Principal | Senior Managing Director | Client Advisor
CurrentI am a Senior Managing Director and Client Advisor at Simon Quick Advisors. Simon Quick is a growing multi-family office wealth management firm and has been providing customized financial planning and investment consulting solutions for wealthy individuals and families since 2004. As a Certified Public Accountant and Certified Financial Planner® professional, I have a highly personalized approach to client relationships. My background includes more than 25 years of experience in public accounting, with special emphasis on tax and financial planning for the wealthy. My career has spanned the financial services industry, including disciplines such as investment management, financial planning, taxation, accounting, litigation support and corporate advisory services. This experience has given me the breadth of knowledge needed to lead a team of professionals that can provide the individuals and families we serve with world-class service.At Simon Quick, we develop, implement, and maintain strategies that support our clients’ life goals. We have the knowledge, resources, and network of professional relationships required to provide solutions for all types of financial challenges. In all matters, we serve as fiduciaries for our clients.
