Broker Check
 

Quartz Professionals

Quartz Financial has over 50 years of combined investment and financial planning experience. With an extensive background working for large financial institutions, our Founders have successfully transferred that knowledge into a private financial services firm that puts their clients first (click here for more about our Client Commitment).

Shane Moore, a CERTIFIED FINANCIAL PLANNER professional is a Managing Partner and Co-Founder of Quartz Financial, a comprehensive wealth management firm specializing in the unique issues faced by sudden wealth recipients. As a national...

Read more

David J. Rust

ChFC®, AAMS®, CRPS® Managing Partner

(512) 243-6289

As Co-Founder and Managing Partner, David Rust is energized by the mission of Quartz Financial. As a comprehensive wealth management firm specializing in sudden wealth, we guide families through some of the most important decisions...

Read more

Lori Dumas

Private Client Services Associate

(512) 243-5977

Lori began her career in the financial field in 1997 with Merrill Lynch. She has been working with both David and Shane since 2003 and is a cornerstone employee of Quartz Financial. After a short hiatus in 2012 to assist her family...

Read more

Carol, a financial services industry veteran since 1989, began her career as a community banking loan review analyst. This experience led her to the Office of the Comptroller of the Currency as a Bank Examiner where she was responsible...

Read more

Cyndee has been a financial and administrative professional for 27 years. With a background in real estate loan administration, wealth management accounting, and non-profit management, her specific expertise and knowledge is critical...

Read more