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®, CRPS®

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