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 14 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 has been a regular speaker on financial talk radio KFNN in Phoenix & KNUU in Las Vegas. In addition, Robert has served as a contributing editor for various financial media sources.

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 Scottsdale, AZ with wife Mia and daughter Bella.

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. His articles have also been published in various financial trade publications. 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, alternative investments and asset protection. Jeremy lives in Las Vegas with his wife Angela and daughters Chloe, Gracie and Maya.

Brandon joined the SureVest Capital Management team in 2007. He was attracted to SureVest’s academic approach to asset management and commitment to client education. Brandon is a graduate of Northern Arizona University and holds the FINRA series 7 and 66 licenses. He works directly with Robert Luna in our Scottsdale office where he specializes in portfolio modeling, equity trading, and client services. Brandon lives in Cave Creek, AZ with his wife Elizabeth and daughter Elizabeth Leray.

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:

• Community VP, Junior League of Las Vegas
• Member, Daughters of the American Revolution
• Member, Colonial Dames 17th Century
• Member, Spring Mountain Republican Women
• Member, Kingdom Advisors
• Volunteer, Crown Financial Ministries
• Kitchen Cabinet Member, Project Dinner Table

Jennifer has worked for SureVest since 2005. Prior to joining SureVest, she served our country in the United States Air Force for almost 11 years. Her service included overseas deployments in Operation Desert Storm and Operation Enduring Freedom. She also worked for two years as an Administrative Assistant to the Director of Human Resources at the Department of Homeland Security.

Jennifer has an associate’s degree in Criminal Justice Management. She lives in Las Vegas with her Husband Alan.