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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 Certified Investment Management Analyst (CIMA), a General Securities and Options Principal and a member of the Investment Management Consultants Association. Robert earned the CIMA designation through The Wharton School of Business at the University of Pennsylvania. 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 12 years of experience in managing assets for institutions and high net worth investors. Robert’s background includes positions as a risk analyst, derivatives expert, proprietary trader and technical analyst. 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. Robert delivers institutional quality asset management to clients through quantitative, technical, and value based portfolio management. He lives in Carefree, 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. 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 J. Nachman Associate Advisor 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. |
