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  • Winter Park, Florida: Our Second Home

    Our Winter Park team members create custom-built wealth strategies to guide our clients along the path to peace of mind in Central Florida.

Brian A. Christensen Senior Vice President & Chief Investment Officer, Partner

Peoria, IL and Winter Park, FL
309-685-0033
bchristensen@dviinc.com

Candace M. Forrest Senior Client Services Associate

Winter Park, FL
407-622-5133
cforrest@dviinc.com

Christopher "Chris" T. Kent Associate Portfolio Manager

Winter Park, FL
407-622-5133
ckent@dviinc.com

Devin J. Shaffer Portfolio Management Analyst

Winter Park, FL
407-622-5133
dshaffer@dviinc.com
Mike Armistead David Vaughan Investments

Michael E. Armistead Relationship Manager

Winter Park, FL
407-622-5133
marmistead@dviinc.com
Nathan P. Heffelbower David Vaughan Investments

Nathan "Nate" P. Heffelbower Senior Client Services Supervisor

Winter Park, FL
407-622-5133
nheffelbower@dviinc.com
J. Pierce Timko David Vaughan Investments

J. Pierce Timko Senior Portfolio Manager, Associate Partner

Winter Park, FL
407-622-5133
ptimko@dviinc.com

Shane M. Higgins Relationship Manager

Winter Park, FL
407-622-5133
shiggins@dviinc.com

Sonia Williams Administrative Client Services & Front Office Associate

Winter Park, FL
407-622-5133
swilliams@dviinc.com
Sophia Humphrey David Vaughan Investments

Sophia L. Humphrey Client Services Associate

Winter Park, FL
407-622-5133
shumphrey@dviinc.com
Will Williams David Vaughan Investments

Lawrence "Will" Williams IV Chairman, President & Chief Executive Officer, Partner

Peoria, IL and Winter Park, FL
309-685-0033
will@dviinc.com

Let’s Connect

Peoria Office

5823 North Forest Park Drive
Peoria, IL  61614-3500

Florida Office

399 Carolina Avenue, Suite 110
Winter Park, FL  32789-3150

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David Vaughan Investments, LLC is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. DVI was established in 1977 as a sole proprietorship, restructured into an S Corporation in 1991, and recently merged into a new Delaware LLC in September of 2017. The information provided on the DVI website is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.

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