About CB Farmers Trust

Kevin Brunner is a Best-Selling Author of “Just Say No To Bad Financial Advice”, a Marine Corps veteran, and a seasoned entrepreneur with over 30 years of experience helping businesses grow—from startups to turnarounds. With two decades in financial services and a special focus on doctors and business owners, Kevin brings real-world insight to every client relationship.

He’s owned a national business brokerage and has been involved in over 3,800 transactions, giving him a deep understanding of both what to do—and what not to do. His core belief: retirement is about income, not assets, because not all assets produce the same results.

Kevin’s been featured in Forbes, hosted The Smart Money Hour on KABC, and today leads a multidisciplinary team of advisors, CPAs, and attorneys specializing in retirement income, tax planning, business strategy, and wealth preservation.

A world traveler to 47 countries, Kevin is passionate about sharing the lessons and blessings he’s gained along the way. He’s also the founder of The Q Companies, which includes Q-RIA.com, Q-1031.com, Q-Hedge.com, TaxFreeYou.com, SellYourBusinessNow.com, SellMyFDX.com, and fiduciary entities like CB Administrative Services and IST Admin Services.

Richard W. "Rick" Moos is a seasoned financial services executive with more than 25 years of experience in wealth preservation, risk management, and tax-efficient growth strategies for business owners, entrepreneurs, and high-net-worth individuals. His deep expertise spans fixed income and structured products, cashflow planning, and private placement markets, giving him a comprehensive command of the tools needed to protect and grow wealth across generations.

Rick holds an MBA from The University of Texas at San Antonio and a BS in Agricultural Economics from Texas A&M University, and maintains active securities and insurance licensure nationwide.

Throughout his career, Rick has built and led income-focused distribution platforms, managing the full spectrum of client and advisor relationships, from independent RIAs and broker-dealers to family offices and institutional clients. His wholesale experience includes structuring and marketing corporate bonds, redeemable preferred offerings, structured notes, and principal-protected solutions, as well as building business development divisions from the ground up. He has served as a branch OSJ, hired and mentored brokers transitioning to the independent space, and developed multi-state distribution channels serving both retail and institutional markets.

He designs cashflow planning and tax mitigation strategies for business owners, structuring buy-sell agreements and succession vehicles that align personal wealth goals with long-term business continuity. His work at the intersection of insurance, tax strategy, and business succession makes him a trusted advisor for owners navigating growth, transition, and exit.

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.

Active in the nonprofit space, Morris is treasurer of Oak Grove Christian Ministries, a board member for the Oakland Symphony and co-chair of their investment committee. He was also past Board Chair for We Hope, serving the needs of the homeless in Northern California.

Trevor is a CTBA and one of the team's subject matter experts in the various Installment Sale Programs. He is currently serving as the COO for the Q Companies and focuses on coordinating complex real estate, business, and other transactions. He has hosted educational workshops and webinars that has taught thousands of individuals capital gains tax mitigation, income tax reduction, and other financial planning strategies.

Stephen is an accomplished Chief Financial Officer with extensive experience in senior executive roles spanning finance, operations, technology, and strategic leadership.

Throughout his 30+ year career in Entertainment, Fintech, and Startup companies, Stephen demonstrates clear leadership and vision, leveraging modern tools and key performance objectives to transform how organizations align their financial strategies with business objectives.

Stephen brings a unique blend of financial discipline, operational insight, and forward-looking decision-making to The Q Companies.

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.

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.