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.
Senior Wealth Advisor Senior Wealth Advisor Senior Wealth Advisor Director of Financial Planning & Senior Wealth Advisor Financial Coach & Behavioral Finance Specialist Christina J. Mangino, CFP®, CKA®
Dan Bensema, CFP®, CPA, CEPA
Jennifer Jacobi, ChFC®
Jeremy A. Kisner, CFP®, CPWA®, CLU®
Levi J. Brown
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.
CEO & Chief Investment Strategist COO & Director of Investments Director of Research and TradingRobert J. Luna, AIF®
MBA UCLA, Anderson School
Investment Committee ChairLuis Galdamez, CFA, CIPM, CFP®
Investment Committee MemberAlexander H. Keller, CFA
Investment Committee Member
Operational Excellence
Our operational leadership team empowers us with the people, processes and technology necessary to meet our client’s expectations consistently.
Executive Assistant to the CEO Chief Tech Guru Operations Specialist Operations SpecialistVanessa Patrick
Clay Darland
Lisa Pelegrin
James Fay