David Vaughan Investments, LLC Announces Leadership Transitions, Appointments

PEORIA, Ill.--(BUSINESS WIRE)-- David Vaughan Investments, LLC (“DVI”) announced a series of leadership transitions designed to strengthen the firm’s foundation, support continuity of its client service model, and position DVI for long-term success.

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To learn more about DVI's leadership transitions and wealth management services, visit www.dviinc.com.

Effective January 1, 2027, Brian Christensen, Senior Vice President and Chief Investment Officer, and Patrick Smarjesse, Senior Vice President, will transition from their current management roles to become Senior Partners. In this new capacity, they will focus on client-facing work and partner with DVI Relationship Managers to support seamless relationship transitions and continuity of service, while continuing as shareholders and mentors to future DVI leaders.

Will Williams, Chairman, President and CEO, noted that Pat has played an instrumental role in DVI’s growth and client‑first culture and that his leadership and dedication over the past three decades will have a lasting impact on the firm. Steve Hinrichs, Senior Vice President and newly appointed Chief Investment Officer, highlighted Brian’s mentorship and partnership and his successful management of the DVI Investment Committee.

As part of DVI’s leadership plan, the firm also announced new members of its Executive Committee: Erin Duvall, Chief People Officer; Steve Hinrichs, Senior Vice President & CIO; and Glenn Maxey, Chief of Staff & Senior Portfolio Manager. In addition, DVI has named four new Managing Directors: Mike Flaherty and Ryan Sewell in Relationship Management, Pierce Timko in Investment Research, and Mitch Zippay in Accounting.

For nearly fifty years, DVI has built lasting relationships grounded in trust, transparency, exceptional service, and a long-term perspective. These leadership announcements underscore DVI’s intentional, pragmatic approach to continuity and its commitment to remaining strong, stable, and client‑focused for generations to come.

About David Vaughan Investments, LLC
DVI is an investment advisory firm with locations in Peoria, Illinois, and Winter Park, Florida. As of 12/31/2025, DVI had total assets under advisement of $6.0 billion. In the fall of 2017, DVI established a partnership with independently owned Hometown Community Bancorp, headquartered in Central Illinois.

Since 1977, DVI has provided asset management services and wealth management solutions to high-net-worth individuals and institutional investors. DVI employs a Quiet Quality approach to investment management. DVI Associates are people of integrity, acting in their clients' best interests and helping them plan for the future, protect what they’ve worked so hard to attain, and prosper today and for generations to come.

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Alfredo Risi, COO, 309-685-0033

Source: David Vaughan Investments, LLC

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