Contact Us

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

• 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:
  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, Prospects, and Education: 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.

Houston Office

• Anne Marie Rogers, CISP:
  Vice President of Sales and Business Development
  Ext: 3605
• Rebecca Miller, CISP:
  Gold Family Officer
  Ext: 3569
• Katie Schluer, CISP:
  IRA Specialist | Marketing Manager
  Ext: 3577
• Nicole Fanaff, CISP:
  IRA Specialist
  Ext: 3640
• Brianna Clayton:
  IRA Specialist
  Ext: 3627
• Zach Wilson:
  IRA Specialist
  Ext: 3648
• Collin Taylor:
  IRA Specialist
  Ext: 3696
• Andrea Chacin:
  IRA Specialist
  Ext: 3565

Austin Office

• Sarah Shellam, CISP:
  Assistant Marketing Manager | Content Writer
  Ext: 3610

Dallas Office

• Steve Csobaji:
  IRA Specialist | Office Manager
  Ext: 3554

Account Maintenance

• Nathalie Lennis: 
  Client Services Officer
  Ext: 3603
• Shayla Tyson: 
  Account Maintenance Manager
  Ext: 3649
• Shaite Jackson
  Account Maintenance Processor
  Ext: 3736

Handles 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.

Institutional Relationships

• • LeRander Grays:
    Institutional Relationship Manager
    Ext: 3558

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes. Our flexible and easy-to-understand procedures are able to create top-tier systems and support for your firm and your clients.

Special Services Department

• 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

• RealEstate@QuestTrust.com
• Krystal Kirksey
  Real Estate Supervisor
  Ext: 3628

Private Entities

• PrivateEntities@QuestTrust.com
• Alexis Ledbetter:
  Private Entities Supervisor
  Ext: 3622

Promissory Notes

• Notes@QuestTrust.com
• Milan Gaskin:
  Notes Supervisor
  Ext: 3637

• AccountsReceivable@QuestTrust.com
• Raquel Martinez: 
  Accounts Receivable Manager
  Ext: 3562

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

• Cecilia Rojas, CISP: 
  Accounts Payable Manager
  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.

• Karen Garcia, CISP:
  Billing Manager
  Ext: 3595

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

• Shawn Thomas: 
  Post-Closing/Originals Manager
  Ext: 3598

• Johnathan Tran:
  Vice President of Information Technology
  Ext: 3585
• E. Nicole Wilson, CISP:
  Compliance Officer
  Ext: 3602
• Elizabeth Acosta, CISP:
  Controller
  Ext: 3584