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:
  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 | Assistant Marketing Manager
  Ext: 3607
• Juan Deshon, CISP:
  Senior IRA Specialist | Sales Supervisor
  Ext: 3635
• Nicole Fanaff, CISP:
  IRA Specialist | Media Coordinator
  Ext: 3640
• Kurt Power:
  IRA Specialist
  Ext: 3644

Austin Office

• Ingrid Chavez, CISP:
  Marketing Officer
  Ext: 3576
• Katie Schluer, CISP:
  IRA Specialist | Marketing Coordinator
  Ext: 3577
• Sarah Shellam, CISP:
  Marketing Content Writer
  Ext: 3610

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

• 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:
  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
• Michael Carter:
  Real Estate Supervisor
  Ext: 3579

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
• 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