The Quest Team

A shared passion for helping business owners achieve their business goals & life plans

LEADING BY EXAMPLE

We’ve been in your shoes. Our team owns, has owned, bought, and sold their own businesses.

As business planning professionals, we understand the unique challenge of striving to do everything in your power to grow your business, while also keeping an eye on the most important things in life – your family, personal life, hopes and dreams.

Our Team

From serving Fortune 50 to our lower middle market business leaders, our team of executives brings 200+ years of experience in business solutions and service to others.
Dale Gillmore
Partner, Director of Legacy
Ron Niekro
Partner, Director of Change
Partner, Director of Growth
Controller
Controller
Controller
Michael Johnson
M&A Investor Outreach
Financial Analyst
Senior Financial Analyst
Controller
Controller
M&A Investor Outreach
Controller
M&A Investor Outreach / Business Development
Jennifer Senos
Marketing
Controller
Portfolio Manager and Fractional Controller
Guiding business leaders on their Quest

Our Purpose

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Our Mission

To help business owners discover what they genuinely want out of their business and life—and to illuminate a clear path forward through the presentation of creative, smart solutions.

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Our Vision

To have all clients’ increase the likelihood of accomplishing their goals, along with increasing the value of their businesses and their personal net worth.

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Our Values

We work as a TEAM, focused on a common purpose. We CARE for our clients and LOVE our community, while being CATALYSTS for learning, growth and change. We CELEBRATE the wins with the humility of champions.

Giving Back

It’s part of who we are and what we do
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Learn more about Quest’s community outreach with the Make an Impact Foundation.