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Pam is the welcoming face of Quest. She is the first point of contact for all clients, vendors and other individuals who come into our office. Other responsibilities include assisting Quest Executive Manager Dennis Moore, CFP®, with day-to-day operations and special projects. Pam joined the Quest team in 2000. She is currently enrolled at the University of Phoenix and working toward a business administration degree.
Pam lives in Dallas with her husband, Kelvin. She is a proud mother to Kelvin Jr., Chloe and Brittney and Nana to five grandsons. Pam enjoys being a Nana, shoe shopping, traveling and spending time with her loved ones.
Michelle is responsible for marketing and branding Quest. Michelle assists all wealth managers in establishing and maintaining relationships with members of Quest's Professional Service Network and other attorneys and CPAs. Using her creative abilities, she continually pursues marketing and content development. As business development coordinator, Michelle is also responsible for the planning and execution of the social and educational Quest events for clients, prospective clients and Professional Service Network members.
Additionally, Michelle works with Quest Executive Manager Dennis Moore, CFP®, to create and maintain detailed operational reports and assist in office administration. She graduated cum laude with a Bachelor of Science from Texas A&M University.
Michelle is married to fellow Questor, Casey, and lives in Frisco with their children, Emma and Gray. She is an active PTA member and room mother at Boals Elementary. When not in the office, Michelle enjoys any and all creative outlets, especially scrapbooking, painting and floral design. Inspired by friends, she has recently taken up running.
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Tim is responsible for configuring and maintaining Quest's voice and data network. This includes regularly performing system backups on all network servers and safeguarding all server systems and software. Additionally, he serves as the privacy officer for Quest and a member of the Technology Committee. Tim has a Bachelors of Science in network and communications management, Bachelors of Science in telecommunications management and an MBA with concentration in information security and is currently working on a Masters of Project Management.
Tim was born and raised in Dallas, where he met his wife, Lisa. They have two daughters, Robin and Summer. Tim enjoys cooking for his family and spending time outdoors.
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Lori oversees all securities and compliance branch operations. She coordinates branch support activities and supports Quest team members to provide necessary investment trading and recordkeeping support, including purchasing and selling of securities for Raymond James Financial Services, Inc. Additionally, she manages clients' deposits and disbursements of funds to and from their Raymond James Financial Services accounts. Lori joined the Quest team in 1992.
Lori graduated from the University of Houston with a Bachelor of Business Administration degree in marketing. She is a member of the Dallas Opera Guild and enjoys visiting local art museums.
CFP® | Certified Financial Planner™ | ![]()
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.