E. W. “Woody” Young, CFP®, is the co-founder and President of Quest Capital Management, Inc. Woody is a nationally recognized professional in comprehensive financial planning for professionals, business owners, corporate executives, and high income/high net worth individuals with over twenty years of planning experience.
Worth magazine has named Woody one of America’s “Best Financial Advisers” four years running, and Medical Economics magazine has named him to their list of “150 Best Financial Advisers for Doctors.”
In 2003, the Dallas/Fort Worth Financial Planning Association presented Woody with an “Honors Award” for a lifetime of dedication to Financial Planning. He is featured in the book, Wealth Management Teams: The Smart Investor’s Guide to Evaluating and Selecting a Competent Team of Financial Professionals.
Woody received his Bachelor of Arts in Political Science from the University of Oklahoma, and studied business management at Oklahoma City University’s Graduate School of Business. As a Marine Corps Officer, he served in the Vietnam War as an artillery battery commander. He subsequently became one of the youngest Majors in the United States Marine Corps Active Reserves.
In 1980, he established E. W. Young & Associates, a firm specializing in business planning, and in 1981, he accepted a position as Vice President and subsequently President of a $6 million manufacturing company. Woody brings to Quest clients his winning motivation, his commitment to excellence, and a successful business background.
Terry Pender, CFP®, CPA
Executive Vice-President, Quest
Terry Pender is Executive Vice President of Quest Capital Management, Inc. and serves clients by providing retirement planning, estate planning, investments, and risk management advisory services. Terry’s experience as a Chief Financial Officer and executive in major corporations uniquely prepares him for the complexities of working with investors who range from corporate executives and business owners to professionals.
Terry earned his Bachelor of Business Administration in Accounting from University of Texas at Arlington and attended graduate courses in business management at the University of Texas Dallas. He is a Certified Public Accountant and member of the American Institute of Certified Public Accountants, and he serves on the Relations of the Professionals Committee of the Dallas Chapter of the Texas State Society of Certified Public Accountants.
Terry is a current member and has served on the Board of Directors of the Dallas/Fort Worth Chapter of the Financial Planning Association. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Investment Advisor Agent with Quest and a Registered Representative and principal with Raymond James Financial Services.