Stephanie A. Ricketts Director of Client Services & Senior Relationship Manager

Peoria, IL
309-685-0033

Experience

After college graduation, I first gained trust and estate settlement experience as a Trust Advisor in the Private Client Services division of a national bank and was later promoted to VP/Investment Specialist. After 12 years there, I joined DVI as a Relationship Manager. In 2020, I was promoted to Manager of Client Services and Senior Relationship Manager. My current role is Director of Client Services and Senior Relationship Manager.

Credentials

Certified Financial Planner® (CFP®)

Education

Bachelor of Science in International Business with a Minor in Finance from Bradley University & Masters of Business Administration from Bradley University.

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

In both my professional and personal life, I value honesty and integrity, positivity and authenticity, hard work and conviction. I try to be a good role model for my kids and lead by example.

What is your favorite thing about DVI?

Many of my co-workers also are friends. The Associates of DVI are loyal, caring, smart and generous. I am surrounded and supported by really good people.

Tell us one thing about you that might be surprising:

I plan to soon start taking piano lessons. I took them as a kid but didn't stick with it. My mom always said I'd be sorry that I quit and she was right.

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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