Toll Free
- 855-FUN-IRAS (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 (855-386-4727)
info@QuestTrust.com
Austin Office
100 E. Anderson Ln., Suite 100
Austin, TX 78752
Toll Free: 855-FUN-IRAS (855-386-4727)
info@QuestTrust.com
Dallas Office
14860 Montfort Dr., Suite 209
Dallas, TX 75254
Toll Free: 855-FUN-IRAS (855-386-4727)
info@QuestTrust.com
- Self-Directed IRA Questions: info@QuestTrust.com
- Asset Transactions: Transactions@QuestTrust.com
- Accounts Receivable: Accountsreceivable@QuestTrust.com
- Accounts Payable: Accountspayable@QuestTrust.com
- Billing: Billing@QuestTrust.com
- Statements: Statements@QuestTrust.com
- Account Services: AccountServices@QuestTrust.com
- Transfers, & Rollovers: Transfers@QuestTrust.com
- Promissory Note Investments: Notes@QuestTrust.com
- Real Estate Investments: RealEstate@QuestTrust.com
- Private Entity Investments: PrivateEntities@QuestTrust.com
- Post Closing Department: PostClosing@QuestTrust.com
- H. Quincy Long, CISP:
Chief Executive Officer, Attorney - Nathan Long, CISP:
President
Ext: 3574 - Beatriz Adkins, CISP:
Senior 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, Prospects, and Education:
Houston Office
- Anne Marie Rogers, CISP:
Sales Officer
Ext: 3605 - Rebecca Miller, CISP:
Gold Family Officer
Ext: 3569 - Derreck Long, CISP:
Senior IRA Specialist | Sales Supervisor
Ext: 3620 - Haley Gant, CISP:
IRA Specialist | Business Development
Ext: 3607 - Juan Deshon, CISP:
Senior IRA Specialist | Sales Supervisor
Ext: 3635 - Nicole Fanaff, CISP:
IRA Specialist | Social Media Coordinator
Ext: 3640
Austin Office
- Ingrid Chavez, CISP:
Marketing Officer
Ext: 3576 - Katie Schluer, CISP:
IRA Specialist | Marketing Coordinator
Ext: 3577
Dallas Office
- Sarah Shellam, CISP:
Marketing Content Writer
Ext: 3610
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
- Nathalie Lennis:
Account Services Supervisor
Ext: 3603
Handle all the setup of all new accounts, online access, change of address, change of beneficiaries, change of account information.
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
- Penny Medeiros:
Post-Closing & Special Services Manager
Ext: 3613 - Cristina Sandoval:
Special Services Representative
Ext: 3553 - Aric Schluer:
Special Services Representative
Ext: 3625 - Shaneece Waweru:
Special Services Representative
Ext: 3612
Handles Fair Market Valuations for investments in your IRA, as well as distribution of assets and cash, and zero value assets.
Real Estate Investments
- RealEstate@QuestTrust.com
- LeRander Grays, CISP:
Real Estate Supervisor
Ext: 3558
Private Entities
- PrivateEntities@QuestTrust.com
- Alexis Ledbetter:
Private Entities Supervisor
Ext: 3622
Promissory Notes
- Notes@QuestTrust.com
- Kathleen Hsu, CISP:
Notes Supervisor
Ext: 3518
- AccountsReceivable@QuestTrust.com
- Denise Taylor, CISP:
Accounts Receivable Manager
Ext: 3572
Accounts receivable processes all incoming payments to your IRAs (Checks/wire/ACH’s)
- Cecilia Rojas:
Accounts Payable Supervisor
Ext: 3599
Accounts payable processes outgoing payments from your IRA such as property taxes, HOA fees, and utilities, as well as process distributions and transfer outs.
- Karen Gomez, CISP:
Billing Supervisor
Ext: 3595
Billing handles all questions about fees and invoices related to transactions within your IRA
- Shawn Thomas:
Post Closing Supervisor
Ext: 3598
- Johnathan Tran:
Vice President of Information Technology
Ext: 3585 - Thi Valdez, CISP:
Compliance Officer, Attorney
Ext: 3602 - Elizabeth Acosta, CISP:
Controller
Ext: 3584 - David Burrell, CISP:
Operations Manager
Ext: 3564 - Christy Fojas:
HR Director
Ext: 3557