Mary H. Durie, CFP^®, AEP^®

For Mary, cultivating long-term relationships with her clients is her main goal. She brings an engaging, straightforward style to explaining complex financial matters and offers diverse options for preserving and managing wealth. Her unique ability is to analyze complicated issues and distill them down to an actionable decision.

Mary has extensive experience in guiding her clients through important financial decisions involving major life transitions. She specializes in working with high net worth families, specifically, those with highly concentrated positions in a single stock.

After graduating from the University of Oklahoma in 1984, Mary began her career in financial planning and has developed hundreds of financial plans for use by planners across the country. She joined Quest Capital Management in 1988 where she has since served as a wealth manager, earning her Certified Financial Planner™ certification in 1990.

Additionally, Mary is an Accredited Estate Planner™ and serves on the Board of Governors for the Dallas Estate Planning Council. She is also active with the Dallas Chapter of Women's Presidents' Organization. She has been named to D Magazine's list of "The Best Financial Advisors in Dallas" since its inception in 2002. She has been featured in the book Wealth Advisors: The Smart Investor's Guide to Evaluating and Selecting a Competent Team of Financial Professionals. Mary has also been named one of Worth's Top 100 Wealth Advisors and serves on the Advisory Board of the Dallas Foundation.

Mary is licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance. She is also a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services.

When not in the office, Mary spends her time with her fiancé, Paul Stone, playing golf or faithfully supporting the Sooner football program. Together they manage a household for their cat and dog.

Worth: Recognized by the magazine among an elite group of individuals for their expertise, integrity and dedication to the field of wealth management. D Magazine: Compiled bi-annually by the local magazine, which surveyed Certified Financial Planner™ professionals in the DFW area and the final list was reviewed by esteemed local financial planners.

Mary's Team

Casey Kupper, CFP^®

Wealth Advisor, Director of Investment Management and Research, Quest

Casey is the Quest point of contact for asset allocation and portfolio performance concerns, questions on employee benefits and retirement plans, tax planning issues and strategies, trade requests and any updates to your financial plan.

A graduate from the University of North Texas, Casey received a Bachelor of Science in economics. He is a Certified Financial Planner™professional, a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services, holding Series 7, 63 and 65 licenses. Additionally, Casey has completed Level I in the Chartered Financial Analyst^® program.

Casey is married to fellow Questor, Michelle, and lives in Frisco with their two children, Emma and Gray. A competitive person, Casey enjoys chess, running and assisting Emma's sports teams. He also takes pleasure in sabermetrics, reading non-fiction and spending time with loved ones.

Marisa Lockhart

Associate Planner

Marisa is the first point of contact for all client service needs. She is responsible for scheduling appointments, client account changes, withdrawals or disbursements from Raymond James accounts, trade requests and other administrative tasks. Additionally, Marisa works on financial analysis, such as asset allocations, annual reviews and portfolio review reports.

Marisa graduated cum laude from Texas Tech University, where she received a Bachelor of Science degree in personal financial planning and a minor in general business. She is a Registered Representative with Raymond James Financial Services, holding Series 7 and 65 licenses.

Marisa lives in Plano with her husband, Jason, and son, Bennett. A devoted Red Raider, Marisa and her husband enjoy traveling to Lubbock to cheer on Texas Tech football. She is also an active member in the Junior League of Dallas and Community Partners of Dallas. In her spare time, Marisa enjoys cooking, traveling and spending time with her family and friends.

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.