Meet the Lead Team

Kevin Brunner isn't your typical financial advisor. A Marine veteran with 40+ years of experience in business, M&A, and Financial Services, and 3,800+ successful transactions, Kevin has deferred over $1.52B (average $400,000 deferred per client) in taxes using strategies most advisors won't tell you about, and likely do not understand. These strategies have been proven for over 50 years; some are over 85 years old. Kevin brings real-world insight to every client relationship.

Kevin’s been featured in Forbes, hosted The Smart Money Hour on KABC, is a Best-Selling Author of “Just Say No To Bad Financial Advice,” and today leads a multidisciplinary team of advisors, CPAs, and attorneys specializing in retirement income, tax planning, business strategy, and wealth preservation.

A world traveler to 47 countries, Kevin is passionate about sharing the lessons and blessings he’s gained along the way.

Morris Chubb is a seasoned professional with 40+ years of experience as a CEO, CFO, and other roles with venture backed and private companies, several of which have gone public. Throughout his career, Morris has been committed to transparency, accountability and integrity.

Active in the nonprofit space, Morris is treasurer of Oak Grove Christian Ministries, a board member for the Oakland Symphony and co-chair of their investment committee. He was also past Board Chair for We Hope, serving the needs of the homeless in Northern California.

Vicki Miller brings over a decade of experience in real estate, operations, and client relations to her role as Transaction Coordinator. She has built a reputation for accuracy, organization, and seamless execution—qualities that keep complex transactions moving smoothly and on time.

Vicki’s expertise includes contract management, documentation oversight, deadline monitoring, and process optimization, all of which allow advisors, agents, and clients to move through transactions with clarity and confidence.

With a background spanning real estate, financial services, and client operations, Vicki brings a systems-driven approach to her work. She excels in workflow management, communication, and anticipating potential issues before they arise, ensuring a seamless experience for both colleagues and clients. Known for her dependability and precision, she consistently safeguards timelines, compliance, and company reputation—delivering results that make her an indispensable part of the team.