Meet the professionals who can help you
Pursue Your Goals
MEET THE TEAM
The team behind Mirau Capital Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
BRIAN MIRAU, LUTCF
Founder, President | Investment Advisor
Brian Mirau is the founder and president of Mirau Capital Management and is a well-known speaker and investment advisor in New Mexico and Texas. With more than 30 years of professional experience in the financial services industry, Brian’s sound, conservative advice and tax-saving strategies have helped numerous people grow and protect their retirement assets. Brian believes the financial planning process does not need to be confusing and complicated in order to be effective and efficient, so he strives to keep it simple. Brian knows each person’s situation is unique and there is no cookie cutter approach to delivering financial advice. Brian and his wife, Karen, have been married for over 35 years, have three children and 2 grandkids. Mirau Capital is built on strong family values, which is why we strive to keep you up-to-date on issues that matter to you, your family and your financial well-being.
Advisors
PATRICK ROMERO
Investment Advisor
Patrick Romero
Investment Advisor
Patrick is an advisor here at Mirau Capital and has been in the financial services industry since 2002. He holds both his insurance and securities licenses. He is a past agency manager and has hired and trained over 130 agents. Originally from South Texas, Patrick graduated from Texas A&M University. He has been married to his wife, Dianne, since 2005, and they have two children, Evan and Emily. Patrick loves traveling, being outdoors and spending time with his family.
JEFF THOMPSON
Investment Advisor
Jeff Thompson
Investment Advisor
Jeff has been in the financial services industry since 2010. Jeff currently holds a Series 6, 7, 63, and 66 License, along with Insurance Licenses. He enjoys using his knowledge and experience to help clients to plan for their financial future. Jeff is from the southwest suburbs of Chicago, Illinois, and moved with his wife and young twins to Albuquerque (his wife’s hometown), in 2010. Active with his family and community, Jeff is also the President of the New Mexico Ice Hockey Foundation since 2014, and spends much of his free time working to enhance youth hockey opportunities for New Mexico families.
SPENCER
ORR
Investment Advisor
SPENCER ORR
Investment Advisor
Jeremy Aguilar
Investment Advisor
Jeremy Aguilar
Investment Advisor
Jeremy has been helping individuals and families plan for their financial future since 2008. With over 15 years of experience in the financial services industry, he specializes in comprehensive financial planning that includes investments, retirement strategies, insurance, tax planning, college savings, income protection, and estate planning.
Jeremy works closely with each client to understand their unique goals and values. He partners with them to design and implement personalized financial strategies that aim to grow, protect, and transfer wealth effectively. Whether clients are building assets, preparing for retirement, or planning a smooth wealth transition, Jeremy’s goal is to simplify complex decisions and provide clear guidance every step of the way.
He holds FINRA Series 6, 63, 66, and 7 licenses, as well as a New Mexico Life and Health Insurance license. His approach is built on trust, education, and long-term relationships. Jeremy is committed to ensuring every client feels confident about their financial future by offering ongoing education, regular reviews, and plan updates as life changes.
Outside the office, Jeremy is a proud husband and father to a son and daughter. He enjoys traveling, playing golf, and most of all, being a dad. Supporting his children in their sports and activities is one of his greatest joys. For Jeremy, family is everything, and it is the driving force behind his passion for helping others secure their financial futures.
SPENCER
ORR
Investment Advisor
SPENCER ORR
Investment Advisor
Operations
KAREN MIRAU
Vice President
Karen Mirau
Vice President
As Vice President of Mirau Capital, Karen Mirau leads the firm’s operations with a focus on excellence, integrity, and personalized service. She has been a part of the financial services industry since 1997 and brings decades of experience and commitment to client care. Karen holds her insurance licenses and is a proud member of both the Better Business Bureau and the National Ethics Bureau. Karen earned her BBA from McMurry University. Her diverse background includes a unique international upbringing—she spent her early years in the Middle East and attended Tehran American School in Iran before continuing her education in the U.S.
Karen and her husband, Brian, have three children—Casey, Megan, and Sarah—and are proud grandparents to five grandchildren. She enjoys spending quality time with her family and finds peace in the mountains of Ruidoso, where she loves being outdoors and recharging in nature.
TANA ABAD
Chief Operating Officer
Tana Abad
Chief Operating Officer
Tana Abad serves as the Chief Operating Officer at Mirau Capital, where she brings more than 25 years of experience in business management and operational leadership. Since entering the financial services industry in 2018, she has played a pivotal role in streamlining processes, driving results, and fostering a culture rooted in teamwork and shared purpose. With deep roots in both the Houston and Waco areas of Texas, Tana is known for her strong leadership abilities and her commitment to building collaborative, high-performing teams.
Grounded in her Christian faith, Tana leads with grace, integrity, and vision. She believes in creating people-first systems that not only drive growth but also reflect the firm’s core values. Her leadership style prioritizes accountability, encouragement, and connection—ensuring every team member is supported and empowered to thrive.
