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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...

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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...

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Lori Dumas

Sr. 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...

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Tanner Banister

Private Client Services Associate

512-243-5977

512-243-6507

Tanner Banister is proud to be the newest member of the Quartz Financial team. His experience to date is diverse, and always with an emphasis on maintaining the highest of standards. Whether he was acting in the capacity of...

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Carol Y. Moore

Private Client Services Associate

(512) 243-6045

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...

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Cyndee M. Rust

Private Client Services Associate

(512) 243-5977

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...

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