About CB Administrative Services
Meet the Lead Team
Kevin Brunner (Principal)
Kevin Brunner is a seasoned professional, having served 7 years in the Marines, and over 20 years of experience in financial services, and over 30 years as an entrepreneur, consulting businesses from startups to turnarounds. He has a special focus on doctors and business owners.
He owned a national business brokerage and, over 30+ years, was involved in or witnessed over 3,800 transactions. That’s a lot of 'what to do' and especially 'what not to do'. His philosophy is that retirement is about income, not assets, because not all assets return the same income.
Kevin was featured in Forbes magazine in 2015, hosted the Smart Money Hour radio show on KABC, and leads a team of Advisors, CPAs, and Attorneys, all trained in the principles and strategies of retirement income planning, tax 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 experiencing amazing generosity.
He is also the proud founder of The Q Companies: Q-RIA.com, Q-1031.com, Q-Hedge.com, TaxFreeYou.com, SellYourBusinessNow.com, SellMyFDX.com, the fiduciary trustee companies of CB Administrative Services, IST Admin Services, and many other ventures.
Norb Kohler (Business Advisor)
Norb is a highly motivated professional with over 30 years of experience in owning and operating successful businesses, both in the for-profit and non-profit sectors. Norb has run a successful Real Estate company and several venture capital startups and has established and worked with teams as large as 50 people.
Norb’s strength as a leader is in making sound business decisions, fiscally responsible financing, and raising capital for existing and new ventures. He is known for creating great work environments for employees and management. His outgoing personality and business acumen adds strength to our existing national reputation.
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.
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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