We’re thrilled to expand our presence into Texas, a move that reflects both our enthusiasm for the region and our dedication to fostering lasting client relationships.
We’re proud to welcome three seasoned professionals to the firm: Shei Unger, CFP®, CEPA®, Nate Ohlinger, CFP®, AEP®, and Ryan Moffett, CFP®, CIMA®. Each of them joins us as a Managing Director, Client Advisor, and brings deep experience, strong client relationships, and a shared belief in the value of planning-first financial guidance.
Why Dallas? Why Now?
We’ve had the privilege of working with clients in Texas and the surrounding region for years. Strengthening our presence in the area is a natural evolution of that commitment—enabling us to better support the families, entrepreneurs, and executives we serve. This is a long-term investment in a community we care deeply about.
Our new Dallas team is the perfect group to lead growth in Texas. Their collective experience and understanding of the market, combined with a genuine passion for client relationships, makes them a standout fit for Simon Quick.
Who We Are
If you’re just getting to know us, Simon Quick is a nationally recognized wealth management and multi-family office firm. We provide highly personalized financial planning and investment advisory services to business owners, executives, and multi-generational families.
Our roots in family office services run deep, in fact, our firm was built upon them. In 2004, Leslie C. Quick III was frustrated with financial firms that prioritized sales over service, so he established a multi-family office to provide fiduciary management for his family and others. Similarly, J. Peter Simon, along with his brother and father, former Treasury Secretary William E. Simon, established a family office to preserve and grow their family’s legacy. In 2017, those two firms came together to form Simon Quick Advisors.
This origin story continues to shape how we work today: with long-term thinking, a personal connection to our clients, and a deep sense of responsibility to every family we serve.
Why This Team Chose Simon Quick
Ryan, Shei, and Nate were looking for a partner that aligned with their values and offered the right mix of autonomy and support. They found that in Simon Quick.
“Joining Simon Quick was a natural fit for us,” said Ryan Moffett, CFP®, CIMA®. “We wanted a firm that values people, encourages collaboration, and has the infrastructure to support complex client needs. Simon Quick checks all those boxes—and more.”
“As a CEPA®, I’m passionate about helping business owners evaluate the strategic options of their companies,” added Shei Unger. “Joining Simon Quick allows me to bring my exit planning specialization to a firm that delivers sophisticated advice, next level service, and deep planning expertise. It’s a powerful combination that enhances the value I can offer clients as they make some of the most important financial decisions of their lives.”
“It’s rare to find a team so aligned in culture and client philosophy,” said Nate Ohlinger. “We’re excited to build something lasting in the Texas region with a firm that truly understands what it means to serve families for generations.”
What Makes This Team a Standout Fit for Simon Quick
Our leadership team saw something special in Ryan, Shei, and Nate—not just in their track records, but in how they show up for their clients.
“This is a talented team of professionals with a strong track record of serving clients the right way,” said Tom Morr, Managing Partner at Simon Quick. “Their vision, character, and regional expertise make them ideal ambassadors of our brand.”
Looking Ahead
With the addition of Christian Yoss, Head of Client Growth, earlier this year, Simon Quick’s Dallas team has grown to four professionals—with plans to continue expanding in the near future.
We’re incredibly optimistic about what’s to come. At Simon Quick, we believe in growing with intention. That means hiring great people, staying true to our values, and building relationships that stand the test of time.
Let’s Talk
Curious about how we can support your financial goals? Our Dallas team is ready to connect.
