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.
Kristin has served the banking industry as a Controller, CPA, and CFO for the last 30 years. A graduate of Georgia Tech and the Alabama School of Banking, she most recently spent 16 years with Aquesta Bank as Chief Financial Officer and 12 years as the Director of Human Resources.
During her time with Aquesta, she had significant impact, which aligns with Quest’s areas of focus. She served the company by increasing scalability via optimal earnings, cash management and finance strategies. As well as serving the company by exercising capital, liquidity, interest rate, asset/liability, and tax strategies to protect the company’s net worth, and served the company and shareholders by supporting their significant growth in net worth, culminating in the $131 million sale of Aquesta to United Community Bank.
Kristin enjoys water activities, traveling and spending time with her family, friends, and 4 dogs.
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 investment space. He works closely with privately held business owners with their tax planning strategies. Ron earned his BSBA from Central Michigan University and was a managing director with KPMG LLP prior to joining Quest.
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.
Carly has a background in M&A with a skill set that includes financial analysis, business valuation, and a keen attention to detail. As a financial analyst at Quest, Carly is an integral part of Quest’s client services, consulting, and production efforts. Carly graduated from Grand Valley State University with a BBA in Finance and Marketing. Outside of her role at Quest, she always enjoys trying new things and reading a good book.
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.
Kristin has served the banking industry as a Controller, CPA, and CFO for the last 30 years. A graduate of Georgia Tech and the Alabama School of Banking, she most recently spent 16 years with Aquesta Bank as Chief Financial Officer and 12 years as the Director of Human Resources.
During her time with Aquesta, she had significant impact, which aligns with Quest’s areas of focus. She served the company by increasing scalability via optimal earnings, cash management and finance strategies. As well as serving the company by exercising capital, liquidity, interest rate, asset/liability, and tax strategies to protect the company’s net worth, and served the company and shareholders by supporting their significant growth in net worth, culminating in the $131 million sale of Aquesta to United Community Bank.
Kristin enjoys water activities, traveling and spending time with her family, friends, and 4 dogs.
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 investment space. He works closely with privately held business owners with their tax planning strategies. Ron earned his BSBA from Central Michigan University and was a managing director with KPMG LLP prior to joining Quest.
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.
Carly has a background in M&A with a skill set that includes financial analysis, business valuation, and a keen attention to detail. As a financial analyst at Quest, Carly is an integral part of Quest’s client services, consulting, and production efforts. Carly graduated from Grand Valley State University with a BBA in Finance and Marketing. Outside of her role at Quest, she always enjoys trying new things and reading a good book.
A young financial professional with a background in financial consulting and personal tax preparation. His FINRA licenses along with state insurance paved the way for the start of his career, and his transition into financial analysis.
Jonathan earned his BSBA in Finance from the University of North Carolina at Charlotte. In his free time, he likes to work on cars or spend time with any of his 5 siblings.
Maya has a prior experience in client relation services and had recently worked as an accountant/bookkeeper for a private yacht that traveled throughout Europe and the Caribbean. She is a graduate of St. Thomas Aquinas College in New York, where she played Soccer all 4 years. In her free time, she enjoys spending time with her family and friends indulging in Boston sports. Maya is also passionate about non-profit and volunteer work.
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.
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.
Kristin has served the banking industry as a Controller, CPA, and CFO for the last 30 years. A graduate of Georgia Tech and the Alabama School of Banking, she most recently spent 16 years with Aquesta Bank as Chief Financial Officer and 12 years as the Director of Human Resources.
During her time with Aquesta, she had significant impact, which aligns with Quest’s areas of focus. She served the company by increasing scalability via optimal earnings, cash management and finance strategies. As well as serving the company by exercising capital, liquidity, interest rate, asset/liability, and tax strategies to protect the company’s net worth, and served the company and shareholders by supporting their significant growth in net worth, culminating in the $131 million sale of Aquesta to United Community Bank.
Kristin enjoys water activities, traveling and spending time with her family, friends, and 4 dogs.
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 investment space. He works closely with privately held business owners with their tax planning strategies. Ron earned his BSBA from Central Michigan University and was a managing director with KPMG LLP prior to joining Quest.
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.
Carly has a background in M&A with a skill set that includes financial analysis, business valuation, and a keen attention to detail. As a financial analyst at Quest, Carly is an integral part of Quest’s client services, consulting, and production efforts. Carly graduated from Grand Valley State University with a BBA in Finance and Marketing. Outside of her role at Quest, she always enjoys trying new things and reading a good book.
A young financial professional with a background in financial consulting and personal tax preparation. His FINRA licenses along with state insurance paved the way for the start of his career, and his transition into financial analysis.
Jonathan earned his BSBA in Finance from the University of North Carolina at Charlotte. In his free time, he likes to work on cars or spend time with any of his 5 siblings.
Maya has a prior experience in client relation services and had recently worked as an accountant/bookkeeper for a private yacht that traveled throughout Europe and the Caribbean. She is a graduate of St. Thomas Aquinas College in New York, where she played Soccer all 4 years. In her free time, she enjoys spending time with her family and friends indulging in Boston sports. Maya is also passionate about non-profit and volunteer work.
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.