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
info@QuestTrust.com
Austin Office
100 E. Anderson Ln., Suite 100
Austin, TX 78752
Toll Free: 855-FUN-IRAS
info@QuestTrust.com
Dallas Office
14860 Montfort Dr., Suite 209
Dallas, TX 75254
Toll Free: 855-FUN-IRAS
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:
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
- LeRander Grays:
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