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Andrew F
CFP®, ChFC®, Series 63, Series 65
Las Vegas, NV
Simon Quick Advisors, LLC
Andrew Ferguson Sr. is a Certified Financial Planner® and Chartered Financial Consultant® with 43 years of industry experience. He is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. He serves as a board member for the Boys and Girls Clubs of Southern Nevada Foundation, assisting with the investment policy and oversight of the organization's asset manager. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax services, and administrative support. The firm employs a diverse investment approach, including use of proprietary quantitative analysis and active monitoring, and offers distinctive services such as fund sponsorship and sub-advisory arrangements.
Patricia Y
CFP®, Series 63, Series 66
Las Vegas, NV
Simon Quick Advisors, LLC
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.
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