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

Founder

Quest’s founder brings more than 20 years of M & A and family office experience working closely with privately held business owners on clarifying and executing their personal and business goals. Dale holds a Master of Science in Taxation from Walsh College and a BSBA from Central Michigan. He specializes in estate and income tax strategies, succession plans, liquidity events, exit planning, and family estates, and asset protection solutions.

A recognized philanthropist, Dale founded the Make an Impact Foundation in 2010.

Dave Swartzendruber

Investor Development

An operating executive with over 20 years of organizational and managerial leadership experience, Dave owned and sold two successful businesses prior to joining Quest, one was recognized as a inc 5000 fastest growing privately held company in the U.S.. He specializes in private equity, investment banking, and family office sectors producing new capital funding opportunities of over $150M+.

Dave attended Ferris State University. He is also an avid pilot, a skill he uses as a project ambassador for the Make an Impact Foundation’s Drones-2-Jets aviation program.

Ed Marxen

Business Development

Ed is a retired banker with 45 years of experience with Wachovia Bank and Yadkin Bank. He serves in a wide range of capacities from Credit Analyst to Branch Manager, Commercial Banker, and Regional President. During his banking career he opened a de nova office and merged a savings & loan into Wachovia Bank.

Ed graduated from The Citadel and served as his class agent for 10 years, raising a now $1M scholarship. He served on active duty in the US Army and US Army Reserves for 28 years, retiring as a Colonel.

Morgan Lyda

Project Leader

As a Project Leader, Morgan conducts due diligence assessments on pending M & A transactions, prepares various financial reports, competitive analysis and marketing evaluations, including purchase price allocations, and pre due diligence projects. She also has commercial real estate and appraisal experience.

Morgan holds a Bachelor’s Degree in Business Administration and Management. She is active in nonprofit and community service projects.

Ron Niekro

Client Service Leader

Ron is a business consultant bringing more than 20 years of experience. His extensive skill set includes providing professional tax guidance to large corporate and partnership clients, primarily in the manufacturing, retail, and alternative investing space. He works closely with privately held business owner with their tax planning strategies. Ron earned his BSBA from Central Michigan University and was a managing director with KPMG LLC prior to joining Quest.

Rhonda Hollingsworth

Executive Support

Bringing more than 20 years in account management to her position, Rhonda Hollingsworth is adept at working effectively in both independent and collaborative settings, consistently meeting strict deadlines and project specifications. Her enthusiastic and goal-oriented approach allows her to drive projects and lead cross-functional teams to successfully meet key deliverables. Born and raised in Pittsburgh, PA, Rhonda completed her degree at the University of Pittsburgh at Bradford prior to moving to Charlotte.

Michael Johnson

Investor Outreach

Bringing more than 25 years of leadership to Quest, Michael Johnson brings a wealth of sales and operational experience to the team. Michael leveraged his interpersonal skills to propel his career in consulting and recruiting management forward in multiple industries. Michael holds a master’s degree in education from The University of Bridgeport and earned his bachelor’s degree in political science from Delaware State University. In his spare time, he is a devoted family man who is passionate about supporting youth development through soccer.

Guiding business leaders on their Quest

Our Purpose

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.

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.

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

Learn more about Quest’s community outreach with the Make an Impact Foundation.