#USA #Dallas #Wealth Management #Simon Quick #High-Net-Worth

Simon Quick Advisors Marks Expansion into Texas

Dallas, Texas – May 19, 2025 – In a major step toward enhancing its service offerings, Simon Quick Advisors, a distinguished wealth management firm, has announced their expansion into Texas, particularly establishing a new office in Dallas. Known for their commitment to high-touch financial planning, the firm aims to better serve high-net-worth and ultra-high-net-worth individuals in the region, as well as executives and entrepreneurs.

Leading this Dallas team are three seasoned professionals who exemplify Simon Quick's dedication to personalized financial strategies. Shei Unger, CFP®, CEPA®, Nate Ohlinger, CFP®, AEP®, and Ryan Moffett, CIMA®, CFP® have all been appointed as Managing Directors and Client Advisors. They carry with them a wealth of experience and a shared philosophy of placing client needs at the forefront of their services.

Ryan Moffett expressed enthusiasm about joining the firm, noting, "We wanted to align ourselves with a company that not only values its people but also empowers collaboration. Simon Quick represents that ideal, ensuring we have the resources to meet complex client demands."

Specialized Exit Planning Services

An innovative aspect of the new office is the in-house expertise in exit planning, making it a unique offering for business owners looking to sell or transition their companies. Shei Unger, a Certified Exit Planning Advisor (CEPA®), brings valuable insights into this critical area of wealth management. Holding this certification allows him to support clients through one of their most significant financial transitions, ensuring they make informed and strategic decisions.

"As a CEPA®, my mission is to guide business owners through the intricacies of exiting their businesses with clarity and confidence," said Unger. "Integrating this capability within Simon Quick will significantly enhance our support for clients navigating liquidity events."

Understanding the Dallas Market

Simon Quick has been nurturing relationships with families and business leaders in Texas for years. The decision to establish a local presence in Dallas is rooted in their commitment to enhancing local engagement and fostering a foundation for sustainable growth. Managing Partner Tom Morr commented on the new team, saying, "These professionals have a strong reputation for prioritizing client success. Their deep understanding of the market ensures they can effectively represent our values in Texas."

Nate Ohlinger mirrored these sentiments by highlighting the harmony within the team, stating, "It's a privilege to work alongside such aligned individuals who share similar philosophies on client service. We are excited to create a lasting impact in the Texas community with a firm dedicated to family success over generations."

Additionally, with the recent addition of Christian Yoss, who will head client growth, the Dallas team now consists of four professionals, with plans for further expansion to meet the growing demands of the market.

About Simon Quick Advisors

Founded in 2004, Simon Quick Advisors operates as a multi-family office and SEC-registered investment advisor. The firm specializes in providing bespoke financial planning, investment management, and coordination of estate planning tailored to the unique needs of high-net-worth executives and families. As a privately held, employee-owned entity, Simon Quick Advisors is committed to a fiduciary-first approach, ensuring that their clients' best interests remain at the heart of every decision.

For anyone interested in exploring wealth management services or scheduling a consultation with an advisor in Dallas, further information can be found on their website. Their dedication to personalized and strategic financial guidance makes them a strong option for those looking to manage and grow their wealth effectively.

Media Contact
Darcy O'Brien
Chief Marketing Officer
Simon Quick Advisors
Email
973-525-1035

_Important Disclaimer: Past performance does not guarantee future results. Different types of investments carry various risks, and there's no assurance that any specific investment or strategy will be profitable. All information is intended for general educational purposes and should not form the basis of financial decisions without independent research and professional advice._