The Team Driving Generational Wealth & Lasting Legacy
At The Brunson Approach, every member of our team is dedicated to one mission: helping our clients protect assets, scale businesses, and build legacies. Together, we are committed to creating 2,000 million-dollar families and businesses by 2030 through our Four Pillars of Financial Freedom.
CEO & Lead Financial Strategist
Quintaria S. Brunson
Quintaria works directly with clients to design wealth strategies that merge asset protection, real estate positioning, scalable business models, and leadership. She leads each client journey with a vision to ensure their business and family wealth are positioned for generational impact.
Director of Client Experience & Success
Donabel Surban
Donabel is the primary point of contact for clients. She ensures every family and business owner receives the guidance, resources, and accountability needed to move from strategy to results. Her role is to make the client experience seamless and successful from start to finish.
Senior Wealth Advisor, Life Insurance & Annuities
Mercedes Coates
Mercedes helps clients protect their assets and create lifetime income streams. She develops personalized insurance and annuity strategies that secure families financially while positioning business owners for long-term stability.
Ashley Coughlin
Head of Brand Strategy & Creative Marketing
Ashley works with families and business owners to strengthen their brand presence. She provides marketing strategies, creative campaigns, and positioning support that help clients attract customers and expand their influence.
Blessy Moralde
Director of Digital Infrastructure & Automation
Blessy improves how businesses run by building automations, client portals, and digital systems that save time and increase efficiency. She ensures our clients’ operations are smooth, scalable, and tech-enabled for growth.
MaSheva King
Grants & Procurement Strategist
MaSheva connects clients with new funding opportunities. She identifies and secures grants, contracts, and procurement pathways that bring additional resources into their businesses and organizations.
Aanya Brunson
Social Media & Digital Engagement Coordinator
Aanya ensures our clients’ stories are shared online. She manages social media and digital engagement strategies that highlight client wins, increase visibility, and connect their brands with wider audiences.
Arianna Ogando
Data Systems Architect & CRM Specialist
Arianna builds and maintains client relationship management systems. She ensures that client data, follow-ups, and communications are tracked seamlessly so every family and business receives consistent, personalized support.
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Crystal Luckey
Lead Market Research Analyst
Crystal provides clients with the research and insights they need to stay ahead. She identifies trends, risks, and market opportunities that guide decision-making and ensure client strategies are grounded in current industry intelligence.
Our Collective Strength
One Team. Four Pillars. Client-First.
Every member of our team is here to serve families and business owners directly. Whether through Asset Protection & Wealth Multiplication, Real Estate Positioning, Buying & Selling Businesses, or Mindset & Leadership, we work side by side with our clients to help them secure wealth and achieve results.
