David Vaughan Investments Announces New Relationship Manager and Appointment of Officers
PEORIA, Ill. (PRWEB) June 21, 2018 -- David Vaughan Investments, LLC (DVI) is pleased to announce several personnel updates, including the addition of a new Relationship Manager as well as the promotion of two Associates to Officer status.
New Relationship Manager
Michael Flaherty, CFP®, ChFC recently joined DVI as a Relationship Manager in the Peoria office. Mike has over 15 years of wealth management experience serving clients in the Central Illinois area. A graduate of Illinois State University, he is a Certified Financial Planner, a Chartered Financial Consultant and has earned numerous investment, financial planning and insurance certifications. Mike will serve as the primary point of contact for many of the firm’s clients. In addition, Mike will contribute to the refinement and delivery of DVI’s financial planning services.
New Officers
At the First Quarter DVI Board of Managers’ meeting, two DVI Associates were named Officers of the company.
• Steve Hinrichs, CFA - Director of Investment Research
2018 will mark Steve’s twentieth year as a member of DVI’s investment team. In addition to serving as a portfolio manager, he has in recent years worked in tandem with the firm’s Chief Investment Officer to establish investment research priorities and deliverables for all DVI investment strategies.
• Jeff Huizenga, CFP® - Director of Relationship Management
Jeff is an industry veteran with nearly 24 years of wealth management experience. He joined DVI in 2014 and has quickly established himself both as an effective Relationship Manager and a firm-wide resource on trust, estate and financial planning matters.
“The addition of Mike to the DVI team underscores not just our continued growth and commitment to Central Illinois, but also our determination to improve our ability to provide clients with best in class financial planning services.” said Will Williams, DVI’s Chairman, President & CEO. “He brings considerable practical experience to the firm and is a welcome addition to our professional staff.”
“The Board and I are pleased to elevate both Steve and Jeff to Corporate Officers of DVI. It is well deserved recognition for the material contributions they have both made to the firm over the past several years.” Williams continued. “Their appointments highlight our focus on the future as we continue to develop the breadth of our internal capabilities and deepen the bench of our leadership team.”
About David Vaughan Investments, LLC
DVI is an investment advisory firm with locations in Peoria, Illinois and Winter Park, Florida. As of March 31, 2018, DVI had total assets under advisement of $2.86 billion. In the fall of 2017, DVI established a new partnership with Morton Community Bank, a $3.6 billion independently owned community bank headquartered in Central Illinois.
For the past 40 years, DVI has provided superior asset management services and wealth management solutions to high-net-worth individual and institutional investors. DVI employs a "Quiet Quality" approach to investment management: people of integrity, acting in their clients' best interests... helping them plan for the future, protect what they have worked so hard to attain, and prosper today and for generations to come. For more information visit http://www.dviinc.com.
SOURCE: David Vaughan Investments, LLC
Michael Price, David Vaughan Investments, LLC, http://www.dviinc.com, +1 (309) 685-0033, [email protected]
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