Patrick J. Smarjesse Vice President, Partner

Peoria, IL
309-685-0033

Experience

I was raised in a large family by parents who instilled a strong work ethic in us. Each of us worked to finance our own education. As an outdoor enthusiast, I was attracted to the beauty of western Wisconsin and earned my undergraduate degree from University of Wisconsin – La Crosse in 1984. After entering the investment industry in 1985 as a retail broker for a national firm, I eventually transitioned into the retirement plan industry to focus on Defined Benefit and 401(k) Plans. As a Relationship Manager and Managing Director of DVI Consulting Group, I work with both high-net-worth and institutional clients.

Credentials

Certified Employee Benefits Specialist (CEBS)

Education

Bachelor of Science in Management from University of Wisconsin – La Crosse.

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

I joined David Vaughan Investments in 1995 to help develop DVI Consulting Group, a division of DVI that provides services to companies who sponsor employee retirement plans. David Vaughan had quietly developed a reputation for providing clients with impressive investment results and exceptional service. David and Will shared their vision for growing, what was then a sole proprietorship, into an institution and thankfully invited me to be a part of it.

What are the values that drive you in your professional and personal life?

I believe strongly in working hard and taking the time to care for others.

What do you enjoy doing in your free time?

I am at my happiest when I am outdoors — fishing, hunting, snow skiing and even working. In my youth, I had hoped to become a Forest Ranger.

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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