Raleigh, NC, January 07, 2015 --(PR.com
)-- VisionQuest Wealth Management is a boutique wealth management firm that serves a wide range of individuals and institutions. Successful families and individuals rely on VisionQuest’s planning and wealth management proficiency in seeking to preserve, diversify, and grow their wealth; institutional investors seek out VisionQuest for its asset management expertise.
Nick Kolbenschlag, the former Director of Operations and Service has been promoted to Managing Director where he will manage a team, philosophy, and system around providing quality advice, service, and execution to every client while taking on additional responsibilities around growing top-line revenue, customer retention, customer satisfaction and customer profitability. “Nick has been an integral part of our firm’s success and we are pleased to promote him to this important position,” said Stephen C. Peters, Founder and CEO.
Nick joined VisionQuest in 2008 as an Operations Specialist and has been instrumental in all phases of operations and client service over the last seven years.
Additionally, Pilar Hernandez has been promoted to the Director of Operations. In this role, Pilar is responsible for overseeing the coordination and delivery of all advice to clients, all business and operational functions, and providing quality standards in accordance with the company's focus on operational efficiency and customer satisfaction. Additionally, Pilar is focused on internal business processes, return on capital employed (ROCE), customer retention, customer satisfaction and customer profitability. Prior to being promoted to the Director of Operations for VisionQuest, Pilar was a Staff Accountant for the firm where she brought more than 20 years of experience and a wide range of expertise to VisionQuest.
“Pilar has served VisionQuest admirably in important roles and we are pleased to provide her with new and expanded opportunities within the firm,” said President of VisionQuest Wealth Management, Steven M. Laska. “She will be instrumental in all phases of operations and client service. Our growth strategy is built around efficient operations and procedures that focus on delivering a unique and high quality client experience and Pilar has proven herself. We are pleased to offer her additional responsibility and opportunity.”
About VisionQuest Wealth Management: VisionQuest Wealth Management’s business model is that of a multi-family office. They stand apart from other firms in their ability to become intimately involved with their clients through a highly personalized service model. VisionQuest Wealth Management is committed to serving a limited number of individuals, families and businesses who have discovered that managing wealth has become increasingly complex. The firm will soon announce plans for the celebration of its upcoming 10th anniversary. For more information visit www.vqwealth.com