David F. Prevo
Dave Prevo enjoys constructing and managing customized portfolios that help clients and their extended families achieve their financial goals.
Dave began his wealth management career in 1982 at EF Hutton which was acquired by Lehman Brothers and later, Smith Barney. He joined UBS in 2006.
Dave earned a Bachelor's degree from University of Dayton, and also holds the Portfolio Manager designation from UBS. Earning this designation requires an advanced investment management skill set and allows him to manage portfolios on a discretionary basis for clients who empower him to do so.
A longtime resident of Centerville, Ohio Dave has been active in his community. He has previously served on the University of Dayton Alumni Committee, on the Leukemia and Lymphoma Society fundraising committee, and as a coach for the "Wee Elks" football program. He is a supporter of the Ronald McDonald House, Dayton Food Bank, and Alzheimer's Association. Dave enjoys golf, downhill skiing, and watching Notre Dame football. He and his wife Linda live in Centerville, Ohio and have two adult children.
AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MD, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WV
What excites Dan Christie the most about his profession is the opportunity to build and maintain long-term relationships with clients; to understand their hopes and fears, and to help them achieve their financial goals.
Dan started his career in the financial services industry as a financial advisor with Merrill Lynch in 1991. Years later, he moved to Key Investments, whose name changed to McDonald Investments which was later acquired by UBS in 2007.
Dan attended the University of Dayton on a Basketball scholarship and he received the Scholar Athlete award for two consecutive years. He earned a bachelor's degree in engineering as well as a master of business administration.
Being passionate about basketball, Dan spent many years coaching and developing young players in the Dayton area. He and his wife Margie live in Miamisburg, Ohio and have three daughters and one son.
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, MD, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV
James Hyland, CRPC®, CRPS®
Jim Hyland takes pride in truly understanding his clients, and then designing customized solutions to help them pursue their goals.
Jim has guided clients through good and bad markets since 1988 and prior to joining UBS in 2007, he was a Vice President with Smith Barney.
A proud Buckeye, he received a Bachelor of Arts degree from the Ohio State University majoring in Business Management and Communications. He has also earned the Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist both through the College for Financial Planning.
Jim has enjoyed being an active part of the Centerville, Ohio community where he was born and raised and has served as a youth sports coach and past President of the local chapter of the American Heart Association. He also enjoys travel, golf and skiing with his wife Sheila and their two adult children.
AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
Timothy Van Simaeys, AAMS®
Tim Van Simaeys is passionate about helping people get all they want out of life.
Tim began his career in financial services as a senior in high school in 1987. Since that time, he has worked for several prominent firms and joined UBS in 2004. For much of his time at UBS, Tim provided leadership both as a Financial Advisor for his clients and as a Branch Manager for the firm. In 2018 Tim relinquished his branch management responsibilities to focus exclusively on serving the needs of his clients.
In addition to his work experience, Tim earned a Bachelor of Science in Organizational Management from Spring Arbor University, earned the Accredited Asset Management Specialist designation from the College for Financial Planning, and successfully completed the UBS Wealth Management Executive Education Program.
Tim is proud to support U.S. military veterans by serving as a mentor for American Corporate Partners. ACP aims to ease the transition from the military to the civilian workforce. Previously he has served on the associate Board of Directors for the Dayton Art Institute, the Dayton Council on World Affairs, and the Zanesfield Rod & Gun Club; one of the oldest and finest private fly fishing clubs in the United States. Tim enjoys boating on the great lakes and is passionate about fly fishing, pheasant hunting, fine wine and cooking and loves sharing these passions with his clients and friends. Tim and his wife Karen live in Waynesville, Ohio and have two adult children.
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
Cheryl A. Henderson
Wealth Strategy Associate
Cheryl Henderson is dedicated to educating clients on all aspects of wealth management so that they are better able to make informed financial decisions.
She earned a Bachelor of Science in Finance from St. Ambrose University and began her career in financial services in 2000. Prior to joining UBS in 2006, Cheryl worked at Smith Barney.
Cheryl is very active in her community. She is a board member for Miami Valley Youth Soccer Association and spent 16 years coaching youth soccer. She also volunteers for Springboro City Schools and helps raise funds for Juvenile Diabetes and the Leukemia and Lymphoma Society. She lives in Springboro, Ohio with her husband Scott and their two daughters.
FL, MI, OH, TX
Client Service Associate
Cassandra Nelson delivers positive service experiences by providing personal and professional attention to the team's clients. She also provides execution of many of the team's trading functions.
She began her financial services career in 1989 working for Dean Witter Reynolds. In 1994 she joined McDonald Investments who was later acquired by UBS.
Cassandra and her son live in Dayton, Ohio. When she is out of the office, she enjoys gardening, volunteering at her place of worship, and spending time with family and friends.
CA, MI, OH
Tullia D. Schreier
Client Service Associate
Tullia Schreier enjoys providing world-class operational and administrative service to her teammates and clients.
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.
Client Service Associate
Brandee King believes that communication is the key to an excellent client experience and she truly enjoys building strong relationships with the group's clients.
Brandee started her career in financial services in 2000 and joined UBS in 2003. She is responsible for client service, marketing and scheduling for the group
In her spare time, she likes being with friends and family, taking vacations with her children, watching movies and outdoor activities that include her dog.