James Jeffrey Moore

Vania Magallanes is a financial advisor at KWS Advisory Group, LLC with a Series 65 designation and four years of industry experience. She has been with KWS Financial Group since 2020 and also works with the Laredo Independent School District. KWS Advisory Group provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $18.33 million in assets across 224 clients and employs a mix of fundamental, technical, charting, and cyclical analysis in its portfolio construction.

Cesar Martinez is a financial advisor at Cresta Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Cresta Advisors, he worked at Fueling Systems International, LLC and has experience in both the academic sector and the cold-pressed juice industry. Cresta Advisors serves individuals, high-net-worth clients, trusts, estates, corporations, endowments, non-profits, and plan sponsors, offering portfolio management, financial consulting, and retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis alongside Modern Portfolio Theory and targeted asset allocation, managing approximately $786 million in assets with a broad institutional and cross-border client base.

Claudette Soto is a financial advisor at Cresta Advisors with a Series 65 designation and two years of industry experience. Prior to joining Cresta Advisors, she worked at Commerce Bank and has held positions in various other industries including education and hospitality. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets, serving individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both discretionary and non-discretionary retirement plan services.

Manuel Garza is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Deutsch & Garza Ltd dba Cresta Advisors since 2013, where he serves as managing member. Garza is also active as an insurance agent, selling fixed life and annuity products. Additionally, he contributes time as a volunteer at Texas A&M International University’s A.R. Sanchez, Jr. School of Business. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets. The firm serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors, primarily in Texas, California, and Mexico, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory to build and manage portfolios.

Mark Deutsch is a financial advisor with Cresta Advisors in Laredo, Texas, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has previously worked at Merrill and Fortitude Advisory Group L.L.C. Deutsch is also involved as a managing member and partner in several related business ventures. Cresta Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, endowments, non-profits, and plan sponsors. The firm provides both non-discretionary and discretionary fiduciary services, combining fundamental and technical analysis with Modern Portfolio Theory to manage approximately $786 million in assets across various account types.

Jeronimo Martinez is a financial advisor at Cresta Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at the Webb County Treasurer’s Office and International Business Advisors. Cresta Advisors manages approximately $533 million in client assets and serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both consulting and discretionary retirement plan management services.