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.

Collin Taylor, 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

Development & Training Specialist (Houston)

Designs, delivers, and evaluates employee training programs and professional development initiatives designed to enhance skills, knowledge, and performance within Quest while aligning with its strategic goals.

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.

Zach Wilson, 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.

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.

Sarah Shellam, CISP

Communications Manager (Austin)

Responsible for developing and implementing strategic communication plans, overseeing consistent and effective messaging across various Quest channels to enhance the company brand and reputation.