Mirador Capital Partners

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Jackson Vickers is a financial advisor at Mirador Capital Partners in Pleasanton, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Mirador Capital Partners in 2023, he worked at High Point Events and Dollarhide Financial Group and completed his education at Arizona State University. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm employs a top-down fundamental investment approach supplemented by technical analysis, managing client assets across various strategies including global allocation and tactical growth, and offers access to affiliated private funds focused on early-stage companies.

Audrey Glafkides is a CFP® professional with 16 years of industry experience. She is currently with Mirador Capital Partners and has worked at Purshe Kaplan Sterling Investments since 2016. Audrey also serves as Chief Operating Officer at Mirador Capital Partners and holds licenses as a fixed insurance agent and notary public. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and offers a variety of asset-allocation models across public and private securities and alternative investments.

Christopher Connolly is a financial advisor at Mirador Capital Partners with one year of industry experience. He holds a Series 65 designation and has prior experience at Stonecastle Land and Home Financial and Service Champions. Outside of his advisory role, he owns and operates CJC Lending Corp., a mortgage brokerage business. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a range of asset-allocation models across public and private securities and alternative investments.

Joseph Garcia is a financial advisor at Mirador Capital Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Bank of America prior to joining Mirador in 2019. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a variety of asset-allocation models across public and private securities and alternative vehicles.

Carol Wikle is a CFP® and holds a Series 66 license with 27 years of industry experience. She has been with Mirador Capital Partners since 2015. Outside of her advisory role, she is involved as a convertible promissory note holder in a fractional real estate business called Resort Equities. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and consulting. The firm combines top-down fundamental analysis with technical analysis and offers a variety of asset-allocation models across public and private securities, including affiliated private funds focused on early-stage companies.

Mark Swoboda Jr. is a financial advisor at Mirador Capital Partners with two years of industry experience. He holds a Series 65 designation and previously worked at Okta, Inc. and Autodesk, Inc. before joining Mirador Capital Partners. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental analysis approach supplemented by technical analysis and offers a variety of asset-allocation models across public, private, and alternative investments.

Daniel Murray Jr. is a financial advisor at Mirador Capital Partners with 13 years of industry experience. He holds the Series 66 designation and has been with Mirador since 2015. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a range of asset-allocation models across public and private securities and alternative vehicles.