PEORIA MAGAZINE September 2022
B U S I N E S S N E W S
IN BRIEF
ELECTIONS AND SELECTIONS
HIRES AND RETIRES
Shawn Sollberger has been named Chief of the PeoriaFireDepartment . A 24-year Peoria firefighter, Sollberger has served as interim chief, assistant chief, captain, battalion chief, and division chief of
Junior Achievement of Central Illinois has elected officers for 2022-2023. They are Troy Schmick , Caterpillar Inc., chairman; Brendan Kaar , vice chairman; TimNester , ELM, treasurer; Jason Killion , Accenture, secretary. Joining the executive committee were Beth Crider , the Peoria County regional superintendent, as well as Sylvia Hasinger , ATS; Jeff Bogdan, Federal Companies; and Erica Carlson , Clifton Larson Allen. William Reimers has joined the Ped i at r i c Resource Center ’ s Community Board .
Service Specialist; Melissa Sikkema , Director, Financial Institutions; Ryan Carruthers , Director, Manufacturing & Distribution; Beka Schultz , BizOps Controller, Nonprofit; Christine Bulfer , Wealth Advisor, Service Specialist; Alex Gavin , Manager, Financial Institutions; Andy Beoletto , Manager, Professional Services; Lauren Smith , Service Processing Coordinator, Internal Operations; Kayla Mormann , Senior, State & Local Government; TylerWeber , Senior, Private; and Gabrielle Grimm , BizOps Senior, Regulated. The partners, attorneys and staff of law firm Kavanagh, Scully, Sudow, White & Frederick have joined Heyl, Royster, Voelker & Allen . The move brings Heyl Royster to 115 attorneys in eight offices throughout the Midwest. The Kavanaugh firm, originally founded as Worthington & Page in the 19th century, is nearly 140 years old, while Heyl Royster is in its 112th year of practice MOVIN’ ON Edward Jones has opened a new office in Peoria’s Warehouse District , at 800 SW Adams St., Suite 102. MERGERS AND ACQUISITIONS
operations. He also has been a member of the dive team, haz-mat teamand TRT team. Chief Sollberger is a graduate of Peoria High School and Illinois Central College. He is married to Angela and they have three children.
David Vaughan Investments Announces Jeff Huizenga as Director of Wealth Strategies Peoria, IL – July 12, 2022
CLIMBING THE LADDER
Jeff Huizenga has been promoted to Director of Wealth Strategies at David Vaughan Investments . An eight-year member of the firm, Huizenga will lead DVI’s efforts on the development, education David Vaughan Investments, LLC (DVI) is pleased to announce Jeff Huizenga’s recent promotion to Director of Wealth Strategies. “The Board of Managers and I are pleased to recogniz Jeff Huzienga’s recent promotion to Director of Wealth Strategies (DWS) ,” said Will Williams, DVI’s Chairman, President & CEO. In this new position, Jeff will lead DVI’s efforts on the development, education and training of Relationship Managers (RMs) and Portfolio Managers (PMs) to help facilitate the successful execution of wealth strategies on behalf of our clients. “In the eight years in which Jeff has been with the firm, he has emerged as an internal thought leader on more complex estate and wealth transfer strategies. I credit Jeff for his ongoing commitment and efforts to invest in his own professi nal career. Not only does he maintain a CFP ® designation, but earned a Masters Degree in Financial Services in 2020. Jeff has demonstrated a passio for this subject matter and will be a great resource for our clients in the years to come.”
RECOGNITIONS AND AWARDS
and training of relationship managers (RMs) and portfolio managers (PMs) to help facilitate the successful execution of wealth strategies on behalf of clients. As of March 31, 2022, DVI had total assets under advisement of $4.6 billion. CliftonLarsonAllen , the eighth-largest accounting firm in the United States, announced 14 career advancements in Peoria. Thosewent to Brooke Anderson , Regional Director, People Solutions; Donald Gal l , Director, Serv ice Specialist; Jennifer Addis , Director, Nonprofit; Matthew Dean , Director, About David Vaughan Investments, LLC DVI is an investment advisory firm with lo ations in Peoria, Illinois and Winter Park, Florida. As of March 31, 2022, DVI had total assets under advisement of $4.6 billion. In the fall of 2017, DVI established a new partnership with Morton Community Ba k, a $4.9 billion independently owned community bank headquartered in Central Illinois. For the past 45 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 i formation visit www.dviinc.com. SOURCE: David Vaughan Invest ents, LLC
CEFCU has been selected as the top credit union in Illinois in 2022, according to a nationwide survey conducted by Forbes . The survey was based on general satisfaction, interest in recommending the credit union to family and friends, trust, terms and conditions, digital services, customer service, financial advice, and branch service. RLI Insurance Company has been named to Ward’s 50 top-performing insurance companies list for the 32nd
102 SEPTEMBER 2022 PEORIA MAGAZINE
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