Meet the Team

Keaton Munster, CISP

IRA Specialist (Austin)

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

Derreck Long, 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.

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

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

Jr. IRA Specialist (Dallas)

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

Krystal Washington, 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.

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

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.

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

Special Services Manager

Handles asset transfers coming into and out of Quest, Distribution of assets and cash, and zero value assets.

Katerina Villamil, CISP

Account Receivable Manager

Accounts receivable processes all incoming payments to your IRAs (Checks/wire/ACH’s)

Penny Medeiros, CISP

Accounts Payable Manager

Accounts payable processes outgoing payments from your IRA such as property taxes, HOA fees, and utilities, as well as process distributions and transfer outs.

Brittani Robinson, CISP

Quality Control Manager

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.

Ryan Collins, CISP

Systems Manager

The Systems department helps lead development for the Client Portal that our clients use as well as the systems that the employees of Quest use.

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

Christina Fojas

In-House Counsel

Represents Quest Trust Company in its corporate capacity in all legal matters.

Elizabeth Acosta, CISP

Controller

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.