About CB Administrative Services
Our Story
Born farmer, lived marine, now financial advisor; Kevin Brunner started CB Farmers Trust for the sole purpose of standing up for farmers. Being raised on a farm, Kevin saw how his grandpa paid the farm, then the government, then his family. Knowing farmers fed this country, seeing the financial struggle never sat right with him. With the discipline he developed in the marines and knowledge he developed as a financial advisor, he founded CB Administrative Services.
Meet the Lead Team
Craig Redler (Trustee)
Craig has held positions with several prestigious international law firms, both as an experienced litigator, and later serving as Trustee for off-shore trusts settled by high net-worth clients, with structures throughout various countries in Europe and Asia and the Cook Islands. Craig is an internationally recognized estate planning, tax planning and trust administration attorney.
Redler has also served as a Legislative Assistant to the Honorable Richard A. Gephardt, Majority Leader, U.S. House of Representatives, and was Systems Engineer for EDS/GM in Detroit Michigan, in addition to being a talk-radio host. He earned his B.S./B.A degree from the University of Missouri, Columbia and his J.D. degree from the Washington University School of Law.
He has earned the prestigious designation of Trust and Estate Practitioner (TEP) from the Society of Trust and Estate Planners (STEP) where he serves on the Board of Directors for the Orange County California chapter.
W. Morris Chubb (Trust Administrator)
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.
He is also active in the nonprofit space and is board chair of Project WeHOPE, a nonprofit that provides shelter and other needed services to the homeless in East Palo Alto and other locations around Northern California.
Kevin Brunner (Principal)
Kevin Brunner is a seasoned professional with over 20 years of experience in financial services. He has a special focus on doctors and business owners, and has spent over 30 years consulting businesses from startups to turnarounds. His philosophy is that retirement is about income, not assets, because not all assets return the same income.
Kevin was featured as an advisor in Forbes magazine in 2015 and leads a team of professionals, CPAs, and attorneys trained in the principles and strategies of retirement income planning, business planning, wealth preservation, and asset protection.
His goal is to share the blessings he's received, including amazing experiences from visiting 47 countries and counting, learning from tremendous mentors in life and business, and the generosity he's experienced. He was born an orphan, adopted by a loving and generous family, and feels blessed with more than he deserves. He prays to live long enough to give back even a portion of what he has received.
Kevin is also the full-time guest on TheTaxHax podcast.
Michael Burwick (Tax Attorney)
Michael is a published author and peer reviewed subject matter expert, with 28 years in private practice focusing on Tax, Securities & Corporate Law. A graduate of George Washington University and Boston University, and then Georgetown University with Juris Doctor, cum laude, Dean's List Honors, an additional Master of Tax Laws (LL.M.), and a Masters in Securities Law and Financial Regulation. He specializes in tax planning, including the creation and administration of trusts. Michael's focus in saving taxes and preserving wealth through techniques such as Installment Sale Trusts. Michael hails from Boston, Massachusetts.
With nearly 30 years of expertise in corporate, tax and securities law, Mr. Burwick specializes in tax deferral, mitigation, and minimization.
Trevor LaParl, IST Advisor (COO)
Trevor is a dynamic professional currently serving as the Director of Strategy at CommQuality and COO for Q-financial. Based in Orange, California, Trevor is deeply committed to applying his knowledge and skills in the sales and marketing domain to helping more asset owners became aware of the benefits of the IST process.
His journey in the professional world has seen him lead multiple teams in devising marketing strategies aimed at bolstering the social media presence of various companies, subsequently driving an increase in their sales. Trevor's association with CommQuality is not just professional; it's personal. He joined the company alongside Nate, a close friend and former classmate, and together, they envision transforming CommQuality into a leading marketing agency that enhances competitive advantages for Commercial Brokers and Financial Advisors.
Nathan Partch (CMO)
Nathan (Nate) is on a mission to create business partnerships that bring unparalleled value to clients. His journey began in the insurance and financial planning industry, where he discovered a passion for marketing and sales. This realization led him to develop a partnership-based system tailored for financial companies and commercial brokers.
Nathan is not just about business; he's also actively involved in social media and video editing, helping produce the "TheTaxHax" podcast. He believes in the power of networking and often shares practical lessons from his entrepreneurial journey. From insurance to real estate to marketing, Nathan's diverse experience speaks volumes about the importance of continuous learning and adaptation in today's dynamic business world.
On the educational front, Nathan holds a Bachelor of Science in Marketing/Marketing Management and an Associate's Degree in Business and Personal Financial Services Marketing Operations.
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