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.
Gina Embry – Founder and Owner
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.
Check the background of investment professionals on FINRA’S BrokerCheck.
Donnette Davis – Office Manager and Client Services
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 25 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.
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. She also has a desire to help people and looks forward to a role in which she can make a difference in someone’s life.
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.