Connor joined the Waite Financial Group team in January of 2023. Connor started his career with Northwestern Mutual- Greater Peoria as a College Financial Representative. Since his internship, he has been a solo advisor with Northwestern Mutual helping his clients plan for their financial goals. Now as part of the Waite Financial Group team, Connor continues to help his clients achieve Financial Peace of Mind.

How Can Connor Help You?

• Create and update personal financial plans
• Conduct annual account and investment reviews
• Answer retirement, investment, and insurance related questions

In Connor’s free-time, he enjoys spending time outdoors with his wife Ali and their golden retriever, Rosie. Ali is a 4th year medical student at the University of Illinois Medical School at Rockford. Ali is studying to become a Family Physician and looks forward to graduating in the spring of 2023.

Logan began his career as a college intern in 2019 while studying Accounting at Bradley University. During a successful internship, Logan discovered his passion for helpings others achieve Financial Peace of Mind and is committed to serving the next generation of our clients.

How Can Logan Help You?

• Create and update personal financial plans
• Conduct annual account and investment reviews
• Answer retirement, investment, and insurance related questions

Logan recently graduated Bradley University with a Master’s in Accounting and minor in Finance. His education and passion for learning has led him to his current studies in pursuit of the CPA designation. Logan enjoys spending time with his family, fitness, sports, and leading worship with his wife.

Alan joined our team in April of 2022. He brings a passion for personal finance and helping people achieve their financial goals. Alan can assist in the financial planning for any individual or family.

How Can Alan Assist You?

• Help create and update personal financial plans
• Answer retirement and investment related questions

Prior to joining our team, Alan spent 19 years as an engineer for Caterpillar Inc. While at Caterpillar, he held multiple positions in design, test development, project management, and dealer product support roles. Alan’s unique experience along with his interest in financial planning and helping others makes him a valuable asset to the Waite Financial Group team.

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 financial habits and all planning details to groups and individuals, specializing in the medical industry.
• Assist in annual evaluation for income driven repayment plans
• Assist in planning for future tax and student loan forgiveness
• Create and update personal financial plans

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.

Kindra returned to Northwestern Mutual-Greater Peoria after spending ten years in office support and human resource roles in both the medical and automotive industry. In January 2023, Kindra rejoined the Waite Financial Group in assisting and supporting our clients gain clarity, confidence and financial peace of mind in her role as a Financial Representative Assistant. Personally, Kindra is a Central Illinois native, having grown up in Abingdon. She enjoys spending time visiting with her four adult children, and watching her youngest son, Aiden, play basketball at Knox College.

How Can Kindra Help You?

• Support you through the insurance application and underwriting process
• Support you through the investment account opening process
• Answer customer service inquires

Melissa joined our 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 9th year Memphis to Peoria St. Jude Runner. Melissa received her Communications Degree from Illinois State University.