Contact Us

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

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:
    Chief Executive Officer, CISP, Attorney
  • Nathan Long, CISP:
    President
    Ext: 3574
  • Nate Hare, CISP:
    Executive Vice President
    Ext: 3548
  • Beatriz Adkins, CISP:
    Senior Vice President of Marketing and Customer Development
    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:

Houston Office

  • Anne Marie Hollonds, CISP:
    Marketing Officer
    Ext: 3605
  • Ashley Villa, CISP:
    Marketing Assistant
    Ext: 3566
  • Derreck Long:
    IRA Specialist
    Ext: 3620
  • Juan Deshon:
    IRA Specialist
    Ext: 3635
  • Waqas Khatri, CISP:
    Senior Operations Officer, Certified IRA Specialist
    Ext: 3570

Austin Office

  • Ingrid Chavez, CISP:
    Marketing Officer
    Ext: 3576
  • Katie Schluer, CISP:
    Transfers Representative/IRA Specialist
    Ext: 3577
  • Keaton Munster, CISP:
    IRA Specialist
    Ext: 3615

Dallas Office

  • Rebecca Miller, CISP:
    Special Accounts Officer
    Ext: 3569
  • Haley Gant, CISP:
    IRA Specialist
    Ext: 3607
  • Sarah Shellam, CISP:
    Marketing Assistant
    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.

New Accounts Department

New Accounts

  • Nathalie Lennis 
    New Accounts Supervisor
    Ext: 3603
  • Juan Quintanilla
    New Accounts Representative
    Ext:3604

Handle all the setup of all new accounts, online access, change of address, change of beneficiaries, change of account information.

Transfers In Department

Transfers In Department

  • Joan Ficca, CISP:
    Transfers In Supervisor
    Ext: 3573

Handles transfer of funds (cash) coming into Quest as well as rollovers.

Special Services Department

Special Services Department

  • Elizabeth Nicole Wilson, CISP:
    Special Services Manager
    Ext: 3555
  • Cristina Sandoval:
    Special Services Representative
    Ext: 3553
  • Valeria Torres:
    Special Services Representative
    Ext: 3612

Handles asset transfers coming into and out of Quest, Distribution of assets and cash, and zero value assets.

Transactions

Real Estate Investments

Private Entities

Promissory Notes

Accounts Receivable Department
  • Katerina Villamil, CISP:
    Accounts Receivable Manager
    Ext: 3568
  • Raquel Martinez:
    Accounts Receivable Representative
    Ext: 3562

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

Accounts Payable Department

  • Penny Medeiros: 
    Accounts Payable Manager
    Ext: 3552
  • Cecilia Rojas:
    Accounts Payable Representative
    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.

Billing Department
  • Christy Fojas:
    HR Director/Billing Manager
    Ext: 3557
  • Karen Gomez
    Billing Representative
    Ext: 3595

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

Back Office
  • Johnathan Tran:
    Information Security & Information Technology Officer
    Ext: 3585
  • Elizabeth Acosta, CISP:
    Controller
    Ext: 3584
  • David Burrell:
    Operations Accountant
    Ext: 3564