Robert’s Professional Background:
Robert J. Luna has over 18 years of experience in life planning and total wealth management for corporate executives, professional athletes, physicians, and entrepreneurs. As CEO & CIO of Surevest, he sets strategy and oversees the investment processes for all advisors and clients of the firm.
Robert personally works with select high net worth clients through a unique family CIO and lifestyle management service, which emphasizes a healthy wealth| life balance. Robert’s work also includes consulting to family offices, small businesses, and institutional investors.
He holds MBA degrees from the Anderson school at The University of California Los Angeles (UCLA) and the National University of Singapore (NUS) with an emphasis on global business management, international finance, economics, and strategy.
An alumnus of the Wharton School at the University of Pennsylvania, Robert graduated from the Wharton Advanced Management Program (AMP) and has been a Wharton Fellow since 2011. During his time as a Wharton Fellow, he has consulted with companies such as Google, Microsoft, Amazon, Cisco, and Boeing.
Robert earned the designation of Certified Investment Management Analyst (CIMA) issued by the Investment Management Consultant Association (IMCA) in conjunction with the Wharton School at the University of Pennsylvania. Robert is also an Accredited Investment Fiduciary® (AIF®).
Robert is the co-author of A Good Financial Advisor Will Tell You. He is also a frequent guest on CNBC and other financial networks, and he has been featured in numerous publications such as Barron’s and the Wall Street Journal.
Robert’s Story (AKA: How did I end up here?)
Remember the book Everything I Know I Learned in Kindergarten? Well, most everything I know I learned from trading baseball cards. I parlayed my meager earnings selling candy bars door to door into promising rookie cards. Suffice it to say, I took my baseball cards seriously. I would study the stats of the top prospects in the farm leagues to gain insights into who would flourish in the big leagues. My “go to” category was rookie prospect cards. These were the guys who had not yet been called up to the majors. This was the baseball card equivalent of IPO’s. Once they became “hot rookies,” I would hit the sell button. This strategy panned out reasonably well. By the age of fourteen, I had my own incorporated business, Sport Card City. I switched my inventory from hot prospects to blue chip hall of famers. I was able to eke out a nice living in my teenage years, which means I made enough money to buy skateboards and cool sunglasses.
This crash course in “trading” would prove invaluable to my ultimate career. I started working for Waterhouse Securities as an intern during my freshman year in college. With all of my experience, Waterhouse gave me a position in the mailroom, literally licking stamps and filing stock certificates. Over the next several years, I went on to become its head derivatives trader for the West Coast. Today, I still love baseball (Go Dodgers!) but these days my research is devoted to finding the best combination of investments for our clients. Although my mint 1971 Steve Garvey rookie card wound up being a pretty good investment, it turns out the stock market is a much better place to be than sports memorabilia.
Robert’s Fun Facts:
Hobbies: Working out, deep sea fishing, traveling
Favorite foods: Red wine, cheese, and salami
Favorite Places: Anywhere Disney, Whistler, New York City, & Home
What makes me smile: My Family, Tuna fishing & UCLA Bruin & Dodger victories
Favorite Sports Team: Go Dodgers!
Home: I live on the Balboa Peninsula in Newport Beach, CA with wife Mia and daughter Bella
Jeremy’s Professional Background:
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.
He has appeared on CNBC and Fox Business Channel and writes the weekly blog, Surevest Insight. He has also written articles and/or been quoted in dozens of financial publications including The Wall Street Journal, Huffington Post, Barron's, Financial Planning Magazine, Money Magazine, The New York Times and Arizona Republic.
Jeremy’s Story (AKA: How did I end up here?)
My first job was picking up snails in the garden so that they would not eat my mother’s flowers. She agreed to pay me 2 cents each. Mom almost had a heart attack when I found 100 of them and she had to cough up $2.00. Talk about starting at the bottom! Anyway, I then had successively more lucrative jobs as a paperboy, busboy, cook and then ice cream man.
