Jane McGinnis, CFP®
Over the last twenty-five years Jane has amassed a wealth of knowledge in banking, insurance and investment planning to help her clients make sound financial decisions. Jane specializes in assisting senior level corporate executives, doctors, lawyers, and entrepreneurs who rely on her to develop a customized plan to assist in preserving, managing and growing their wealth. She stays abreast of trends and important changes in the financial world that impact her clients by attending conferences and meeting with money managers.
Jane is an honors graduate from Richland College and earned her CERTIFIED FINANCIAL PLANNER™ certification in 1984. She joined Quest Capital Management, Inc. in 1997.
Jane currently serves on the Dallas/Fort Worth Financial Planning Association Board as the Director of Corporate Sponsors. Active in the arts, Jane has served on the Dallas Opera Guild Board and the Irving Lyric Stage League. Her boundless energy and outgoing personality have been key to her development of several referral and networking groups, providing additional resources for the benefit of her clients.
Jane McGinnis is a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services, holding Series 7, 63 and 65 Licenses. Jane is also licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance.
Associate Planner
Lori is the point of contact for portfolio performance issues, risk management, tax issues, retirement benefits, and asset allocation, specific investment questions and/or recommendations, trade requests and any financial plan updates.
Lori is a graduate of California State University at Sacramento, with a Bachelor of Arts in English. She is a Registered ParaPlanner professional and a Registered Representative with Raymond James Financial Services, holding Series 7 and 66 Licenses. Additionally, Lori is currently preparing to take the CERTIFIED FINANCIAL PLANNER™ exam.
Strategic Assistant
Tammy is the first point of contact for all client servicing. She handles all the appointment scheduling for the McGinnis team, client account changes, deposits to Raymond James accounts, withdrawals or disbursements from Raymond James accounts, and other administrative tasks.