|Robert J. Luna, CIMA®
Robert is the CEO and Chief Investment Officer of SureVest Capital Management. Prior to founding SureVest in 2002, Robert held positions as a derivatives trader and risk analyst for a Wall Street firm and as a proprietary trader and Chief Risk Officer for a regional firm. He has been a regular speaker on financial talk radio KFNN in Phoenix & KNUU in Las Vegas, as well as a contributing editor to various financial media sources. Robert is an alumnus of the University of Pennsylvania, Wharton School of Business (CIMA and AMP programs) and was honored to become a Wharton Fellow in 2011.
|Jeremy A. Kisner, CFP®, CRPS®
Jeremy is the President of SureVest Capital Management. He founded Kisner & Associates, a financial planning and wealth management firm in 2003, which merged with SureVest in 2008. Jeremy has a degree in Economics from the University of California, Santa Barbara. He is the former host of the weekly financial talk radio show Kisner’s School of Money on 970 AM KNUU in Las Vegas, and has been published in various financial trade publications.