Deanna M. Baele Executive Office Advisor

Peoria, IL
309-685-0033

Experience

I began my financial services career in the Financial Services department of a mid-sized national insurance agency and broadened my work experience in both the Trust division of a large insurance agency and regional bank. In 2000, I joined DVI and served in the capacity of Manager of Client Services for several years. In 2011, I assumed the role of Executive Office Advisor where I work in tandem with DVI's President, Will Williams.

Credentials

Certified Financial Planner® (CFP®)

Education

Bachelor of Science in Business Administration from Monmouth College & Master of Business Administration from St. Ambrose University

Tell us about your career journey and what led you to choose DVI:

My favorite courses in school were the ones related to investments and finance. I knew that I wanted to work for an investment firm and DVI offers an upscale, professional environment with a team mentality.

What is your favorite thing about DVI?

I absolutely love the connection to our clients! With over two decades of serving DVI clients, it is a true joy to visualize years of planning unfold as clients achieve goals and realize their dreams. What an honor to be a small part of that!

What do you enjoy doing in your free time?

I am active in the community and have served over a decade on the American Red Cross Board of Directors and in committee roles with Impact Central Illinois, St. Patrick Parish Charity in Truth and Young Life of Central Illinois. I recently completed two consecutive 5-year terms on the Monmouth College Alumni Board. I also enjoy spending time with my husband and three young adult children – taking trips & cheering on the Chicago Cubs.

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.

Meet the Team

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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