My life changing epiphany occurred when my father asked me if I wanted to invest some of my bar mitzvah money in the stock market. Why not, right? The first day, the account grew by $100. I was so excited I couldn’t sleep. My world was forever changed. Unfortunately, the next day the account declined by $100 and I was ready to throw myself off the nearest bridge. I like to say, I made my mistakes early. Many people learn their first lessons in investing by trial and error…and I was no exception.
30 years later, I have the good fortune of spending my days helping others maximize their hard earned savings. Money is the greatest labor saving device ever invented. It can help people reduce stress and live a life that they love. This is definitely the right career for me. I love my job and the 150 or so friends that I also get to call my clients.
Jeremy’s Fun Facts:
Favorite Quote: "Being the richest man in the cemetery doesn't matter to me. Going to bed at night saying we've done something wonderful, that's what matters to me." -Steve Jobs
Favorite Movies: Before Sunrise, Before Sunset, Before Midnight, Gladiator, Lincoln, Jerry Maguire, The Sixth Sense, anything with Jennifer Lawrence.
Favorite places I’ve visited: Israel & Barcelona.
Hobbies: hiking, camping, Phoenix Suns basketball, golf, poker, travel, and playing with my kids.
Home: I live in Paradise Valley, AZ with his wife Angela, daughters Chloe, Gracie and Maya, and two dogs, Max and Lily.
Brandon’s Professional Background:
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 now 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.
Brandon’s Story (AKA: How Did I Get Here?)
So, how did I become a CCO? Well, most would agree that we are all a product of our environment. I remember my dad cooking Thanksgiving dinner with all the fixin’s for fifteen, presenting all the dishes at the same time, and not having one dirty dish in the sink when we were saying our blessing. Sadly, I did not inherit his cooking skills. My mother still, to this day, uses an outdoor clothesline because she says it is the “best way” to take care of your clothes. Needless to say, in the Nachman household, the traits that were highly prized were: attention to detail, following directions, and always doing the right thing (no shortcuts).
With a penchant for order and discipline, what do you think is the worst job I could possibly pursue? That is right, teaching junior high. It took a herculean effort to be an above average teacher, which I think I was. However, it was not a fit for my personality. I realized that forty junior high students in a science classroom were a bit harder to deal with than a handful of professionals at a wealth management firm. I was fortunate to meet Robert Luna at the time of my career crisis, and he gave me a shot with SureVest. I started at the bottom and got the opportunity to learn every aspect of the business. As Chief Compliance Officer, I not only get to live a world of structure and detail, but I get to create it and enforce it. Life is good!
Brandon's Fun Facts:
Favorite Color: Green
Favorite Movies: Good Will Hunting, A River Runs Through It, Wedding Crashers, Chitty Chitty Bang Bang (Family Fave)
Favorite Places: Nantahala Outdoor Center & Seagrove Beach, Florida
Hobbies: Exercise, Traveling, and Being Outdoors
Home: Cave Creek, AZ with wife Elizabeth and Daughter Leray
Favorite Quote: “It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat” – The Man In the Arena by Theodore Roosevelt
Christina’s Professional Background:
Christina is a Certified Financial Planner™. She has degrees in Accounting and Management Information Systems from the University of Nevada, Las Vegas and has received an advanced certification in financial planning. She holds the FINRA Series 7, 65 & 63 licenses as well as fixed and variable insurance licenses.
Christina's Story (AKA: How Did I End Up Here?)
I was born and raised in Las Vegas, where I was very active in sports. I competed at the national inline speed skating competition in Buffalo, NY when I was fourteen. Yes, Lisa and I met on the speed skating circuit and we have been friends for twenty years. I also played competitive soccer throughout college.
My first job was at a local frozen yogurt shop. I was so good at serving yogurt that another local business lured me away with a higher offer (an additional $.50 an hour). From an early age, my dad always taught me the value of hard work and saving. When I was eighteen, he gave me two choices: pay rent or start contributing to an IRA. It didn’t take a CFP to make that decision. I chose the IRA and have been saving and investing ever since.
