Our Team

Our goal is to help you chart your course to financial security and achieve peace of mind. We accomplish this with focused planning and follow through. Our team is knowledgeable, experienced, and committed to providing outstanding service.

If you need to schedule an appointment or request any other service, please contact Melissa Malson (309-306-7525) and she will respond promptly.


 
Melissa L Malson

Melissa L Malson

Client Relationship and Marketing Manager
309-306-7525

Melissa joined my team in February of 2019. Melissa impacts our client experience by providing service and support for financial planning needs. She also facilitates the execution of numerous key marketing initiatives.

How can Melissa help you?

  • Schedule an appointment and direct customer inquiries
  • Assist new clients throughout the onboarding experience
  • Connect and inform our clients of Northwestern Mutual’s online technology and media
  • Insurance applications and underwriting liason to Home Office

Prior to joining our team, Melissa spent 20 years in retail management for both Gap Inc. and Limited Brands. Having worked for Banana Republic for over 13 years, she led a team of 20 in the delivery of a consistently positive customer experience. She held a variety of responsibilities such as sourcing, selecting and developing team members, scheduling staff, managing market trends, driving productivity, optimizing traffic, and achieving sales goals. She is passionate in the mission to end childhood cancer as a 6th year Memphis to Peoria St. Jude Runner. Melissa received her Communications Degree from Illinois State University.

 
Shawn Ronald Mazander

Shawn Ronald Mazander

Associate Wealth Management Advisor
309-306-7524

Shawn joined our team in June of 2010. Shawn structures comprehensive financial plans for our clients. He also serves as our in-house executive compensation & benefits expert.

How can Shawn help you?

  • Create and update personal financial plans
  • Answer retirement and investment plan questions
  • Answer questions related to insurance coverage
  • Conduct annual investment reviews
  • Provide specialized guidance related to employee compensation and benefit issues

Prior to joining our team, Shawn spent fifteen years at Caterpillar Inc. where he held a variety of leadership positions including Executive Compensation Manager, Compensation & Benefit NPI Manager, Global Integration Manager, and Human Resources Director. In these roles, he had direct responsibility for managing a variety of employee compensation & benefits plans including stock options, restricted stock, pension, 401k, salary administration, STIP and the supplemental deferred compensation plans. Shawn received a B.A. in Accounting and Finance, Cum Laude from Southern Illinois University at Carbondale, as well as an Executive MBA from Bradley University. Shawn has also practiced as a CPA specializing in tax planning and preparation for high net worth individuals.

 
Kelly J Davidson

Kelly J Davidson

Director of Operations
309-306-7505

Kelly joined Northwestern Mutual in October of 1987. Kelly provides our behind-the-scenes support and makes our entire office run smoothly. Her goals are to ensure our current and future clients receive the best service possible and our reps and staff get the needed support. 

How can Kelly help you?

  • Ensure our teams implement best practice solutions and deliver excellent customer service
  • Manage human resources and benefits
  • Contracting & licensing
  • Assist with financial advisor and staff compliance

With over 32 years of experience serving Northwestern Mutual policy owners, Kelly knows the best way to get things done for our clients. We count on Kelly to administer office and building functions including purchasing and technology. Kelly is the go-to for all staff administration and support of team processes.

 
Rose L Freeman-Mellen

Rose L Freeman-Mellen, CLF®

Director of Recruitment
309-306-7504

Rose joined our team in October of 2012. Rose is critical to our mission of introducing this excellent career and company to others. She is passionate about helping individuals identify and achieve their career goals. Rose coordinates all aspects of our award-winning internship program.

How can Rose help you?

  • Provide information on a career with Northwestern Mutual-Greater
  • Schedule an initial interview
  • Ensure interns are trained, equipped and assisted so they have a robust, hands on, real-world experience

Prior to joining my team, Rose worked in Undergraduate Admissions for Bradley University. During that time, she worked with students all over the country in assisting with their college decision process. Rose currently serves Bible Study Fellowship as a Teaching Leader, where weekly she is leading, teaching and facilitating training for women in the Peoria area as they grow in their relationship with the Lord. Rose received her Marketing Degree from Bradley University in 2010. Connect with Rose for career opportunities at 309-306-7504 or connect on linked in: https://www.linkedin.com/in/rosefreeman

 
Hannah M Foulk

Hannah M Foulk

Associate Financial Representative
309-306-7513

Hannah joined our team in March of 2019. She brings several years of experience within the financial industry. She is an asset to our team as she currently serves in opening investment accounts and investment related client servicing.

How can Hannah help you?

  • Create and update personal financial plans
  • Insurance applications and underwriting
  • Answer retirement and investment planning questions
  • Assist in customer service inquiries

Prior to joining our team, Hannah was a valued associate at Northwestern Mutual of Savannah in Georgia. She brings with her 4 years of industry experience as an investment associate. Hannah received her Agriculture and Consumer Economics Degree from The University of Illinois C-U.

 
Christopher T Robinson

Christopher T Robinson

Financial Advisor

Associate Lead Advisor
309-472-6226

Chris joined our team in September of 2019. Chris is an asset to our team as he strives to provide each and every physician family with the opportunity to experience a goal-achieved financial future. Chris can assist in the financial planning for any individual or family.

How can Chris assist you?

  • Teach and present positive finanical habits and all planning details to groups and individuals, specializing in the medical industry.
  • Assist in annual evalution for income driven repayment plans
  • Assist in planning for future tax and student loan forgiveness

Prior to joining our team, Chris earned his BS at Bradley University in 2008. Chris worked in the healthcare clinical research field for 6 years. He attended medical school overseas, but decided that medicine wasn't for him. Chris also substitute taught at Peoria Academy. That said, Chris has spent an extensive amount of time becoming a trusted resource for medical professionals in the area of student loan planning.

 
Tyler Scott McDonald

Tyler Scott McDonald

Associate Financial Representative

Associate Financial Representative
309-306-7508

Tyler joined our team in September of 2019. Tyler was a College Financial Representative for Northwestern Mutual-Greater Peoria for 3 years.

How can Tyler help you?

  • Assist in customer service inquires
  • Answer retirement and investment planning questions
  • Create and update personal financial plans

Prior to joining our team full-time, Tyler was a four-year starting pitcher for Monmouth College where two times he earned First Team All-Conference recognition, including Pitcher of the Year in his Senior Season.

 
Anne Elizabeth Schutt

Anne Elizabeth Schutt

Financial Advisor

Associate Lead Advisor
309-216-4887

Anne joined our team in the winter of 2020. Anne is dedicated to individuals who want to learn more about the holistic view to finanical planning. She is passionate about meeting clients where they are and cares about where our clients want to be. Her goal is to assist in putting a plan in motion.

How can Anne help you?

  • Conduct Annual account and investment reviews
  • Create and update personal financial plans
  • Answer retirement and investment related questions

Anne Schutt began her financial planning practice in partnership with Northwestern Mutual Greater Peoria in October of 2019. Anne recently retired from a two decade career in the healthcare industry. Her interest in financial planning and strategy and her Executive MBA in Healthcare Administration gives Anne a unique perspective in helping clients navigate their financial future.

 

Joshua T Waite, CFP®, CLU®, ChFC®, CAP®
Wealth Management Advisor


Waite Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck