Quest Financial Group, LLC

Description

As an Administrative Office Assistant, Lana’s role will be to provide administrative support with maintaining client accounts, updating financial records, plans and databases, providing proactive client service, as well as planning and scheduling client meetings and events. Lana comes to us following a 24 year career as an Administrative Assistant and Quality Control Technician with Nissan, and 5 years in various administrative roles with other local businesses. Her work record is a testament to her strong communications, compliance, technology and organizational skills.

Quest Financial Group, LLC is comprised of three primary dedicated people with more than 50 years of combined experience in financial services, as well as key relationships with outside professionals in the accounting, tax, and legal fields.

As an independent firm, we are not forced to sell proprietary products or meet sales quotas. We will never try to persuade you to buy a product or service you don’t need or understand. Instead, our dedicated staff with over 50 years of combined experience utilizes a five-step financial planning process to gain a better understanding of your current financial situation and vision for the future. As your personal financial coach, we use that information to educate, motivate, and guide you through every step of the investment process.

For over 15 years, we have been contributing a portion of our profits to local and national charities. In 2005 we became ongoing partner sponsors with the St. Jude Children’s Research Hospital in Memphis, TN and the Humane Society of the U.S. (HSUS).

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