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Financial Empowerment for everyone^

Questis exists so that companies can provide a comprehensive solution to meet people at their paycheck no matter where they are on their financial journey.

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“

Our vision is to make financial well-being attainable by everyone.”

John Tabb

John Tabb

Our Leadership^

  • John Tabb

    Co-founder & CEO

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    John Tabb

    Co-founder & CEO

    “My Why is creating a path to help everyone achieve their financial goals. Most of the money messages people are getting are selling them something without any context. To offer good guidance, you have to get to know the whole person. People need access to personalized, holistic help that’s actually good for them. And what’s good for people is also good for employers, and good for the world. We bring together Fintech innovation and the support people need to make it work.”

    John leads the product vision here at Questis. A former financial advisor and Certified Financial Planner™ he’s been an advisor for a financial institution and his own independent firm, working with both households and institutions. After several years of retirement plan consulting, he and his business partner founded Questis to meet employees where they are to make a sustainable difference in their financial lives. John leads the product vision here at Questis. A former financial advisor and Certified Financial Planner™ he’s been an advisor for a financial institution and his own independent firm, working with both households and institutions. After several years of retirement plan consulting, he and his business partner founded Questis to meet employees where they are to make a sustainable difference in their financial lives.

  • Anthony Del Porto

    Chief Operating Officer

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    Anthony Del Porto

    Chief Operating Officer

    “One of the main problems we have as a society is the fact that personal finance isn’t taught in schools and it’s not really talked about at home. It’s unfair because people are set loose in a world of financial products and benefits, and it’s easy to get into trouble.

    So my ‘Why’ is reaching people through the workplace and meeting them where they are in a way that makes sense for everybody. When a person gets the help they need to transform their relationship with money, they’ll have that for the rest of their life.” Anthony believes everyone should have access to the simple, effective experience we’re building at Questis. An engineer by trade and an entrepreneur at heart, he’s focused on optimizing productivity, efficiency, and measurable progress from everyday operations through business goal focus and execution plan alignment.

  • Andy Kramer

    President

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    Andy Kramer

    President

    “What’s important to me is this opportunity to be creative and change the conversation around benefits. That’s my “Why.” We’re helping employers offer their people—who don’t have anybody to help them—a place to go. We’re meeting people where they are with the help they need. Financial services aren’t incentivized to help, because their business is driven by sales. We create change through the employee-employer relationship. What’s been missing from the conversation is empathy, so that’s how we show up for people and businesses.”

    Andy contributes nearly three decades of experience in the financial services industry, focused in business development. Andy has previously served in senior management positions both in the for profit and non-profit world, with experience as a broker/trader, portfolio manager, and owner entrepreneur. He serves on the board for Coalition for the Homeless, and holds a degree in History from Colgate University.

  • Mary Hannah Burwell

    Head of Marketing

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    Mary Hannah Burwell

    Head of Marketing

    “My ‘Why’ is all about empowerment. We’re working to create a more open culture where everyone in the workplace is in it together. That’s the revolutionary thing. It’s about eliminating the shame and secrecy people feel around money and helping them become more confident. We’re providing the tools and empathetic support people need to transform their finances and start feeling better, no matter where they start. Even if they’re struggling today, they’re making the right decisions and they see a brighter future ahead.”

    Mary Hannah (MH for short) brings the Questis mission to digital life through marketing and creative executions. She also coordinates Qulture Club, a group that fosters an inclusive and close-knit company culture at Questis. MH holds a degree in Psychology from University of Mississippi and serves as the Volunteer Marketing Director for Building Education, a for-purpose organization that seeks to end poverty through education.

Questis Team Building Event

Questis hosts an annual get together in Charleston, SC to bring together our remote workforce for some fun and relationship building.

Questis Qulture Club

The mission of Qulture Club is to empower positive self-esteem, build encouragement, cultivate friendships, and gain knowledge as we strive to create an inclusive and positive culture of Leaders, Achievers and Believers at Questis.

The Questis founding story^

Questis was founded in 2014 by wealth management professionals who saw the need for scaling financial care to those who were underserved. On a mission to change the way people think about money, empower them to take control of their financial situation, and implement sustainable behavior change, Questis strives to deliver financial well-being to all.

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Our advisory board^

  • Alex Griffin

    Director of Global Sales Development | Segment

  • Gregg Blatt

    Partner | SBI Growth

  • Dave Kozell

    C-Suite Advisor & Former Global CHRO

  • Jack Liles

    Business Development Leader | Loftware

“

Everything we do at Questis is driven by our mission: to give everyone the possibility of achieving financial freedom. We do this by focusing on the things that matter most: shifting money mindsets, tackling the hard things, and cultivating sustainable behavior change.”

John Tabb.

John Tabb.

Awards and in the press^

Yahoo!
Benzinga
Associated Press
MSN

Empower your organization^

Workforce financial empowerment transforms businesses into life-changing employers

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