Thea joined the firm in February 2019. She serves as the Executive Assistant to Peter Simon and Leslie Quick. Thea has over twenty years of experience in the insurance and financial planning fields where she served in various Office Manager and Executive Assistant roles.
Thea attended York College and obtained her Bachelor’s degree in Business Management with a minor in Marketing.
She is originally from Lincoln Park, NJ and recently relocated back to Pompton Plains, New Jersey from the sunny state of Florida after being there for five years. Her family is located in Florida and she enjoys going down to visit when she can.
Some of her hobbies include hiking, reading, running and exploring new places. During the summer, she heads up to Maine where she enjoys skiing, catching fresh lobsters with her family and soaking in nature.
Thea is very family oriented and enjoys spending time with her nieces and nephews and cheering them on at their sports games.
Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration. Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level(s), be suitable for your portfolio or individual situation, or prove successful.