Our Team

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 achieve true financial peace of mind and live your best life now, all while creating an intentional legacy for the future.

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 Principal

Office 309-306-7525


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Shawn Ronald Mazander , RICP®, CPA, MBA

Partner

Office 309-306-7524


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Anne Elizabeth Schutt , CFP®, EMBA

Associate Wealth Management Advisor

Mobile 309-216-4887


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Tyler Scott McDonald , RICP®

Associate Wealth Management Advisor

Office 309-306-7508


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Christopher T Robinson

Advisor

Mobile 309-472-6226


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Hannah M Foulk

Operations Manager

Office 309-306-7513


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Tara Marie Woll

Client Service Representative

Office 309-693-0800


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Melissa L Malson

Marketing and Client Relations Manager

Office 309-306-7525


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