In college, I combined my work ethic with a healthy dose of nepotism (thanks, big bro!) to land jobs with a number of celebrity chefs: Emeril Lagasse, Wolfgang Puck, and Roy Yamaguchi. So, lucky for me, I was never the struggling college student. In fact, I was able to buy my first house and my first rental property while still in college.
After college, I used the poor man’s version of a career coach, a book called The Top 300 Jobs in America. I came to the pages on being a financial advisor and immediately knew that was what I wanted to do. I feel blessed to be able to wake up every day and help my clients navigate through life’s financial maze (Have you seen the cover of our book?) and allow them to find peace of mind. I am truly grateful for the honor of being my clients’ trusted advisor.
Christina’s Fun Facts:
Movies: I love a great comedy or drama (No horror, please!)
Favorite places: A hammock on Kaanapali Beach in Maui, snowboarding down a mountain, or hanging out on the beach in Southern California.
Hobbies: When I’m not at Crossfit or snowboarding, you can also find me wakeboarding, rollerblading, kayaking, and hiking
Self-declared: “Foody” and wine lover – Favorite bottle of wine is the ’97 BV Latour; Favorite Steak House – Emerald Lagasse’s Delmonico’s Steak House
Community Involvement: I am 2013 Graduate of Leadership Las Vegas and very active in my church. Recently, I’ve become involved with the Crossfit in Schools program, which helps children combat obesity, gain self-confidence, and live a healthy life.
Home: Las Vegas with my great family, friends, and dog Sasha
Jennifer’s Professional Background:
Jennifer has worked as a financial planner and investment advisor for more than fifteen years. Prior to working with SureVest, she was a partner at Guardian Capital Group. Jennifer is a ChFC candidate whose primary focus is helping clients integrate their investment, tax, and estate planning. She is also a board member of the Executive Women’s Golf Association in New Jersey.
Jennifer’s Story: (AKA: How Did I End Up Here?)
I spent most of my childhood with my brother and two male cousins. It was no wonder I was a tomboy in those days. I ran track, went fishing, and played golf. My favorite time of year was summer, which I typically spent with my grandparents on the lake in Lac du Flambeau, Wisconsin. My grandparents were a huge influence on me. My grandmother taught me the power of positive thinking and Grandpa taught me how not to spend money.
At the age of fifteen, I started working in a real estate office (okay, yes, I had to be driven to work). By sixteen, I was doing the books and paying the bills for the entire office. I also liked to write in those days and became the youngest editor in the history of my high school newspaper.
Approximately a lifetime later (after several more interesting jobs), I found my way to the financial services industry. It was 1998, and an investment advisory firm was so impressed with my background that it gave me a job cold calling (yuck). Eventually, I earned a number of licenses and worked my way up to compliance and operations. Once I started to work with clients, I never looked back. Nothing is more rewarding than helping clients make important financial decisions.
I was also fortunate to meet my husband in 2007. He married me despite my inability to cook, clean, or sew. I think he married me for my financial skills and ability to make reservations.
Jennifer's Fun Facts:
Hobbies: Golf, yoga, travel
Favorite places: Maui, southern California, Nice (sunshine and beaches)
Favorite music: Country
Favorite foods: Bagels from Glen Corner, anything chocolate from Rockland Bakery
Great memory: Getting a hole in one – golfing with my dad
Clay’s Professional Background:
Clay has worked in a variety of Information Technology roles over the past fifteen years. Prior to joining Surevest, he spent seven years as the lead network engineer and developer for a managed service provider firm that served small and medium size businesses throughout the greater Phoenix area. Clay has architected network infrastructures large and small and holds Microsoft MCITP-SA, Cisco CCNA, Red Hat RHCSA, and CompTIA A+, Network + Security +, and several other industry-specific certifications.
Clay’s Story (AKA: How did I end up here?)
From an early age, I loved tearing things apart to find out how they worked. I was fascinated by all things mechanical: bicycles, stereos, cars, and computers. I may not have been able to put them all back together properly, but those early experiences have served me well. (Sorry, Mom about that toaster. I’m still not sure why that never worked again.)
