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) 880-5288
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...
Nathan J. Harrison, CFP, CRPC
Financial Planner
(281) 880-5288
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...
Tom Anselmi
Legacy Advisor
(281) 880-5288
Tom is a former Legacy Advisor and remains connected to the firm in a support capacity. He moved into being a Legacy Advisor January 2019. He also works with small businesses and corporations to develop employee benefit programs...
Michael Whitlark
Director of Operations
281-880-5288
Mike joined Quest Agency in August of 2019, taking the position of Director of Operations. As the Director of Operations Mike is responsible for implementing strategic initiatives as well as overseeing day to day operations...
Sandra Guardado
Senior Client Service Associate
281-880-5288
Sandra Guardado joined Quest Agency in 2022, she brings over 7 years of experience combined working in the financial industry. She began her career in financial services in 2012 in Paramus, New Jersey.
Marisol Roldan
Office Manager
281-880-5288
Marisol joined Quest Agency in 2022. Marisol possesses 10+ years supporting C-level management as an experienced Administrative Assistant for Quest Agency.