Christian Yoss, CFP®

Christian Yoss is the Managing Director and Head of Client Growth at Simon Quick Advisors. In this role, he works to enhance the end-to-end client journey to increase satisfaction, loyalty, and advocacy. He integrates client feedback into product and service improvements, mentors advisors to drive consultative, client-centric approaches, and monitors market trends, client expectations, and competitor activities to anticipate shifts. MR. Yoss also recommends innovation and enhancements to differentiate the client experience. He develops referral and COI programs—leveraging satisfied clients and Centers of Influence as key drivers of organic growth—and fosters a client-first culture across teams, encouraging behaviors that prioritize listening, planning, and proactive service.

Mr. Yoss began his career on Wall Street at Quick & Reilly, Inc., the pioneering discount brokerage firm. He spent 12 years at Quick & Reilly before its sale to Bank of America, after which he joined Fidelity Investments. He possesses deep industry expertise, having held leadership roles at firms including Goldman Sachs, JPMorgan Private Bank, Fidelity Investments, and TIAA. With nearly four decades in professional wealth management, his experience allows him to conduct due diligence assessments with potential clients, ensuring they find the best fit for their multigenerational wealth management needs. His goal is to help families make informed decisions about the optimal steward and custodian for their wealth.

In addition to his leadership role, Mr. Yoss teaches Financial Planning at Southern Methodist University (SMU) in Dallas. He is passionate about educating the next generation of advisors, and helping them understand their evolving value proposition in serving clients.

Mr. Yoss holds a bachelor’s degree in finance from The University of Denver and an MBA from The University of Texas at Dallas. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds additional designations, including; Chartered Mutual Fund Consultant (CMFC), Certified Employee Benefits Specialist (CEBS), and Certified Elder Planning Specialist (CEPS)

Throughout his career, he has held seven FINRA registrations and multiple insurance licenses.

Mr. Yoss resides in Dallas, TX with his wife of nearly 40 years, Jerri. They have two children: Alex, a therapist and activities director for a senior community in San Francisco, and Will, who works for the Department of Defense in Washington, D.C.