info@cbfarmerstrust.com / 1-800-366-1360
About CB Farmers Trust
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 Farmers Trust.
Our goal is to better financial equip farmers and help them build the legacy they've worked their whole lives for. Starting with 100% legal, IRS-approved tax strategies, farmers are able to keep more money in their pocket for their farm and their family.
Why don't all farmers use this strategy found in the IRS code? The short answer is, "they do!" Mainly the large corporate farmers that can afford expensive tax attorneys. Therefore, our goal is to make this process more available to more farmers.
Meet the Lead Team
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 (Principle)
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.
Craig Redler (Attorney at Law)
Craig has held positions with Amicorp in its offices in Auckland New Zealand and Miami Florida, and Southpac Trust International, Inc. with offices in the Cook Islands and Tauranga New Zealand. His responsibilities included serving as Trustee for off-shore trusts settled by high net-worth clients along with structuring bank accounts throughout various countries in Europe and Asia.
Redler was most recently with the Jeffrey M., Verdon Law Group in Newport Beach California. Prior to that, he was an original shareholder of the Law Offices of Redler & Seigel, P.C., an estate planning, tax planning and trust administration law firm serving the St. Louis metropolitan area.
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
Trevor LaParl (COO)
Trevor is a dynamic professional currently serving as the Director of Strategy at CommQuality and COO for Q-financial (no1031). Based in Seal Beach, California, Trevor is deeply committed to applying his knowledge and skills, helping more business owners became aware of the benefits of the IST process.
Nathan Partch (CMO)
Nathan (Nate) is a dedicated entrepreneur and the head of marketing at Q Financial. Nathan is on a mission to 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 marketing system for Q Financial and the various Q companies.
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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