PEORIA, Ill. (PRWEB) August 25, 2020
James Sinclair, Treasurer and Chief Compliance Officer, Retires
In February, James “Jim” Sinclair retired after 24 years of exemplary service. Jim started with the firm in 1996 and during his tenure, supported DVI’s growth from a small investment boutique to one of the larger privately held advisory firms in the country. He began his career as DVI’s Manager of Operations which encompassed a wide range of responsibilities in accounting, auditing, human resources, risk management, compliance and IT systems. In July 2007, Jim became a DVI shareholder and in January 2011, he was promoted to his final position as Treasurer and Chief Compliance Officer. Jim played a key role in numerous expansion projects in the Peoria, Illinois office and was integral in establishing the DVI satellite office in Winter Park, Florida. After handling the logistics of opening the original Winter Park, Florida office in 1998, in 2017 he orchestrated its move to the larger and more conveniently located space at 399 Carolina Avenue.
Throughout his career, Jim wore many hats beyond his job title. As Will Williams, DVI’s President and CEO remarked, “Jim once made mention that his original position had grown from one Associate to five. I would have to argue that he short-changed himself; the number I believe now is actually seven! But who is counting?” For Jim, no job was too large or too small; whether he was making executive decisions or shoveling sidewalks on a snowy afternoon, Jim was always a flexible, pro-active leader and a master at planning things down to the finest of details.
New Partners and Advancements
On January 1, 2020, Beth Salmon, CPA was promoted to Vice President of Operations. And, in conjunction with Jim Sinclair’s retirement on February 1st, Mike Price was named Chief Financial Officer & Chief Compliance Officer.
On June 1, 2020, Mike and Beth along with Jeff Huizenga, CFP® - Director of Relationship Management, were named DVI Partners.
Additionally, Stephanie Ricketts, CFP® has been promoted to Senior Relationship Manager and is now leading the Client Service team, which has Client Service Associates in Peoria, Illinois and Winter Park, Florida.
About David Vaughan Investments, LLC
DVI is an investment advisory firm with locations in Peoria, Illinois and Winter Park, Florida. As of July 31, 2020, DVI had total assets under advisement of $3.4 billion. In the fall of 2017, DVI established a new partnership with Morton Community Bank, a $4.4 billion independently owned community bank headquartered in Central Illinois.
For more than 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