A COLLABORATIVE APPROACH TO SERVING YOU
Waite Financial Group is a diverse team acting as your guide on the journey called "life"; passionate about serving you today and your loved ones into the future. We create a transparent experience that includes a personalized map, customized solutions, and a skilled team that excels at high-touch personal service, all rooted in our unique ability to make the complex...simple. We specialize in behavioral coaching, tax-strategic financial planning, and deep market-specific wisdom. This combination makes it possible for you to gain clarity, confidence, and financial peace of mind; freeing you to live life intentionally.
If you need to schedule an appointment or request any other service, please contact Melissa Malson (309-306-7525), and she will respond promptly. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

PARTNERS

Joshua T Waite CFP®, CLU®, ChFC®, CAP®, RICP®
Founder, CEO and Private Wealth Advisor

Shawn R Mazander RICP®, CPA, MBA, AAMS®
Partner and Director of Wealth Management Services
CLIENT RELATIONS AND OPERATIONS

Melissa L Malson
Executive Assistant to the CEO & Client Relationship Lead

CLIENT ADVISING AND PLANNING


Christopher T Robinson
Lead Financial Planning Analyst and Associate Private Wealth Advisor




WEALTH MANAGEMENT AND TAX PLANNING



Affiliated Partner
Through Northwestern Mutual, Waite Financial Group has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
