The bQuest story
See how you can support your clients – and their families — when they need you most
See how leading advisors are already transforming client relationships
Top firms are sending us stories like this every week:
During your quarterly review…
Martha confides that her mother forgot to turn off the stove again last night. She’s visiting her three times a week now, but can’t keep it up with her job.
Without bQuest…
You spend hours researching options, making calls, and hoping whoever you recommend won’t disappoint Martha.
With bQuest…
You open your laptop, click a few buttons, and say, “Martha, I’ve connected you with a memory care specialist you can meet this week. They’ll create a plan for your mom — and you.”
Result
Martha gets the guidance she needs the next day. She tells her brother, “My advisor didn’t stop at financial planning. They helped save Mom’s independence — and my sanity.”
Become your clients’ lifeline for aging care support
See how leading advisors are already transforming client relationships
How we got here
Drawing on years of combined expertise in operations, public health, and community development, Lauren Clough and Kelly Baird founded bQuest in Denver, Colorado, with a clear and personal purpose.
Both had lived the experience of caring for aging family members without a clear guide — Lauren through more than two generations of Alzheimer’s disease in her family, and Kelly as an adult daughter, caregiver, and crisis navigator for her parents and her 99-year-old grandmother.
They recognized what so many families discover too late: that when aging and care crises arrive, trusted advisors are left without the tools to help.
Founded in 2022 and launched nationally to the wealth management industry in 2025, bQuest connects financial advisors and their clients to a vetted network of aging care, end-of-life, and after-loss specialists. In November 2025, First Rate Ventures led a seed investment in the company, accelerating the development of bQuest's AI-powered care guidance and expanding its reach to more advisory firms and the families they serve.
Meet the founders
-
Lauren Clough
Co-founder; Chief Executive Officer
-
Kelly Baird
Co-founder; Chief Operating Officer
Meet our team
-
Christiana Whitcraft
Director of Sales
-
Elise Raher
Director of Customer Success
-
Christine Whaling
Director of Client Services
-
Abby Maul
Director of Provider Sales & Growth
-
Allison Foulk
Director of Content
-
Brooks Morrison
Product Manager
-
Madison Norris
Executive Assistant
Meet our advisors
-
Tiffany Charles
Financial Services
-
Ann Sobil
Sales & Marketing
-
Tim Welsh, CFP®
Financial Services
