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 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.
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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