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Affiliate Companies

MCB Trust and Wealth Management logo

MCB Trust & Wealth Management (in partnership with DVI) provides a full-range of investment and trust services to individuals, families and businesses. As a local organization based in Central Illinois, we have an intimate knowledge and appreciation of the people and communities we serve.

Our goal is to work with clients in developing a comprehensive approach to their finances, so they are in a position to make the best decisions to protect, preserve and prosper in their wealth.
Visit www.mcbtrust.com for more information.

 

DVI David Vaughan Investments logo

David Vaughan Investments, LLC (DVI) was founded in 1977 and has grown over the years into a team of 45 experienced investment professionals that serve the investment advisory needs of high net worth individuals, corporations, retirement plans and non-profit organizations.  Currently DVI provides service to over 1000 clients, and maintains approximately $ 4.8 Billion of Assets under Advisement with offices located in Peoria, Illinois and Winter Park, Florida.  While separate account management utilizing its proprietary value and yield equity strategy is DVI’s core competence, they have also developed an excellent reputation providing thoughtful solutions to address the complex tax, legal and financial planning needs of their clients.
Visit www.dviinc.com for more information.