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
• New Accounts: NewAccounts@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:
  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, 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

• 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

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

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

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.

Real Estate Investments

• RealEstate@QuestTrust.com
• Krystal Washington, CISP:
  Funding Officer
  Ext: 3586

Private Entities

• PrivateEntities@QuestTrust.com

Promissory Notes

• Notes@QuestTrust.com
• Alex Beyer, CISP:
  Transactions Manager
  Ext: 3589

• 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)

• 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.

• 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

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