Surevest is led by an 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.
Financial Life Planners
Our financial life planners are as unique as the various needs of our clientele. At Surevest, our planners help achieve your goals through a specialized approach enhanced through team-based collaboration.
Financial Coach & Behavioral Finance Specialist Wealth Transition Specialist Senior Wealth Advisor Senior Wealth Advisor Vice President - Financial Planning & Client Strategy Director of Financial Planning & Senior Wealth Advisor Senior Wealth AdvisorLevi J. Brown
Breanne Polonia, AAMS®, CDFA®
Jennifer Jacobi, ChFC®
Christina J. Mangino, CFP®, CKA®
Haddy Homampour, CFP®
Jeremy A. Kisner, CFP®, CPWA®, CLU®
Peter Burnham, CFP®
Investment Committee Leaders
Our investment committee is led by a team of individuals, each with more than a decade of experience, holding the most prestigious credentials in our industry.
Director of Research and Trading CEO & Chief Investment Strategist Managing Director - InvestmentsAlexander H. Keller, CFA
Robert J. Luna, CIMA®, AIF®
MBA UCLA, Anderson SchoolLuis Galdamez, CFA, CFP®, ChFC®, AIF®
Operational Excellence
Our operational leadership team empowers us with the people, processes and technology necessary to meet our client’s expectations consistently.
Chief Tech Guru Vice President - Client Services Executive Assistant to the CEO Operations SpecialistClay Darland
Moriah Boutin, FPQP™
Vanessa Patrick
Jenny Stratton
