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: 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

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

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

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

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

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, 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.

Billing Department
  • Karen Garcia, CISP:
    Billing Manager
    Ext: 3595

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

Post Closing Department
  • Shawn Thomas: 
    Post-Closing/Originals Manager
    Ext: 3598
Back Office
  • Johnathan Tran:
    Vice President of Information Technology
    Ext: 3585
  • E. Nicole Wilson, CISP:
    Compliance Officer
    Ext: 3602
  • Elizabeth Acosta, CISP:
    Ext: 3584