Contact Us

Toll Free

  •  855.386.4727

Corporate Headquarters

17171 Park Row, Suite 100
Houston, TX 77084

P: (281) 492-3434
F: (281) 646-9701
Toll Free: 855-FUN-IRAS

Austin Office

100 E. Anderson Ln., Suite 100
Austin, TX 78752

Toll Free: 855-FUN-IRAS

Dallas Office

14860 Montfort Dr., Suite 209
Dallas, TX 75254

Toll Free: 855-FUN-IRAS

Special Department Emails
This employee directory is provided as a resource to aid in conducting business with Quest Trust Company, Inc.

Executive Team
  • H. Quincy Long, CISP:
    Chief Executive Officer, Attorney
  • Nathan Long, CISP:
    Ext: 3574
  • Beatriz Adkins, CISP:
    Executive Vice President
    Ext: 3581
  • Joedy Patrick, CISP:
    Vice President of Customer Care
    Ext. 3592
  • Forrest Clark:
    Vice President of Special Services
    Ext: 3575
New Clients & Education
New Clients, Prospects, and Education:

Houston Office

  • Anne Marie Rogers, CISP:
    Vice President of Sales
    Ext: 3605
  • Rebecca Miller, CISP:
    Gold Family Officer
    Ext: 3569
  • Derreck Long, CISP:
    Senior IRA Specialist | Sales Supervisor
    Ext: 3620
  • Juan Deshon, CISP:
    Senior IRA Specialist | Sales Supervisor
    Ext: 3635
  • Nicole Bacot:
    IRA Specialist
    Ext: 3661
  • Nicole Fanaff, CISP:
    IRA Specialist | Media Coordinator
    Ext: 3640

Austin Office

  • Ingrid Chavez, CISP:
    Vice President of Marketing
    Ext: 3576
  • Katie Schluer, CISP:
    IRA Specialist | Marketing Manager
    Ext: 3577
  • Sarah Shellam, CISP:
    Marketing Content Writer
    Ext: 3610
  • Steve Csobaji:
    IRA Specialist
    Ext: 3554

Dallas Office

Handle all questions about Self-Directed IRAs and investment options for clients and prospects. Create the marketing, speaking, and workshop schedules for Quest Trust Company educators. Establish business relationships with like-minded companies.

Account Services Department

Account Services

  • Nathalie Lennis: 
    Account Services Manager
    Ext: 3603

Handle all the setup of all new accounts, online access, change of address, change of beneficiaries, change of account information.

Transfers Department

Transfers Department

  • Cynthia Zabala:
    Transfers Supervisor
    Ext: 3587

Handles transfer of funds (cash) coming into and out of Quest as well as rollovers.

Special Services Department

Special Services Department

  • Penny Medeiros:
    Special Services Manager
    Ext: 3613
  • Cristina Sandoval:
    Special Services Representative
    Ext: 3553
  • Aric Schluer:
    Special Services Representative
    Ext: 3625

Handles Fair Market Valuations for investments in your IRA, as well as distribution of assets and cash, and zero value assets.


Real Estate Investments

Private Entities

Promissory Notes

Accounts Receivable Department

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

Accounts Payable Department

  • Cecilia Rojas: 
    Accounts Payable Supervisor
    Ext: 3634

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

Billing Department
  • Karen Gomez, CISP:
    Billing Supervisor
    Ext: 3595

Billing handles all questions about fees and invoices related to transactions within your IRA

Post Closing Department
  • Shawn Thomas: 
    Post Closing Supervisor
    Ext: 3598
Back Office
  • Johnathan Tran:
    Vice President of Information Technology
    Ext: 3585
  • Thi Valdez, CISP:
    Compliance Officer, Attorney
    Ext: 3602
  • Elizabeth Acosta, CISP:
    Ext: 3584
  • David Burrell, CISP:
    Operations Manager
    Ext: 3564
  • Christy Fojas:
    HR Director
    Ext: 3557