Broker Check

Our Team


Our Family practice is here to provide you with the tools and services needed to guide your family toward your financial goals.

Timothy Anselmi, CFP, CRPC

Financial Planner

(281) 880-9955

(281) 880-5288

tim.anselmi@lfg.com

Tim is a Wealth Planning Advisor who works with individuals to help them determine their life insurance, retirement, personal investing, and estate planning needs. He also works with small businesses and corporations to develop...

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Nathan J. Harrison, CFP, CRPC

Financial Planner

(281) 880-9955

(281) 880-5288

nathan.harrison@lfg.com

Nathan joined Lincoln Financial Advisors in 2002. Nathan earned a B.B.A. degree in Marketing from Texas Tech University in 1999. Since joining he has earned both his Certified Financial Planner & Chartered Retirement Planning Counselor...

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Tom Anselmi

Legacy Advisor

(281) 880-9955

(281) 880-5288

Tom.Anselmi@lfg.com

Tom is Legacy Advisor with Lincoln Financial Advisors. He moved into being a Legacy Advisor January 2019.  He also works with small businesses and corporations to develop employee benefit programs...

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Michael Whitlark

Director of Operations

281-880-9955

281-880-5288

michael.whitlark@lfg.com

Mike joined Quest Agency in August of 2019, taking the position of Director of Operations. As the Director of Operations Mike is responsible implementing strategic initiatives as well as overseeing day to day operations...

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Theresa McCue

Client Relations Administrator

(281) 880-9955

(281) 880-5288

theresa.mccue@lfg.com

Theresa joined the team in September of 2014. She came with over 30 years of customer service from a variety of industries. As your Client Relations Manager, she is here to assist you with all of your client service needs. Theresa is...

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Kennedra Gordon

Client Relations Associate

281-880-9955

281-880-5288

kennedra.gordon@lfg.com

Kennedra joined Quest Agency in January of 2019. Originally from New Orleans, Kennedra and her family moved to Texas shortly after Hurricane Katrina. She has over 15 years of client service experience both inside and outside of the...

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