Anne M. Olson Investment Accounting Supervisor

Peoria, IL
309-685-0033

Experience

I have been with DVI since 2011 and have experience in Trust Administration and Banking. I had a college internship with a nationwide investment and insurance company and then started as a management trainee right out of college at a local Community bank. I started in the Trust Department as an Assistant and then moved up to a Trust Administrator position. Once I began at DVI, I started as an Investment Accountant then moved up to a Senior Investment Accountant in a few years. I am now the Investment Accounting Supervisor.

Credentials

Certified Trust and Financial Advisor (CTFA)

Education

Bachelor of Science in Business Management and Administration from Bradley University

What do you enjoy doing in your free time?

I enjoy traveling, hiking with my dog and spending time with family and friends.

There’s a Team Behind Every DVI Team Member

DVI is not one person. Our clients come to understand that although they may interact with particular team members more than others, there is a multi-disciplinary team of professionals hard at work for them, collaborating each and every day on their behalf.

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Fiduciary from the Start

Our founder, David Vaughan, created DVI 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community members grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.

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