About Iron Gate Holdings

We are a team of financial professionals, attorneys, CPAs, and advisors dedicated to helping clients preserve wealth through tax-efficient strategies. With over 3,800 successful transactions and $1.52 billion in client savings, we bring proven expertise to every engagement.

Our Mission

At Iron Gate Holdings, we believe that hard-working individuals and business owners shouldn't lose a significant portion of their wealth to capital gains taxes when selling appreciated assets.

Our mission is to provide compliant, proven strategies that allow our clients to defer taxes, receive predictable income, and maintain control over their financial future.

We work closely with your existing advisors—CPAs, attorneys, and financial planners—to ensure the IGH Trust structure fits seamlessly into your overall wealth strategy.

By the Numbers

3,800+
Successful Transactions
$1.52B
Client Savings
40+
Years Experience
$400K
Average Client Savings

Meet Our Team

Our team includes financial advisors, attorneys, CPAs, and trust administrators—all dedicated to helping you achieve your wealth preservation goals.

Leadership

Kevin Brunner

Kevin Brunner

Founder / CEO / Advisor

Orange, CA

Kevin Brunner is a Marine veteran with over 40 years of experience in business, mergers & acquisitions, and financial services. He has overseen 3,800+ successful transactions and saved clients over $1.52 billion (with an average savings of $400,000 per client).

Kevin has been featured in Forbes and hosted "The Smart Money Hour" on KABC radio. He is also the best-selling author of "Just Say No To Bad Financial Advice."

As the founder of The Q Companies (Q-RIA.com, Q-1031.com, Q-Hedge.com, TaxFreeYou.com, SellMyBusinessNow.com, SellMyFDX.com), Kevin brings a wealth of expertise in tax-efficient wealth strategies.

Our Team

Christian Ramsey

Christian Ramsey

Principal / AIF® / Capital Gains Expert

Colorado Springs, CO

Trevor LaParl

Trevor LaParl

Chief Operations Officer / Advisor

Orange, CA

Stephen Chow

Stephen Chow

Advisor / Chief Financial Officer

Los Angeles, CA

Matthew Nye

Matthew Nye

Chief Technology Officer

Orange, CA

Sandi Shaner

Sandi Shaner

Executive Assistant / VP of Business Development

San Diego, CA

Craig S. Redler

Craig S. Redler

Trustee / Attorney

Newport Beach, CA

Vicki Miller

Vicki Miller

Transaction Coordinator

Salt Lake City, UT

Mark Nathanson

Mark Nathanson

CPA / Trust Administrator

St. Louis, MO

Morris Chub

Morris Chub

Trust Administrator

Cupertino, CA

Norb Kohler

Norb Kohler

Business Advisor

Orange, CA

Brent Burgesser

Brent Burgesser

Investment & Wealth Advisor

Atlanta, GA

Paul Miller

Paul Miller

Financial Advisor

Salt Lake City, UT

Andy Amborn

Andy Amborn

Financial Advisor

Kansas City, MO

William "Bill" Hassler

William "Bill" Hassler

Financial Advisor

Tampa, FL

Steven H. Shaw

Steven H. Shaw

Financial Consultant / Real Estate

Paradise, CA

Richard Goldberg

Richard Goldberg

Financial Advisor

Phoenix, AZ

Josie White

Josie White

Client Relations Specialist

San Diego, CA

Ready to Learn More?

Schedule a free consultation to discuss your specific situation and see how the IGH Trust can help you defer capital gains taxes.

About Us - Iron Gate Holdings | IGH Trust