Simon Quick's Dallas expansion enhances its ability to serve business owners, executives, and families with personalized planning and investment advice, and now, specialized exit planning guidance.MORRISTOWN, N.J., May 19, 2025 /PRNewswire/ -- Simon Quick Advisors, a nationally recognized wealth management and multi-family office firm, is pleased to announce the expansion of its footprint into Texas. Leading the Dallas team are three accomplished professionals: Shei Unger, CFP®, CEPA®; Nate Ohlinger, CFP®, AEP®; and Ryan Moffett, CIMA®, CFP®, who each join as Managing Director, Client Advisor. Together, they bring a track record of excellence in client service and a shared belief in long-term, planning-first financial advice.This move reflects the firm's ongoing commitment to deepening its presence in key markets and enhancing the services it provides to high-net-worth and ultra-high-net-worth families, entrepreneurs, and executives."Joining Simon Quick was a natural fit for us," said Ryan Moffett. "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."Exit Planning, Now In-HouseAmong the team's standout strengths is deep expertise in exit planning—a critical area for business owners preparing to sell or transition their companies. With the addition of Shei Unger, a Certified Exit Planning Advisor (CEPA®) to the team, Simon Quick clients now gain access to a trusted resource who can help them navigate the complexities of exiting a business with greater clarity, strategy, and confidence."As a CEPA®, I'm passionate about helping business owners make well-informed decisions during one of the most important transitions of their lives," said Shei Unger

Finally, Simon Quick Advisors LLC acquired a new stake in Lindblad Expeditions in the 4th quarter valued at about $126,000.

Finally, Simon Quick Advisors LLC purchased a new stake in Moderna in the second quarter valued at $216,000.