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Your Team

Team photo

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.

Joshua T Waite CFP®, CLU®, ChFC®, CAP®, RICP®

Founder and CEO

Shawn R Mazander RICP®, CPA, MBA, AAMS®

Partner

Connor S McDonald

Associate Wealth Management Advisor

Logan R Pflederer

Associate Wealth Management Advisor

Alan M Flowers

Client Service Manager

Tyler S McDonald RICP®, AAMS®

Associate Wealth Management Advisor

Christopher T Robinson

Private Wealth Service Advisor

Jack M Millar

Associate Wealth Management Advisor

Michael R DeWalt

Investment Specialist

Kindra D Derry

Financial Representative Assistant

Melissa L Malson

Marketing and Client Relations Lead