About Us
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SureVest is led by a small but exclusive team of financial planning and investment management specialists. Our team has earned some of the most recognized and valuable credentials in our industry and we continually work to keep our skills and knowledge at the top of our industry. But even more important than our educational backgrounds and experience (which you can read about below), our people have real-world experience and a strong desire to exceed client expectations.   Robert J. Luna, CIMA® CEO / Chief Investment Officer Robert is a University of Pennsylvania, Wharton School of Business Alumnus. He graduated from Wharton’s prestigious Advanced Management Program and was honored to be become a Wharton Fellow in 2011, thereby joining an elite community who has made a lifelong commitment to learning. Robert also earned the professional designation of Certified Investment Management Analyst (CIMA) at Wharton. He holds the FINRA series 7, 4, 24, 65, and 63 licenses and has also completed advanced courses in risk management, financial planning and modern portfolio theory through the College of Financial Planning. Robert has over 15 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. Prior to founding Surevest Capital Management in 2002 Robert held positions as a derivatives trader and risk analyst for a Wall St. firm and as a proprietary trader and Chief Risk Officer for a regional firm. He is a regular contributor on CNBC, Fox Business, and Bloomberg. He has recently been quoted by Forbes, Barron’s, The Wall St. Journal, Dow Jones News &Wharton Magazine seeking his expertise in helping their viewers and readers navigate turbulent financial markets. Above all, Robert’s passion for education, research, and strategy guides our firm’s mission to protect and grow our client’s wealth so that they and their families can live extraordinary lives. Robert lives in the Arcadia neighborhood of Phoenix, AZ with wife Mia and daughter Bella.  Jeremy A. Kisner, CFP®, CRPS® President Jeremy is a Certified Financial Planner, Chartered Retirement Plans Specialist and Certified Estate Planner. He has a degree in Economics from the University of California, Santa Barbara and has received advanced education in risk management, financial planning, and modern portfolio theory through the financial planning program at the University of California, Irvine. He holds the FINRA Series 7, 24 & 63 licenses as well as fixed and variable insurance licenses. During 2008-2009, Jeremy was the host of the weekly financial talk radio show Kisner’s School of Money on 970 AM KNUU in Las Vegas. He has also written articles and/or quoted in financial publications such as The Wall Street Journal, Huffington Post, Barron's, Financial Planning Magazine, Money Magazine, Smart Money and The New York Times. Jeremy founded Kisner & Associates a financial planning and wealth management firm in 2003, which merged with SureVest Capital in 2008. Throughout his career Jeremy has helped hundreds of individuals, business owners and families. His particular areas of expertise include: retirement plan selection/design/implementation, retirement plan rollovers, income / distribution planning, behavioral finance and asset protection. Jeremy lives in Paradise Valley, AZ with his wife Angela and daughters Chloe, Gracie and Maya.  Brandon J. Nachman Chief Compliance Officer Brandon joined SureVest Capital Management in 2007 and spent the next five years working directly with Robert Luna. His responsibilities included portfolio modeling, equity trading, and client services. In 2012, Brandon was promoted to Chief Compliance Officer where he oversees SureVest’s commitment to the highest standards of ethics and regulatory compliance. Brandon also continues to work in our trading department and in many aspects of daily operations. He earned his B.S. in education from Northern Arizona University. and holds the series 7, 66 & Life and health Insurance licenses.  Christina J. Mangino, CFP® Senior Advisor Christina J. Mangino is a Certified Financial Planner and holds bachelor’s degrees in both Accounting and Management Information Systems from UNLV. She also holds the series 7, 63 and 66 securities licenses as well as life and health insurance licenses. Christina works with clients to develop, implement, and monitor their financial plans. Her particular area of focus is the coordination of estate, tax, and investment planning for business owners and individuals. Christina enjoys traveling, hiking, snowboarding, and spending time with her family and friends. In addition, she is a native of Las Vegas and active in the following community organizations:
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