Outside of work, Tana enjoys traveling to new cities, especially exploring their downtowns, meeting new people, and trying local cuisine. A light hiker and avid foodie, she finds joy in everyday adventures and cherishes time with her son, Sebastian, who remains her greatest blessing and motivation.
JASLINE POLENDO
Executive Assistant
Jasline Polendo
New Accounts Associate
Client Service
BILLIE WIELAND
Financial Professional Director of Client Service
BILLIE WIELAND
Financial Professional / Director of Client Service
Billie brings over 25 years in customer service experience and has a spirit for helping others. She holds her life, health, property, and casualty insurance licenses. Prior to joining the Mirau team, she managed an independent insurance agenecy. She is a board member for Hope Harbor and believes in investing time into our community. She is a native of Ruidoso, NM where her and her husband have raised their five children. She enjoys spending time with family, cooking, traveling, and enjoying the outdoors in the beautiful mountain town she calls home.
ANGELICA LEYVA
Financial Professional Assistant Director of Client Service
Angelica Leyva
Financial Professional / Assistant Director of Client Service
JERAMI VANCE
Client Service Associate
Jerami Vance
Assistant Director of New Accounts
BIANCA ALVIDREZ
Financial Professional
Client Service Associate
Bianca Alvidrez
Client Service Associate
VANASEY RUE-DAVIDSON
Client Service Associate
Vanasey Rue-Davidson
Client Service Associate
ZACHARY HALL
Financial Professional
Client Service Associate
Zachary Hall
Financial Professional / New Accounts Associate
CHRISTIAN FRY
Financial Professional
Client Service Associate
Christian Fry
Financial Professional / New Accounts Associate
BRANDY HOLLINGSWORTH
Client Service Associate
Brandy
Client Service Associate
MARKETING
TRACIE CLEVENGER
Financial Professional
Director of Marketing
Tracie Clevenger
Financial Professional / Director of Marketing
JORGE POLENDO
Marketing Associate
Jorge Polendo
New Accounts Associate
SARAH MIRAU
Marketing Associate
Sarah Mirau
Client Experience Associate / Client Event Planner
Sarah has been in the financial services industry since 2019. She specializes in administrative work here at Mirau Capital as well as client service. Sarah spent her childhood in Ruidoso, NM and moved to Flower Mound where she graduated high school from Grapevine Faith Christian School in Grapevine, Texas. She went on to attend and graduate from John Brown University in Siloam Springs, Arkansas with a Bachelor’s degree in Outdoor Leadership Ministries.
She loves painting and drawing, spending time with her family, friends and dogs, she also loves outdoor adventure activities such as backpacking and kayaking.
CLIENT EXPERIENCE
JACQUELINE MORALES
Client Experience Associate
Jacqueline Morales
Client Experience Associate
Jacqueline has been bringing her expertise to the financial services industry since 2020 and has a rich history of community involvement through her years. Including with the Boys & Girls Club and the Keep Ruidoso Beautiful committee. Having lived in the Mountain Community for over two decades, she is deeply rooted in the area. Jacqueline is a proud mother of two daughters and a supportive wife to a dedicated husband.
Ada “Lilly” Armendariz
Client Experience Associate
Ada “Lilly” Armendariz
Client Experience Associate
Lilly was born in El Paso TX, but was raised in beautiful Ruidoso, NM since she was 6 years old. Lilly has over 8 years in customer service experience. Lilly is married to Alex, who has been a construction contractor in Ruidoso, for 22 years. Her and her husband have been married for 24 years have three children. She loves spending time with her family, traveling, and enjoying new food. Lilly loves to cook Puerto Rican food!
See what our clients are saying about us
Earl and Mary P.
“We had already retired, but needed a plan and a different way of investing. After out initial meeting and seeing how professional this group was, we felt we were working with honest people who had integrity and showed care about us as individuals. They helped show us a path to manage our estate. We are so grateful for their advice.”
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
Johnnie A.
“When Brian Mirau and his Team at Mirau Capital say that they are "Dedicated to helping you build, protect and preserve your assets. I've been letting them do that for almost 20 years and have never regretted following their advice. I'm always impressed by their promptness, competence and caring; every client is an individual, not a number.”
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
Tim G.
“Before I met the professionals at Mirau Capital I felt like retirement was out of reach. My financial accounts were scattered and I really didn’t have a solid plan in place for the long term. Working with this great group has changed that. I now can confidently say, I have a plan to retire someday! Having someone trustworthy who I can call upon with questions really means a lot to me, they always make time for me. God bless.”
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
Larry M.
To the extent that there are so many choices to make in terms of a financial advisor, and to the extent that the proper choice is crucial, is to the extent that I feel you and your firm excel in this field, and as I mentioned prior. For the peace and security that your financial advice has provided me and my family, I sincerely want to express my gratitude. Thank you for all you have done for me, I have no doubt that you will guide me through these troubled economic times.
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
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The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
Or give us a call at 888.668.9327