About Q-Financial
Read About Our Firm
Our Mission
At Q Financial, we are committed to empowering our clients with innovative and strategic financial solutions, focusing on the transformative power of Installment Sale Trusts. Our mission is to guide individuals and businesses through the complexities of asset liquidation, ensuring a seamless, tax-efficient transition of wealth.
We believe in the strength of informed decisions and personalized planning, helping our clients navigate the intricacies of tax-deferred vehicles, particularly in the realm of Installment Sales as outlined in Section 453 of the IRC.
Our approach is rooted in a deep understanding of the financial landscape and a commitment to tailoring strategies that align with our clients' unique goals. By leveraging the Installment Sale Trust, we offer a flexible alternative to traditional methods like the Section 1031 exchange, providing a pathway to defer taxes and maximize returns. Our expertise extends beyond transactions; we are dedicated to building lasting relationships and fostering financial growth, one installment at a time.
About Us
Kevin Brunner founded Q-Financial in 2004 (Formerly Brunner Financial). It was founded under the imperative idea of fighting back against corrupt and dishonest broker-dealers and "tax experts" who charge high fees for sub-par results. After witnessing families lose everything from bogus financial services, Kevin went out on his own, creating Q-financial. Following writing a published and reviewed white paper about the Model Q Strategy™, Kevin was dedicated to streamlining the process and making it more available to the public.
Kevin picked up Nathan and Trevor originally for marketing and branding assistance, which eventually led to full-time positions at Q-Financial because of their work ethic and dedication. With previous experience in insurance and sales, Nathan and Trevor have quickly caught on to the financial sector. Now, Kevin mentors the hardworking duo to eventually succeed him in Q-financial.
Meet the Team
Kevin Brunner, IST Advisor (President & CEO)
Orange, California
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, hosted the Smart Money Hour radio show, and leads a team of 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.
He is also the proud founder of The Q Companies: Q-RIA.com, Q-1031.com, Q-Hedge.com, Q-DST.com, TaxFreeYou.com, SellYourBusinessNow.com, SellMyFDX.com, CB Administration Services, IST Administration Services, and many other ventures.
Kevin is also the full-time guest on TheTaxHax podcast.
Michael Burwick (Tax Attorney)
Boston, Massachusetts
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 S. Redler (Trustee/Attorney)
Newport Beach, California
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.
Mark Nathanson (CPA /Trust Administrator)
St. Louis, Missouri
Mark Nathanson earned a Bachelor of Science in Accounting from the University of Missouri-Columbia and has been in public accounting for over 35 years. Mark serves as a tax strategist and advisor to primarily high-net-worth individuals, along with trusts and business entities, including corporations, partnerships, and LLCs.
He has extensive experience in Tax Planning and Compliance and has maintained many long-term relationships with clients. Mark enjoys working with clients to better position themselves within a complicated tax code.
Additionally, he serves as an outsourced Chief Financial Officer to small to middle-market companies nationally to provide analysis and guidance through the financial reporting process, improving cash flows and other efficiency matters.
When Mark is not at work, he likes exercising, yoga, and other sports activities. He spends time with family and works with various charitable organizations in his hometown of St. Louis, Missouri.
Morris Chub (Trust Administrator)
Cupertino, California
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)
Orange, California
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)
Huntington Beach, California
Nathan (Nate) is on a mission to create business partnerships that bring unparalleled client value. His focus is the financial services industry, where he discovered his passion. This 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.
William "Bill" Hassler, IST Advisor
Tampa, Florida
“Bill Hassler has been in the financial services industry for over forty years. He holds the professional designations of Chartered Life Underwriter and Chartered Financial Consultant.
He has also been a mentor in the Nelson Nash Institute, teaching the concept and principles of Austrian Economics. He has also volunteered his time over many years teaching classes in financial literacy. Bill draws from his diverse experience in the financial arena to help his clients determine the best outcome for them, while striving to mitigate the effect of taxation, and provide tax-free retirement income for life.”
Sunny Mitra, Wealth Consultant
Atlanta, Georgia
Sunny Mitra boasts 35 years of unwavering commitment to the banking and insurance industry. His journey has evolved from selling diverse insurance products to a passionate dedication to liberating individuals from debt, optimizing taxes, and fostering tax-free, perpetual passive income through the transformative concept of using other peoples’ money for retirement.
Sunny has been featured on radio stations, newspapers, and has written books on various topics ranging from long-term care to health and wellness. He loves sharing his knowledge with people and by fostering new relationships with an advisor firm and hedge fund, he is able to help clients preserve their wealth for generations and plan for retirement while minimizing taxes.
This newfound focus brings Sunny unparalleled job satisfaction, making each day an enriching pursuit of financial empowerment for his clients.
Steven H. Shaw, Financial Consultant
Paradise, California
Steve was born and raised in Northern California, where all of his education took place within the Seventh Day Adventist school system, from first grade through college. He graduated with a BA in Religion and a minor in Spanish, originally considering a career in secondary education, possibly at a boarding school. However, during his time at Monterey Bay Academy near Santa Cruz, Steve gained some exposure to construction through a work/study program, and as fate would have it, he gravitated toward a more physical career.
One of his desires is to help the younger generation become better prepared financially than he had been, recognizing that society often doesn't emphasize financial planning early in life.
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