Quest Financial Group, LLC is comprised of three primary dedicated people with more than 60 years of combined experience in financial services, as well as key relationships with outside professionals in the accounting, tax, and legal fields.
Gina Embry, CFP® – Founder and Owner
Certified Financial Planner™ professional & Wealth Advisor
Founder and owner of Quest Financial Group, LLC, started her investment career around age five on the family farm in Kentucky saving “found” change in a Hershey’s cocoa can buried in the back yard. Her investment return wasn’t very high back then of course!
After graduating Cum Laude from Western Kentucky University in 1985 with degrees in Management and Banking, she relocated to Nashville. She spent more than 11 years in the banking industry, ending as an Assistant Vice President and Trust Officer in December, 1995 with Bank of America. It was during her tenure at Bank of America (and it’s predecessors) that she became a Certified Financial Planner™ practitioner. From January, 1996, until September, 2000, she was a financial planner with Jackson & Associates in Nashville. In September, 2000 she left that position to launch her own financial planning practice, Quest Financial Group, LLC.
By providing independent and objective financial planning advice, and offering investment and insurance products and services from some of the financial industry’s leading companies, Gina has grown Quest Financial Group, LLC into a very successful and thriving business. In 2002, she was recognized and honored by the Nashville Business Journal as a finalist in their 15th Annual Small Business Awards in the category of “Emerging Woman-Owned Business”. She has been recognized by other industry organizations for outstanding achievement and exceptional client service as well.
Office manager and client services, is a proud Texas native. It only takes one look at her office to know one should “not mess with Texas”.
Donnette brings over 30 years of experience in financial and insurance services to QFG. While in Dallas, she worked for 11 years at Modern America, an insurance brokerage firm affiliated with CNA, where she provided administrative and sales support to insurance agents across the country. After moving to Nashville in 1997, she spent six years with SunTrust Bank as an insurance specialist in their Credit Life Operations department. Since joining Quest Financial Group, LLC in September 2003, she has been instrumental in running the day-to-day back office operations.
Please join me in welcoming the latest addition to our Quest Financial Group family, Michelle Schleich. Michelle joined us on October 5thas a Client Service Specialist. She will be working alongside Donnette with the responsibility of providing service, support, and administrative tasks to help us deliver an exceptional client experience.
Michelle brings 21 years of experience in the field, most recently working with Harwood Financial Group, LLC, an independent financial planning firm in Tampa, Florida and previously with Raymond James, among other financial services employers over the years. She is familiar with many of the softwares, applications, processes and companies that we utilize daily in managing client accounts, so she will be able to quickly become an effective member of our team here.
Michelle recently relocated from St. Petersburg, Florida and looks forward to becoming a part of the Murfreesboro community. In her free time, she enjoys volunteering, hiking, kayaking, and spending time with her girls. If you’d like to reach out to Michelle, please just email her at Michelle@questfinancialgrp.net
In loving memory of our dear friend and colleague, Lisa Jane Glass. December 3, 1959 – March 6, 2012
Lisa Glass was a wonderful friend and former employee who lost her battle with leukemia March 6, 2012.