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Robert J. Luna, CIMA®, AIF®

CEO

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Luis Galdamez CFA®, CFP®, ChFC®, AIF®

Director of Research and Trading

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Peter Burnham CFP®

Senior Wealth Advisor

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Jeremy A. Kisner, CFP®

Senior Wealth Advisor

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Christina J. Mangino, CFP®

Senior Wealth Advisor

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Jennifer Jacobi, ChFC®

Senior Wealth Advisor

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Haddy Homampour, CFP®

Associate Wealth Advisor

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Clay Darland

Chief Technology Officer

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Tina Swail

Operations Manager

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Moriah Boutin

Operations Specialist
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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: info@svwealth.com