james.langford@miradorcp.com James is the Director of Research at Mirador Capital Partners where he conducts research at the individual company level, in addition to the sector and macroeconomic level. He is also responsible for sourcing, structuring, and analyzing direct investment opportunities for Tri-Valley Ventures. James’s experience includes providing over $1 billion in financing to over 60 innovative companies across both the earlier stage venture world and more mature middle-market. Prior to Mirador and TVV, James was the lead west coast originator for Espresso Capital, a private investment fund that provided growth capital to technology and healthcare companies. Previously, James worked at PNC Bank, and Bridge Bank, where he performed financial, technical, and legal due diligence. James is a Pleasanton native. He attended Alisal Elementary School, Hart Middle School, and Foothill High School, where he was an all-state football player. James went on to play NCAA Division I college football at UC Berkeley, where he scored 86 points for the Golden Bears in his senior year, and was a finalist for the NCAA Academic All-American team. James graduated with a BA in Economics. When he’s not reading company filings, quarterly earnings calls, pitch decks, and research reports, James enjoys spending his time traveling with his wife, coaching football kickers and punters, tutoring high school students, hiking the Pleasanton Ridge, and golfing. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/e5e40610-a836-4cfb-9813-2939126e1d2c/Daniel.jpg Team (Copy) - Daniel Potts Vice President, Marketing 925-621-1003 daniel.potts@miradorcp.com Daniel is a graduate of the University of Nevada, Reno where he earned a Bachelor of Arts in Communications and a minor in Business. He is responsible for marketing and many day-to-day operations at Mirador. He works closely with Don and Audrey to organize events for the Tri-Valley Cal Alumni Club. Daniel lives in Livermore where he is able to appreciate the Tri-Valley for its proximity to world class wineries. Daniel enjoys spending his time off traveling, bike riding, reading, and pursuing novel dining experiences. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/196d429b-d2d0-470a-a908-573f6eec42f4/Bryce.jpg Team (Copy) - Bryce Sonsteng Analyst 925-621-1011 bryce.sonsteng@miradorcp.com As an Analyst at Mirador, Bryce’s job is to produce research on public companies in the Tri-Valley. He also works at Tri-Valley Ventures, where he is responsible for sourcing deals and evaluating investments. Bryce attended California State University, Chico where he earned a Bachelor of Business Administration with concentrations in Business Finance and Applied Mathematics. He served as President of the Investor’s Club and spent one semester studying International Business in Italy. Upon graduating from Chico, Bryce received the Finance Leadership Award from the College of Business. Before joining Mirador, Bryce was a Capital Raising Analyst for a Private Equity firm in Los Angeles while concurrently in college. During this period he helped the firm raise over $50M. His internship experience includes analyst positions at a wealth management firm, a hedge fund, and an investment bank. Outside of the office Bryce practices Muay Thai and Brazilian Jiu Jitsu and enjoys traveling. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/a7e10990-6036-46fa-993a-54c8fb49e92d/Sean.jpg Team (Copy) - Sean Cook Senior Client Service & Investment Associate 925-621-1017 sean.cook@miradorcp.com Sean Cook is a graduate of University of California, San Diego where he earned a major in Communications and a minor in Business, with an emphasis in Marketing. In his role as a Senior Client Service and Investment Associate, Sean is responsible for account maintenance, trading, and expert knowledge of our performance reporting software, Black Diamond. Prior to Mirador, Sean worked in the medical device recruitment field, where he was eager to negotiate on his clients' behalf in order to satisfy their requests. After a collegiate career in track and field, Sean now spends his free time training for Brazilian Jiu Jitsu tournaments, cooking a variety of dishes, and broadcasting digital media. Sean looks forward to becoming well acquainted with all Mirador clients. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/cf22f127-8691-48d9-ad80-0069e68b8dfd/Mariaha.jpg Team (Copy) - Mariaha Saldana Senior Client Service & Operations Associate 925-621-1035 mariaha.saldana@miradorcp.com Mariaha is a graduate of San Jose State University, where she earned a Bachelor of Science in Business with an emphasis in Management. She is responsible for servicing client accounts. Prior to Mirador, Mariaha worked in the legal administration field where she gained experience analyzing and solving immigration, litigation, and government and affairs issues. Mariaha grew up in the Tri-Valley. She currently resides in the South Bay where she spends her free time road tripping, reading, volunteering, and trying new foods. