Surevest is led by a small but exclusive team of financial planning and investment management specialists, who have earned some of the most recognized and valuable credentials in the industry. To better serve you, we continually work to keep our skills and knowledge at the top of our industry.

GET TO KNOW Robert

Robert J. Luna, CIMA®, AIF®

CEO

GET TO KNOW Jeremy

Jeremy A. Kisner, CFP®

Senior Wealth Advisor

GET TO KNOW Brandon

Brandon J. Nachman

Chief Compliance Officer

GET TO KNOW Christina

Christina J. Mangino, CFP®

Senior Wealth Advisor

GET TO KNOW Jennifer

Jennifer Jacobi, ChFC®

Senior Wealth Advisor

GET TO KNOW Clay

Clay Darland

Chief Technology Officer

GET TO KNOW Tina

Tina Swail

Operations Manager
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Securities offered through: Securities America, Inc., Member FINRA/SIPC.

Advisory services offered through Surevest Wealth Management. Securities America and Surevest Wealth Management are separate entities.

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Surevest Wealth Management, 2425 E. Camelback Road, Suite 890, Phoenix, Arizona 85016 - Phone: 480-272-7116 Fax: 480-272-7118 Email: [email protected]