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About Us

about us about us

Delivering World Class Education and Customer Service Since 2003

About Us

“Every day I hear from clients and employees that what we’ve done has changed their lives.” - Nathan Long, President of Quest Trust Company

Founded in 2003 by H. Quincy Long, we opened our first office in Houston, Texas as Entrust Retirement Services. Since then, we evolved into Quest IRA in 2011 and Quest Trust Company in 2018. Through it all, our foundation of providing quality education and world class customer service was always there helping us grow into one of the leading Self-Directed IRA custodians in the nation.

 We want you to invest in what you know best. From real estate, notes, oil and gas, private placements, and more, you are in the driver’s seat. You find the investment, and we provide expert account administration and transaction support services, with our friendly and knowledgeable staff ready to take your call. To help you make the best investment decisions, we provide informative online webinars and lively in-person events where you can educate yourself on your investment options and network with quality like-minded investors.

Not all Self-Directed IRA custodians are the same, so make sure to choose the company that will not only help you succeed in saving for your retirement, but will make the journey fun.

Awards & Recognitions

2020 America's Best IRA Custodians Wealth Advisor
Best Self-Directed IRA Company Best of Notes 2020
Best Self-Directed IRA Company Best of Notes 2021
Best Self-Directed IRA Company Best of Notes 2022
2020 Think Realty Honors Real Estate Investment Services
Lifetime Achievement Award H. Quincy Long
Linda's Legacy Industry Impact H. Quincy Long

Our Vision & Mission

Achieving New Standards of Excellence

At Quest Trust Company, our vision is to set and achieve new standards of excellence, with good character, by earning the respect of our clients, the admiration of our competitors, and the loyalty of our employees.

Our mission is to deliver an unparalleled customer experience that caters to your needs.  This avid sense of direction stems from what we maintain to be the foundation of our company - our employees. Here we believe in cultivating a philosophy that fosters innovation, integrity, and hospitality. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market for not only ourselves, but for you, too. For that reason, we here at Quest Trust Company hold true that you, our customers, are the incentive.

19,000

Happy Clients

20+

Years in Business     
 

3 Billion

Assets Under Administration

staff

Testimonials

Hear What Our Clients Love About Quest

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“Quest Trust Company hands down has the absolute best customer service on the planet. I get all of my deals funded within 24 - 48 business hours.”

Jay

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Private Money Expert

headshot of Nancy Wallace-Laabs

“I came up to a Quest event to start building my network and I met some people. There really are some awesome events here. We got the investment funded, and it was a win-win for everyone, because it was such an easy process at Quest.”

Nancy

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KBN Homes

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“They provide great education, great customer service, and we have already had several borrowers that we’ve lent money to. We are very happy with our accounts at Quest.”

Jay

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Real Quest Client

headshot of Scott Horne

“I speak at Quest events, but I’m also a Quest client. It’s an awesome way to generate wealth and learn how to get out there. And, they help you along the way with how to do everything.”

Scott

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S2Equities LLC

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“We love the resources that Quest offers. We love the webinars, seminars, and all the training they do. It’s amazing.”

Bill

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Carolina Capital Management

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“We’ve been working with Quest for about a year and a half now, and what I can tell you is that they offer the best customer service of any business I’ve ever worked with.”

Mike

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Real Quest Client

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“I’ve been a real estate investor for over 25 years, and I’ve learned more in the last four weeks at Quest Trust than I’ve learned in those 25 years.”

Yvonne

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Real Quest Client

Ready to Take the Next Step?

Discover what a Self-Directed IRA can do for you.

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Meet Quest's Executive Team

Headshot of H Quincy Long

H. Quincy Long is the Founder & CEO of Quest Trust Company and works in the Houston corporate office. Quincy has been a licensed Texas attorney since 1991, specializing in real estate, and has been a fee attorney for American Title Company. In 1990, Quincy received his Doctor of Jurisprudence from the University of Houston, and continued his education, receiving his Masters of Law in 1997. He has sat on the board of directors of the Realty Investment Club of Houston (RICH), the second largest real estate club in the country, and maintains the title of Certified IRA Service Professional, CISP. Quincy is also the author of numerous articles on self-directed IRAs and other real estate related topics, many of which can be found on the Quest Trust Company website, and in addition, Dyches Boddiford and George Yeiter, CPA, co-authored with Quincy to write the book “Real Estate Investment Using Self-Directed IRAs and Other Retirement Plans.” Widely known for his enthusiasm, attention to detail and knowledge of the Self-Directed retirement industry, he is one of the most sought after keynote speakers in the nation. Quincy can often be spotted in his office reading and learning more to prepare for one his many, highly-attended lectures on topics including self-directed retirement plans, real estate, unrelated business income tax, land trusts, mortgage foreclosures, etc. Quincy enjoys reading, hiking and spending time with family and friends in his free time.

Chief Executive Officer

H. Quincy Long

Headshot of Nathan Long

As the President of Quest Trust Company, Nathan Long oversees the operations of the company and aids in improving the practices implemented. After joining his brother, Quincy and the Quest Trust Company team in 2007, Nathan has aided in growing the company to over ninety employees located in four different cities, with continued expansion expected in the near future. Prior to working at Quest Trust Company, Nathan was in the automotive industry for over 17 years as an upper level executive for Automotive Investment Group, AIG, and participated in growing the ABC Nissan Branch in Phoenix, Arizona. Nathan also holds the title of Certified IRA Services Professional (CISP), from the Institute of Certified Bankers. Throughout his time with Quest, Nathan has focused his time and efforts on providing superb customer service and developing excellent educational resources. As a devout vegan, Nathan loves animals and has a passion for cooking. In his spare time, he can be found working with rescued animals and traveling.

President

Nathan Long

Forrest Clark

Forrest Clark serves as Executive Vice President and sits on Quest Trust Company's Board Committee, the leadership team responsible for setting the corporate strategy, goals and annual targets for the company. Forrest graduated from the University of Texas in 1966 and went on to serve in Germany during the Vietnam war as company commander of mechanized infantry company. In 1973, Forrest graduated from South Texas College of Law and continued in Human Resources Management for 15 years. In 1984, Forrest started a real estate closing company that specialized in HUD and VA foreclosures. In 1988, while Forrest worked at the HUD closing company, it became the largest contracted closing office in the nation. President of Quest Trust Company, H. Quincy Long and Forrest, both Real Estate Attorneys, began working together in 2003. As Vice President at Quest Trust Company, Forrest enjoys helping clients and staff with questions on asset valuations, lawsuits and other special projects. Forrest is married to Patricia Clark, a retired Presbyterian minister. Forrest and his wife have two grown children and three grandchildren.

Vice President of Special Services

Forrest Clark

Headshot of Beatriz Adkins

Beatriz Oliva Adkins is the Executive Vice President within Quest Trust Company. After graduating from the University of Texas in San Antonio with a Bachelor’s degree in business management, Beatriz joined Quest Trust Company as an IRA Specialist. In her past several years with Quest, she has proved her extensive knowledge on finance and investing as well as her strong expertise in areas such as organizational leadership, management and sales techniques. Beatriz received the designation of Certified IRA Services Professional from the Institute of Certified Bankers in 2013, at the time making her the youngest CISP in the United States. Additionally, she sits on the Executive Management Committee, the leadership team responsible for setting the corporate strategy, annual goals and mission of the company. She is passionate about the advancement of women in the investment industry and serves as a mentor to many young women who work for Quest Trust Company. In her spare time, Beatriz enjoys traveling and spending time with her husband Chris and their three daughters.

Executive Vice President

Beatriz Adkins

Headshot of Anne Marie Rogers

Anne Marie joined Quest Trust Company in 2013 and currently serves as a VP of Sales & Business Development.  After graduating from St. Edward’s University with a Bachelor of Arts in Communication focused in Public Relations and Advertising, Anne Marie pursued a position as an IRA Specialist.  In 2014, she received the designation of Certified IRA Services Professional from the American Bankers Association.  Anne Marie’s strong sales background and degree focus motivated her to accept a position directing the Sales Department at Quest Trust Company.  In this role, she directly oversees all of the Houston and Dallas operations, business development and sales.  Anne Marie is one of the lead female public speakers at Quest Trust Company, and travels around the country educating investors on the benefits of Self-Directed IRAs.  She teaches Americans how to take control of their retirement through her experience at Quest and from personal experience starting to do her own note investments in her early 20s.  In 2018, she was approved by the Texas Real Estate Commission to be an instructor of real estate continuing education courses.  Additionally, Anne Marie manages the coordination of company events, including some of the largest and most successful events in the history of the company like the Quest Expo.

