Ryan Moffett is a CFP® professional with over two decades of industry experience, including 21 years at The Northern Trust Company and currently with Simon Quick Advisors, LLC. He is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, along with integrated tax and back-office services.

Shei Unger is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC. Her prior experience includes roles at Northern Trust Securities, Northern Trust Bank, BNY Mellon, Merrill, and Banc of America Investment Services. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm employs a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate client assets across various investment vehicles, and it offers distinctive services such as fund sponsorship, tax return preparation, and administrative support.