Andrew Ferguson Sr. is a CFP® and ChFC® with 43 years of industry experience. He is currently with Simon Quick Advisors, LLC and has held prior roles at Proquility Private Wealth Partners, Bank of America, and Merrill. He serves on the board of the Boys and Girls Clubs of Southern Nevada Foundation, assisting with their investment policy and oversight of their asset manager. Simon Quick Advisors, LLC serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a multi-manager approach using proprietary quantitative analysis and due diligence, and it sponsors affiliated funds including private equity and pooled investment vehicles.

Patricia Yeager is a CFP® with 20 years of industry experience. She is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm uses a diversified investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.