About CB Administrative Services
Meet the Lead Team
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.
Vicki Miller (Transaction Coordinator)
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.
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.
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