Rob’s experience in estate planning issues, generation planning, and trust design enable him to guide a cross generation of clients from Generation X to Baby Boomers as they transition through various stages in life. Rob is also a Certified Divorce Financial Analyst (CDFA®) and works with men and women who are “suddenly single.” Rob holds a Bachelor’s degree from the University of Oklahoma. He joined Quest Capital Management in Dallas, Texas in 1994 and was named Partner in 2012. Rob’s client base includes executives, business owners and professionals from a broad range of industries. He stresses the importance of committing to and following through with their investment objectives. Rob lives in Dallas with his wife and their three children. He enjoys sports, music, and Sooner football.

Chris provides guidance to his clients--including physicians, lawyers, dentists, business owners, and high-net-worth individuals--as they navigate major life transitions, such as marriage, divorce, the sale of a business, or the dissolution of a partnership. Having graduated cum laude from the University of Texas-Dallas, he began his wealth management career in 1993, at Quest Capital Management (where he was named partner in 2005). His holistic approach has led Chris to develop multi generational family relationships with clients where he is entrusted with multiple accounts. Having married his college sweetheart, Chris lives in Plano, Texas, with his wife and their three children. He enjoys traveling, playing soccer, and working on his golf game.

Carl’s discipline and thoroughness, acquired as an officer and naval aviator in the US Marines, help him deliver strategic solutions that focus on building, managing, and preserving his clients’ wealth. Carl began his wealth management career in 1994 as a Personal Financial Planner with American Express Financial Advisors. Carl then joined Quest Capital Management in Dallas, Texas in 1997 where he became a Senior Partner and Senior Wealth Advisor. He works with professionals to develop investment strategies to help build and maintain wealth, provide income distribution solutions, and optimize estate planning. Carl is married and has two grown daughters who live in Dallas. He is a scuba Divemaster and an avid sailor and enjoys golf, underwater photography and playing his guitar(s).

Chandler has a passion for building lifelong relationships with clients including small business owners, doctors, and corporate executives. Chandler earned a Bachelor’s degree from the University of North Texas and began his wealth management career in 2003 when he joined Quest Capital Management. Throughout the years, Chandler served in multiple roles in the firm including Senior Wealth Advisor. He was named Partner in 2016. Chandler guides his clients through the complexities of the financial planning process to help them achieve their financial goals. He is an active alumnus in the North Texas Exes and continues to support “Mean Green” football. He and his wife, Shauna, and children live in Colleyville. He stays active by running and competing in 5Ks, 10Ks and half marathons.

Kalita has over 20 years of experience helping families manage and preserve their wealth, including helping clients realize their philanthropic goals. She strongly supports empowering women to better understand their financial affairs, especially when facing a transition in life. Kalita joined Quest Capital Management in 1993, was named Partner in 1999, and became President in 2010. A fifth-generation Texan and Dallas native, Kalita is an active member of professional and civic organizations in Dallas and has a passion for giving back to the community through philanthropy. Kalita lives in Dallas with her husband, Edward, and enjoys playing tennis and traveling.

Connor values the frequent communications that she has with clients to help her collect the relevant financial information that is needed to produce and update their financial plans. She earned a Bachelor’s degree from Sewanee: The University Of The South. Connor began her wealth management career in 2015 when she joined Quest Capital Management in Dallas, Texas as a Client Service Associate. She was named Paraplanner in 2017 and then Associate Planner in 2019. Connor enjoys assisting clients and working with her team to prepare for client meetings and research financial planning opportunities. She is a member of the Financial Planning Association, Dallas Estate Planning Council, and The Hockaday School Alumnae Association. Connor enjoys playing tennis, traveling, and spending time with her family and friends.

Jackie enjoys the collaborative nature of financial planning and focuses her efforts on providing holistic financial planning for her clients. She holds both a Bachelor’s degree and a Master’s degree from Kansas State University. Jackie began her career in the wealth management industry in 2012 as a financial advisor at Edward Jones. She joined Quest Capital Management in 2020 after relocating to Dallas, Texas and served as the point of contact for financial planning including goal planning, risk management, tax planning, retirement benefits, and asset allocation. Jackie works closely with clients to determine their aspirations for retirement and helps them create an actionable plan to achieve their goals. She is an obstacle course racer and spends her weekends hiking and trail running.

Clay works closely with individuals and families to guide them through the financial planning process to help them recognize and achieve their personal and financial goals. Clay holds a Bachelor’s degree from Texas A&M University. He began his financial services career in 2016 with Fidelity Investments where he held various relationship management and client service roles. Clay joined Quest Capital Management in Dallas, Texas in 2020 where he served as the point of contact for goal planning, risk management, tax planning and retirement benefits. Clay serves on the Boards of Governors for the Dallas Estate Planning Council. In his spare time, he enjoys spending time with his friends and family and is working to master the game of golf.

Kyndal discovered her passion for financial planning when she served as a summer intern for Quest Capital Management in Dallas, Texas. After receiving her Bachelor’s degree from Texas Christian University, Kyndal joined Quest as a Client Service Associate in 2019. As a Client Service Specialist, she serves as first point of contact for all client service needs including scheduling appointments, preparing for client meetings, making changes to accounts, and handling money movement requests. She is currently a candidate for CERTIFIED FINANCIAL PLANNER™ certification. Kyndal is originally from Austin and enjoys traveling to beaches around the world. She also enjoys spending time with family and friends and playing soccer.

Danielle began her career in the financial services industry in 2005, working at large RIA firms such as Washington Mutual and JPMorgan and at a local asset management firm in Houston. She's passionate about providing high-quality, detailed customer service to support the Mercer Advisors team and its clients. Danielle graduated with a BA in psychology from the University of Texas at San Antonio and is a CERTIFIED FINANCIAL PLANNER™ professional. She serves on the steering committee of the Mercer Advisors Diversity, Equity & Inclusion initiative and leads the financial literacy-community outreach division. She's also the partner-firm executive sponsor for 3rd Decade as well as a liaison to Junior Achievement. In her spare time, Danielle volunteers with Houston Dress for Success, offering financial literacy classes to veterans. She loves traveling with her husband, going to the theatre, and reading.

Charlene’s extensive experience in the financial services industry and her attention to detailed enable her to provide a high level of service to her team’s clients. She received a Bachelor’s degree from the University of North Texas. Charlene joined Quest Capital Management in Dallas, Texas in 2015 and has over 30 years of experience in the financial services industry. She is the first point of contact for all areas of client service and account management including appointment scheduling and money movement requests. Charlene lives in Carrollton with her husband and has a daughter who lives in Dallas. She enjoys walking, gardening, cooking and spending time with family and friends.

Marla focuses on providing exceptional client service and offering outstanding administrative support to her team. She began her career in financial services in 1992 at an institutional brokerage firm. She then transitioned to LPL Financial where she held a variety of client service roles. Marla joined Quest Capital Management in Dallas, Texas in 2007 where she served as Senior Registered Client Associate. She serves as the first point of contact for clients and works to support her team with a wide range of client support activities. Outside of the office, Marla enjoys being outdoors, taking trips to the beach and spending time with friends and family.