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/a944c5ed-4540-48c3-a545-6fc71661f8ea/Emma.jpg Team (Copy) - Emma Hill Client Service Associate 925-621-1005 emma.hill@miradorcp.com Emma Hill graduated from Seattle University with a Bachelor of Arts in Criminal Justice with a minor in Ethics. She is responsible for servicing client accounts at Mirador with a strong attention to detail and the highest degree of simplicity, which our clients have come to appreciate. Emma brings a wealth of knowledge to the team from her various positions at law firms throughout California. She currently resides in the South Bay where she practices a lifelong passion of volunteering. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/259a2e80-8dd5-4863-867f-efede44633a4/Amber.jpg Team (Copy) - Amber Ottersen Office Manager 925-621-1000 amber.ottersen@miradorcp.com Amber Ottersen is a graduate of California State University, Sacramento where she earned a degree in Kinesiology.At Mirador, Amber is responsible for supporting our advisors, keeping us organized, and ensuring our staff and guests have a comfortable experience while they’re in the office. Her professional experience includes managing a large Livermore dental practice and operating a personal fitness business. She is looking forward to acquainting herself with the financial services industry. Amber is a lifelong resident of Livermore, where she currently resides with her husband and two young children. She enjoys hiking, camping and her morning runs. https://www.miradorcp.com/giving-back daily 0.75 2023-04-25 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1665682807607-FK99PPEE5V4JADLWO7NV/Mirador-Charitable.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356504428-1XDCP0NHOU3LQVLQCYJ1/First-Tee-Tri-Valley.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356504487-C2T4QOVSIIHMSFNJGSLL/George-Archer-Foundation.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356506387-GH6HEHERI59TKWA9TR3I/PPIE.jpg Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356503803-3G65FQK6IVN3CP0DIL20/Alameda-County-Food-Bank.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356506996-VRJY80MG6SQ55JJ7OKKA/Rotary.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656367325099-5XKZA5UF4FDBG2E5SFS8/Livermore-Valley-Wine-Auction.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356505357-KC1U1RUSPQPOHQZGQ1ZO/Naval-Postgraduate-School.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356506421-Q2YDD8ESTOQ2SY4PQIF7/PUSD.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356507631-FKO9D6BA90FZACPN8XWD/Shepherds-Gate.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356508866-57EN9UPFF32JB4ZZPWMD/Taylor-Family-Foundation.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356509228-TM6FYT8VJZ0R3PP5YJVZ/Team-Esteem.jpg Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356511625-CVMAIX1TYLUODXI5OIW9/Valley-Humane-Society.jpg Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656436170879-47WFM6ZCEQSBSB8HQVTF/Boys+and+Girls+Club.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356510516-A7T3U4QF752LIUHY3F17/Wheelchair-Foundation.png Giving Back https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1656356508209-HBCX1I0RAIOKUM88ZDEY/Sunflower-Hill.png Giving Back https://www.miradorcp.com/newsletter-signup daily 0.75 2023-04-17 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/1602865902075-PF87WCJEXLPZQG7WLLLO/MCP+Logo.png Newsletter Signup https://www.miradorcp.com/new-page daily 0.75 2026-02-12 https://www.miradorcp.com/westlake-village-team daily 0.75 2026-02-23 https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/8ba9247a-72fc-4e10-a8da-988167c99c9a/Mirador-Team-Photo.jpg Westlake Village Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/f745214a-ab15-4ab2-b4ff-098916dababb/Don.jpg Westlake Village Team - Don Garman Founder & Chief Investment Officer 925-621-1013 don.garman@miradorcp.com Don is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies. In addition, he is responsible for all investments in the Financial Services, Financial Technology, and Insurance Sectors for Tri-Valley Ventures. Prior to founding Mirador, Don served his clients at two of the nation’s largest advisory firms. He is very active in the Tri-Valley area and supports many community organizations, including The First Tee of the Tri-Valley, The George Archer Foundation, and the Livermore Valley Winegrowers Foundation. Don lives in Pleasanton with his wife Mindy and has two children, Emma (Georgetown University) and Scott (UC Berkeley). He is an avid drummer, golfer, and snowboarder. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/6467af85-0aea-49d0-b072-2b13f46bdfcc/Carol.jpg Westlake Village Team - Carol Wikle CFP®, CIMA®, CRPC® Principal 925-621-1028 carol.wikle@miradorcp.com Carol is an investment professional with over 20 years of experience. Prior to changing careers in 1998, Carol owned and operated her own company for 16 years, serving as the Chief Financial Officer. Carol understands the needs of business owners and families, and works with them to simplify their financial picture. She works with clients to collaborate with their tax and legal advisors for efficient implementation of their goals and plans. Carol has earned the prestigious designations of Certified Financial Planner®, Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor®. She is a member of the firm's Investment Committee. Prior to Mirador Capital Partners, Carol was Financial Advisor, Associate Vice President in The Garman Group at Morgan Stanley. Carol began her career as a Financial Advisor at Merrill Lynch in 1999, building her own practice until joining The Garman Group in 2006 at Merrill Lynch. Carol actively gives to her community through her 25 years of service in the Castro Valley Rotary Club where she is a Past President, having held the position for 2016-2017. Carol has also served on the Board of Directors of the San Leandro Boys and Girls Club and the Eden Medical Center Foundation. Her passions include dancing, gardening, cooking, traveling, and Bible study. Carol graduated from Cal State East Bay and is the mother of two sons, Don Garman and Howard Wikle. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/4faea9ae-5fbe-4245-aaae-b62f6c4fe5d2/Dan.jpg Westlake Village Team - Dan Murray Principal 925-621-1004 dan.murray@miradorcp.com Dan Murray is an advisor at Mirador Capital Partners and is a member of the firm's Investment Committee. He advises individuals, families and assists companies with their retirement plans. Since 1995, Dan Murray has been actively involved in investment management and the capital markets. Prior to Mirador Capital Partners, Dan worked at Morgan Stanley as a Financial Advisor in The Garman Group. Earlier in his career, Dan was a General Partner for the Manzanita Fund, LP, where he managed a portfolio of equities and ETFs. Dan also served as a Managing Partner of the broker-dealer MasterBlaster Trading Company, LLC. For the firm, he made markets in equity and index options on The Pacific Exchange, as well as the Chicago Board Options Exchange. Dan is deeply engaged in his community. He is involved in the Northern California Chapter of the University of Colorado's Alumnae Association, where he graduated cum laude in History and Sociology. He is a long-time member of the Mill Valley Historical Society, served as a coordinator of the Mill Valley Soccer Club's Recreational League and coached in the Mill Valley Little League. Since 2010, he has served on the Board of Trustees of the Mount Tamalpais School, where he is also an alumnus. He was the co-chairman of Save our Trails, where he successfully led a community effort in Mill Valley, CA to preserve the town's heritage Steps, Paths, and Lanes. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/bd418f4c-04e0-486e-a6dc-560f4ee2e83f/Joe.jpg Westlake Village Team - Joseph D. Garcia CFP® First Vice President, Wealth Management Advisor 925-621-1002 joseph.d.garcia@miradorcp.com With over 25 years experience in finance and investments, Joe is a skilled professional, offering asset and liability management, estate planning, and financial solutions. As First Vice President, Wealth Management Advisor at Mirador Joe is proud to service our clients with a strong research approach and dedication to excellence. Joe is a member of Mirador’s Investment Committee and has earned the prestigious designation of Certified Financial Planner®. Originally from New Jersey, Joe earned his Bachelor of Arts in Economics from The University of California, Berkeley. Upon graduation, Joe pursued a career in finance, working for Merrill Lynch in their San Mateo office. Joe moved to Merill Lynch's downtown San Francisco office after 10 years in San Mateo to become a Producing Sales Manager where he helped develop and train advisors as well as handle his own clients. During his career at Merrill, Joe was honored to serve clients who he considers friends, and was responsible for nearly $200 million in client assets. Joe lives in the heart of San Francisco. He is a member of the San Francisco Financial Planning Association. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/5b9e1af2-61a0-4caa-8fd2-b5022d337a06/Mark.jpg Westlake Village Team - Mark Swoboda Financial Life Planner and Investment Manager 925-621-1010 mark.swoboda@miradorcp.com Mark Swoboda is a Financial Life Planner and Investment Manager at Mirador Capital Partners and serves as a member of the firm’s Investment Committee. Mark specializes in working with families and professionals to help them prepare for their future and ultimately achieve financial independence. He helps his clients create a comprehensive and easy to follow financial plan that prepares them for both their long-term and short-term goals, whether it be saving for college, buying a second home, estate planning, optimizing taxes on equity compensation, or retirement planning. Mark joined Mirador after spending 14 years as a successful sales executive in both the semiconductor and SaaS industries. While leading global account teams in the high-tech industry, he found it difficult to understand how his investment plan was preparing him for the future and decided to learn as much as he could himself. Through the process he found himself supporting friends and family with their investing strategies and found his passion as a financial advisor. A native of Pleasanton, Mark attended Foothill High School where he was an All-American lacrosse player. He went on to attend Santa Clara University where he graduated with a Bachelor of Science in Electrical Engineering in addition to captaining the University’s lacrosse