When I was in high school, I was thrilled to find out that people would actually pay me to take their computer apart, fix it, and put it back together. I started hanging flyers on doorknobs, offering Clay’s PC repair services. I even delivered a 17” CRT monitor by bicycle once! As my skill level increased, I took on larger and larger jobs. I started my own computer services company and became the “computer guy” for over two dozen companies. In fact, that is how I got to know and love Surevest.
In 2013, I jumped at the opportunity to become Surevest’s full-time Chief Technology Officer. Surevest is constantly striving to use technology to its fullest potential. I love the challenge of supporting our team with the technology to ensure that our clients’ experiences are the best in the industry.
Clay’s Fun Facts:
Favorite Color: Green
Favorite Movies: Dawn of the Dead, Night of the Living Dead, Day of the Dead (Zombies anyone?)
Favorite places: Pacific Northwest USA, Jamaica
Hobbies: music, cars, racing, hockey, watching movies, and cheering on my beloved Phoenix Suns!
Home: I live in Chandler, AZ with my wife Krystal and baby boy Jaxon
Tina’s Professional Background:
Tina joins us from Make-A-Wish® America where she worked on the Corporate Alliances team. In her role she oversaw a portfolio of corporate sponsors which included American Airlines, GameStop and Avis to name a few. Her responsibilities included launching cause-marketing campaigns, identifying opportunities to engage her sponsors’ employees in the mission and promoting the company’s CSR activities. Prior to joining Make-A-Wish, Tina spent 8 years with American Airlines and helped implement the airline’s philanthropic programs following their merger with US Airways. This work included expanding their scholarship program, developing corporate giving guidelines and funding strategies, as well as launching the employee volunteer program called the Do Crew. She started her career at US Airways as an executive assistant supporting an executive vice president where she received increasing responsibilities including serving as a media spokesperson and writing for the airline’s internal communication channels.
How did I end up here:
A few weeks after I graduated from Arizona State University with my B.A. in Broadcasting I was on my way to New York City to intern with MTV. I landed in the city not having ever visited and immediately fell in love with the energy, the abundant restaurants and endless places to sit on a bench to just watch the world go by. Shortly before my internship concluded I was offered a job to be a casting associate for one of their reality shows . With a return ticket home I came back to Phoenix to get some things in order only to discover the show’s contract hadn’t been renewed and it was a gamble as to whether or not I’d still have a job. Having spent a summer without bringing in any income, and student loans becoming due, I opted to stay firmly planted in the desert. I would later regret this decision as the show went on for many more seasons! I did however get a job casting locally for another MTV show and as I was filming casting videos I saw the US Airways building and remembered they merged with America West only a month after my return. Their headquarters was located close by and I thought, “if I work for an airline I can see New York whenever I want.” I applied and three days later had a job serving as an executive assistant to a senior leader. I was incredibly lucky to have found a boss who was willing to show me the ropes of the corporate world as I had zero experience – and I mean nada, I hadn’t even scheduled a meeting or sent an office email. I truly believe things happen for a reason and I went on to work in marketing, corporate communications and community relations – more importantly I was able to travel the world and visited New York at least once a year. Following the airline’s merger with American Airlines I elected not to relocate to Dallas but remained for nearly two years launching their community programs. I would later take a position working at Make-A-Wish America where I could continue working with my American team by working on behalf of a nonprofit they supported. It was a great job with an incredible mission and I value the work I did for them each day.
When I was initially approached by Robert Luna to join the Surevest team I was immediately excited for the opportunity. Robert explained my role would be to expand and improve the overall client experience within the firm. Creating a personalized experience for each client which allows them to fulfill their own personal mission, is a very rewarding position. I am excited to begin developing new services for our long-time existing clients as well as the opportunity to work with new clients entering our firm.
Tina’s Fun Facts:
I have a twin sister, Nina!
Favorite places: Cabo San Lucas and visiting Northern California where my in-laws live
Hobbies: Running and soaking up the sun poolside
Home: I’m an native of Arizona and live in Gilbert with my husband Mike and dog Lucy