Simon Quick Advisors Enhances Commitment to High-Net-Worth Community
Simon Quick Advisors has recently announced its expansion into Texas, seeking to deepen its commitment to serving business owners, executives, and families within the high-net-worth community. The firm is recognized nationally for its wealth management and multi-family office services, and this strategic move aims to better enable personalized planning and specialized investment guidance.
Meet the New Dallas Team
At the helm of the new Dallas team are three highly accomplished professionals: Shei Unger, CFP, CEPA; Nate Ohlinger, CFP, AEP; and Ryan Moffett, CIMA, CFP. Each of these leaders brings exceptional expertise in client service, making them ideal additions to Simon Quick's mission of delivering long-term financial advice focused on planning-first strategies.
This expansion emphasizes the firm’s strategy to establish a stronger presence in key markets and enhance offerings for high-net-worth families and entrepreneurs. The newly formed team reflects a cohesive philosophy regarding client engagement, aiming to foster meaningful relationships that prioritize client needs and aspirations.
Deepening Expertise with In-House Exit Planning
A particularly noteworthy development includes the in-house expertise in exit planning, a critical aspect for many business owners. As the new Certified Exit Planning Advisor, Shei Unger offers valuable guidance for clients considering business transitions. His specialized knowledge aims to streamline the challenges of exiting a business, providing clients with a clearer path toward achieving their goals.
"I am deeply committed to assisting business owners in navigating one of the most pivotal transitions in their lives," noted Shei Unger. By having this expertise within Simon Quick, clients gain access to comprehensive support, especially during important liquidity events or ownership changes.
The Rationale Behind Expanding into Dallas
Simon Quick Advisors has a longstanding history of supporting families and businesses in Texas. The decision to open a Dallas office represents a natural extension of their services. Local engagement will strengthen community ties and boost the foundation necessary for ongoing growth and service improvement.
Tom Morr, Managing Partner at Simon Quick, expressed enthusiasm about the new team, highlighting their strong alignment with the firm's values. "Their character, vision, and localized knowledge position them as excellent representatives of our brand in Texas," he stated, emphasizing the importance of this talent in achieving the firm's objectives.
Returning to Nate Ohlinger’s viewpoint, he remarked, "It’s unique to find a group so closely aligned in culture and client philosophy. We are thrilled at the opportunity to cultivate something enduring within Texas, partnering with a firm that truly appreciates multigenerational family service."
Looking Ahead for Simon Quick Advisors
With the recent addition of Christian Yoss, Head of Client Growth, the Dallas team has expanded to four dedicated professionals, with further recruitment on the horizon. This growth signifies the firm's proactive approach to enhancing its service offerings for clients across Texas.
About Simon Quick Advisors
Simon Quick Advisors operates as a multi-family office and SEC-registered investment advisor, specializing in wealth management for high-net-worth executives, business owners, and multi-generational families. Incepted in 2004, the firm exemplifies a fiduciary-first commitment. Its comprehensive suite of services includes financial planning, investment management, estate planning coordination, and tailored advisory solutions like tax strategy and family office support.
For interested parties looking to learn more or to schedule a consultation with an advisor in Dallas, we invite you to reach out via email for personalized assistance.
Frequently Asked Questions
What does Simon Quick Advisors offer to clients?
Simon Quick Advisors provides a range of services including financial planning, investment management, and estate planning, tailored for high-net-worth individuals and families.
Why has Simon Quick Advisors expanded into Texas?
The expansion into Texas allows Simon Quick to enhance local engagement and provide better service to high-net-worth individuals and business owners in the region.
Who are the key leaders in the new Dallas team?
The Dallas team is led by Shei Unger, Nate Ohlinger, and Ryan Moffett, all recognized experts in their fields and committed to client service excellence.
What is exit planning, and why is it important?
Exit planning is a strategic approach to preparing a business for transition or sale. It is crucial for business owners to maximize value and simplify the process during major transitions.
How can clients get in touch with Simon Quick Advisors?
Clients can contact Simon Quick Advisors through email to inquire about consultations or to gain more information about their services.