team, where he earned All-America and Academic All-America honors. Mark is an active member of the Pleasanton community where he lives with his wife and two young daughters. When he is not working, Mark enjoys hiking, golfing, skiing, and spending time with his family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/8b5d91fc-2eaa-4e2d-af24-114b4ced63d7/Audrey.jpg Westlake Village Team - Audrey Glafkides CFP® Chief Operating Officer 925-621-1001 audrey.glafkides@miradorcp.com Audrey has more than 30 years of financial services and real estate experience. Audrey is responsible for the daily operations of the firm as well as trading, compliance, and human resources. In addition, Audrey offers her services as a Notary Public and, as a Certified Financial Planner®, she provides financial planning for clients. She also leads the firm's Women's Investment Education initiative and involvement in the community. Prior to Mirador, Audrey worked for Morgan Stanley as a Relationship Manager in The Garman Group. She has her State of California Insurance license and has earned the prestigious designation of Certified Financial Planner®. Audrey is a member of the firm's Management Committee. A native of Pleasanton, Audrey actively volunteers as a member of Pleasanton North Rotary, at animal rescues, and for other local community groups. She is a graduate of the University of the Pacific as well as the Leadership Pleasanton program. She enjoys spending time with her two children, Scott and Elise, and her family, as well as hiking, travel and time with her animals. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/8041065b-7c80-4c34-bfd1-18b87ce613d4/Daniel.jpg Westlake Village Team - Daniel Potts Vice President, Marketing 925-621-1003 daniel.potts@miradorcp.com Daniel is a graduate of the University of Nevada, Reno where he earned a Bachelor of Arts in Communications and a minor in Business. He is responsible for marketing and many day-to-day operations at Mirador. Daniel lives in Livermore where he is able to appreciate the Tri-Valley for its proximity to world class wineries. Daniel enjoys spending his time off traveling, bike riding, reading, and pursuing novel dining experiences. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/7ad8db06-3432-4b26-99ac-e74e5dcb33ec/Jackson.jpg Westlake Village Team - Jackson Vickers Wealth Advisor & Employer Stock Plan Specialist 925-621-1020 jackson.vickers@miradorcp.com Jackson Vickers is a Wealth Advisor at Mirador Capital. He specializes in advanced financial planning with an emphasis on employer stock options, restricted stock, and other employer equity compensation. Jackson works closely with our clients to review their portfolios, steering them toward clearly defined goals and expectations. He is also an active member of the firm’s Investment Committee. Jackson graduated Summa Cum Laude from Barrett, The Honors College at Arizona State University with a Bachelor of Science in Finance and certificates in International Business and Political Economy. Jackson is originally from Phoenix, Arizona. He attended Brophy College Preparatory where he played on the varsity golf team. Prior to joining Mirador, Jackson spent over three years interning in the financial planning department at the Dollarhide Financial Group. In his free time, Jackson loves to play golf, cook, read, travel, and spend time with friends and family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/75e769b8-e284-48b0-94fe-56267445870c/Chris-Connolly.jpg Westlake Village Team - Chris Connolly Real Estate Specialist 925-621-1031 chris.connolly@miradorcp.com Chris has over 15 years of experience investing in real estate. He specializes in 1031 exchanges and is a licensed mortgage broker. Chris combines deep industry knowledge with a commitment to personalized service, to help clients navigate financial opportunities. In addition to his role at Mirador, Chris serves as Director of Finance at Brave Christian Schools. Chris was born and raised in Pleasanton, where he now lives with his wife and three kids. In his free time, he enjoys spending time with family and staying active. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/e32ba9ea-7d81-4170-96ac-88fa0f4a2ad7/Amber.jpg Westlake Village Team - Amber Ottersen VP of Operations 925-621-1034 amber.ottersen@miradorcp.com As Vice President of Operations, Amber leads Mirador’s operational strategy and oversees the client service team, ensuring advisors and clients receive the highest level of care and support. She is responsible for the firm’s training initiatives, driving technology adoption, and managing relationships with key external service providers. With a deep understanding of the accounts and processes our clients navigate each day, Amber is an invaluable resource whose expertise is widely respected across the firm. Known for her leadership and organizational talent, she helps Mirador continually refine its operations and deliver better outcomes for clients. A lifelong Livermore resident, Amber enjoys spending time outdoors with her young family—hiking, camping, and running whenever she can. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/ad1e2ed1-a7b9-4383-92eb-211f91db4f94/Blair.jpg Westlake Village Team - Blair Laidlaw Client Service Associate 925-621-1005 blair.laidlaw@miradorcp.com Blair Laidlaw is a Client Service Associate at Mirador where he is responsible for supporting our advisors, ensuring a smooth experience for our clients, and being an avenue for clients to field any queries they may have. His professional experience spans eight years with roles in Investment Operations and Wealth Management across Australia, Canada, United Kingdom, and the US. Prior to Mirador, he worked at large investment firms including JP Morgan and Alliance Bernstein, where he obtained his SIE, Series 7, and Series 63. Blair is a graduate of The University of Aberdeen in Scotland, where he earned his Bachelor of Arts in Business Studies. He currently resides in Castro Valley and is passionate about international travel, golf, soccer, and spending time with his family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/2c22a7c0-be8b-463c-94f2-d0ac1316c8fd/Kylie.jpg Westlake Village Team - Kylie Watson Client Service Associate 925-621-1017 kylie.watson@miradorcp.com In her role as a CSA, Kylie is responsible for assisting Mirador’s advisors and clients with a variety of tasks and requests. She has extensive experience with our firm in account management and administrative support. Her professional background includes nearly a decade in customer service positions. Kylie is a graduate of the University of Arizona Global Campus, where she earned a Bachelor of Arts degree in Accounting. She currently resides in Dublin with her husband and son. She enjoys camping, cooking, and spending time with her family. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/3d6667c0-8313-4d3e-8001-dadc62e76285/Chris.jpg Westlake Village Team - Chris Fusco Senior Client Service Associate 925-621-1007 chris.fusco@miradorcp.com Chris Fusco is an experienced financial services professional with a strong background in executive support, client relationship management, trading, and operations. He has held leadership roles at Tocqueville Asset Management in New York City and Merrill Lynch in San Francisco, where he excelled in streamlining operations and providing high-level administrative support to C-Suite executives and Ultra High Net Worth clients. Chris holds an MBA in Management and a BS in Graphic Design, with a minor in Business Management, from SCSU. In his personal life, Chris enjoys skiing, spending time with family, cooking, motorsports, vintage audio gear, and photography. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/57361116-7941-49f2-b230-b3733dd47da2/Asha.jpg Westlake Village Team - Asha Culhane Financial Planning Associate 925-621-1030 asha.culhane@miradorcp.com Asha Culhane holds an undergraduate degree from The Haas School of Business at UC Berkeley and a master’s degree from Columbia University. As a Track & Field athlete at UC Berkeley, she competed in the heptathlon and was awarded the Pac-12 All-Academic Honorable Mention. During her time at Haas, Asha was the Haas Undergraduate Commencement speaker and was awarded the Thomas Tusher Scholarship and the Oscar Geballe Scholarship for postgraduate study. Professionally, Asha has worked as a director of finance in Berkeley and Los Angeles. Prior to this, Asha led teams based in London and Paris as a project manager for The International Olympic Committee’s Olympic Channel. Asha is passionate about public speaking and fine art. Fluent in French, she has a certification from The National Conservatory of Art in Paris, France. Born and raised in California, Asha enjoys hiking in nature and spending time with her family and loved ones. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/9bded185-dba6-47f4-84f9-78fce3337150/Ryan.jpg Westlake Village Team - Ryan Long Research Analyst 925-683-1494 Ryan is a Research Analyst at Mirador Capital Partners and an Investment Associate at Tri-Valley Ventures. Prior to joining Mirador, Ryan worked as an Investment Banking Associate at the Bank of Montreal providing financial advisory services to clients in the technology sector with a focus on M&A, debt financings and equity offering transactions. He graduated with Highest Distinction from the University of Iowa, earning a Bachelor of Business Administration in Finance and a Minor in Psychology. A native of the Tri-Valley area, Ryan grew up in Danville, attended Monte Vista High School, and participated in Track and Cross Country. In his leisure time, he enjoys playing basketball, boating, weightlifting, and distance running. https://images.squarespace-cdn.com/content/v1/5e0e5884c66da555408a89df/c4197e93-0e55-4464-bffc-8f3aeb68b4b0/Deja.jpg Westlake Village Team - Deja Holland Receptionist 925-621-1000 deja.holland@miradorcp.com Deja Holland serves as our receptionist, creating an inviting environment for our clients and providing them with an exceptional experience. Deja's background as an educator demonstrates her strong leadership and organizational skills. She brings a unique blend of academic and administrative experience to her role at Mirador. Deja is a graduate of San Jose State, where she earned a Bachelor of Arts in Communication Studies. She enjoys outdoor activities like hiking, exercising, and going to the beach. She currently resides in Oakland.