At Surevest, we are a team of people striving beyond mediocrity to deliver excellent outcomes. We believe that the information we possess today has rapidly diminishing value to our clients. This belief drives a learning culture that inspires us to challenge the status quo and find ways to improve daily.
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 Director of Research and Trading Vice President – Financial Planning & Client StrategyRobert J. Luna, CIMA®, AIF®
MBA UCLA, Anderson SchoolLuis Galdamez, CFA®, CFP®, ChFC®, AIF®
Haddy Homampour, CFP®
Operational Leadership
Our operational leadership team empowers us with the people, processes and technology necessary to meet our client’s expectations consistently.
VP of Operations Vice President - Client Services Chief Tech GuruTina Swail
Moriah Boutin
Clay Darland
Vision and Mission
The meaning of the Surevest quail.
The Gamble Quail is a common bird found in the Scottsdale area of Arizona where our firm was founded in 2002.
The Quail symbolizes a higher level of consciousness and a protective community – two qualities that embody our learning culture and fiduciary pledge to our clients.
Vision
Become the respected market leader in fiduciary planning and investment solutions that help the world become better stewards and investors of the assets that sustain organizational and personal missions.
Mission
Operate daily with integrity to execute client mission objectives through ongoing management of a personalized strategy, delivery of world class investment solutions, continual oversight, and accountability.