Experience Makes all the difference

Our team adds significant value to our clients' lives by providing a holistic wealth management experience. We define this as:

  • Planning – providing a formal, written financial plan that takes in to account the unique hopes and concerns of each client.
  • Management – providing asset, liability and risk management products and services to help our client pursue the goals laid out in their plan.
  • Service – providing world-class, proactive, ongoing service to make sure that our planning and management constantly reflect our clients' unique circumstances.

Test D'Aiutolo

Financial Advisor
937-428-1338
alexandr.ridlovski1@ubs.com


Tullia D. Schreier

Client Service Associate
937-428-1345
tullia.schreier@ubs.com

Tullia Schreier enjoys providing world-class operational and administrative service to the clients of the Christie & Van Simaeys Wealth Management Group.

Tullia began her career with AXA Advisors in 1989 as a District Manager's Administrative Assistant in Irvine, California.  In 1996, Tullia moved to Dayton, Ohio and was rehired by AXA in 1997 as an Administrative Assistant for an independent financial advisor.  In December 2013, Tullia joined UBS as a Client Service Associate.

Tullia lives in Brookville, Ohio with her husband Steve.  She enjoys spending time with her two children and three grandchildren, taking long walks, gardening, cooking and entertaining friends at home.  Whenever possible, she and Steve like to travel, go to concerts, operas, musicals, and museums.