Meet the Management & Education Team

Rebecca Miller, CISP

Gold Family Accounts Officer (Houston)

Specializes in concierge service for our Gold Family Plan members. Handle all questions about Self-Directed IRAs and investment options for clients and prospects.

Derreck Long, CISP

Senior IRA Specialist (Houston)

Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.

Haley Gant, CISP

IRA Specialist (Houston)

Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.

Nicole Fanaff, CISP

IRA Specialist (Houston)

Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.

Juan Deshon, CISP

Senior IRA Specialist (Houston)

Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.

Sarah Shellam, CISP

Marketing Content Editor (Austin)

Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.

Krystal Washington, CISP

VP of Investment Services

The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities.

Alex Beyer, CISP

Transactions Manager

The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities.

Logan Onda, CISP

IRA Specialist (Houston)

Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.

Michael Carter

Senior Transactions Specialist

The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities.

Nicole Wilson, CISP

Systems Officer

Handles all systems processes including improvements for the Quest Client Portal, Expense Pay, The QTC Investment Hub & more@.

Brittani Robinson, CISP

Compliance Officer

Responsible for the review of all fiduciary accounts, financial data, and documentation as it pertains to investments and disbursements from the IRA to ensure all compliance requirements are met.

Christy Fojas

HR Director/Billing Manager

Works with the HR Department assisting with the HR Administrative processes, employment interviews and payroll. Also works with the Billing Team to process administrative fees, update General Fee Schedules, and review accounts

Elizabeth Acosta, CISP

VP of Operations & Finance

Oversee operations of the company, which include financial reports, maintenance of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the company’s reported financials.

David Burrell, CISP

Operations Manager

Preparing financial statements, managing all aspects of the general ledger, providing monthly, quarterly and year-end analysis, assisting with budgeting process, and researching accounting issues for compliance with G.A.A.P.