Vice President of Sales & Business Development

Anne Marie Rogers

Headshot of Johnathan Tran

Johnathan Tran is the Senior Vice President of Information Technology at Quest Trust Company, overseeing and providing leadership for the development of an innovative, robust, and secure information technology environment throughout the company. Starting as the only information technology personnel at Quest IRA in 2012, he now oversees the IT and Systems division, as well as sets technology direction and coordinates infrastructure and service delivery across Quest.  He is responsible for IT units, which support enterprise applications, systems development and integration, enterprise data, research support, training, user support, audio and visual, infrastructure, communications, and information security.

Johnathan has coordinated over five office expansions in the state of Texas, two telecommunications system upgrades, and two complete IT infrastructure upgrades at Quest Trust Company; in 2018, he directed IT and Systems transition from Quest IRA to Quest Trust Company. He is a certified Salesforce Administrator and a member of the Association of Information Technology Professionals. In his spare time, he enjoys studying for additional technology certifications, traveling with his wife and furry friend, and is a passionate home chef who enjoys cooking diverse ethnic dishes.
 

Senior Vice President of Information Technology

Johnathan Tran

Headshot of Krystal Washington

Krystal Washington joined Quest Trust Company in 2013 and currently holds the position of VP of Investment Services. Krystal joined the Quest team as an internal processor and quickly moved her way up to an executive position. Having the opportunity to work in almost every department during her time at Quest, she has been instrumental in revamping and restructuring multiple departments. In 2017, Washington became CISP certified with the American Bankers Association. Her expertise is in funding notes, real estate and private entities, and she also works closely with multiple internal committees at Quest, overseeing the growth and development of the transaction team. In her free time, she enjoys taking trips and spending time with her husband and son.

Vice President of Investment Services

Krystal Washington

Headshot of Nicole Wilson

Nicole Wilson is the Vice President of Compliance at Quest Trust Company. Nicole graduated from Lyon College in 2011 with a Bachelor of Arts. She has a diverse background in legal, higher education, and alternative investments prior to coming to Quest. She joined Quest in 2016 as part of the transactions team and has served the company in various capacities. She built the Special Services Department from the ground up before moving to the Systems Department and eventually moving into Compliance. Nicole was named Compliance Officer in October 2022 and in November 2023 was promoted to vice president of the department.

Vice President of Compliance

Nicole Wilson

Headshot of Elizabeth Acosta

Elizabeth Acosta joined the Quest Trust Company team in 2015 and currently holds the position of VP of Operations & Finance, directing and coordinating all accounting operations and functions for the company. Elizabeth joined Quest working in our client interfacing departments, primarily dealing with accounts payable and accounts receivable before moving in to operations. Now, she oversees all Quest operations, managing financial data necessary for an accurate accounting of consolidated business results and working closely with the HR director to oversee hiring and benefits for the company. In 2018, Acosta became CISP certified with the American Bankers Association, adding to her list of accomplishments. When she is not at work, you can find her outside kayaking and taking road trips in her free time.

Vice President of Operations & Finance

Elizabeth Acosta

Regulatory Oversight

When you choose Quest as your custodian, you can feel secure in the knowledge that your investments are in good hands. As a licensed Texas trust company, we are highly regulated by the Texas Department of Banking (TDB). Our activities are monitored internally and externally by both independent auditors and by the TDB five times each year to ensure that we are following rigorous policies and procedures.

  • Independent financial audit
  • Independent IT audit
  • TDB IT audit
  • Agreed Upon Procedures (AUP) audit
  • Overall TDB audit

Ready to Get Started?

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