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.
Nicole Bacot, 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.
Steve Csobaji
IRA Specialist and Office Manager (Dallas)
Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.
Sarah Shellam, CISP
Asst. Marketing Manager and Content Lead (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
Funding Officer
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.
LeRander Grays, CISP
Institutional Relationship Manager (Houston)
Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Establish business relationships with like-minded companies.
Karen Garcia, CISP
Billing Manager
The Billing Team handles all questions about fees and invoices related to transactions within your IRA.
Brittani Robinson, CISP
Systems Officer
Handles all systems processes including improvements for the Quest Client Portal, Expense Pay, The QTC Investment Hub & more.
E. Nicole Wilson, 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.
Cynthia Zabala
Transfers Manager
The Transfer Team handles transfer of funds (cash) coming into and out of Quest as well as rollovers.
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
Treasury 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.