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


Waite Financial Group

My 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

 

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 5th 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
  • 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.  

 
Samuel Joseph Kiesewetter

Samuel Joseph Kiesewetter

Associate Financial Representative

309-306-7501

 

Samuel joined our team in the Summer of 2016 as a College Financial Representative. Through this top 10 internship program, he has developed his skillset to serve our clients throughout the planning process.    

 

How can Sam help you?

  • Account Reviews
  • Assist with client service inquiries
  • 2nd/ 3rd generation planning

 

As part of our team, Samuel is dedicated to serve clients with their financial planning needs. He is licensed in the state of Illinois for life, disability and long-term care insurance. Samuel graduated from Bradley University in May of 2019 with his Business Management and Leadership Degree. His studies were focused in strategy, finance and compensation management.

 
Michelle R Weaver

Michelle R Weaver

Director of Operations Waite Financial Group

309-306-7516

 

Michelle has been with Northwestern Mutual since 2010. She helps lead the Waite Financial Group team, ensuring a five- star client experience. Additionally, she serves our clients with insurance application and client inquiries. 

 

How can Michelle help you?

  • Apply for insurance coverage
  • Answer questions about current policies
  • Assist in customer service inquiries

 

 

Michelle began her career with Northwestern Mutual Greater Peoria in May of 2010 where she worked as a sales execution team member for new advisors. She transitioned to the Northwestern Mutual Greater Chicago office in 2013. She continued to grow in her career through advisor training and business development as the Director of Training and Development before returning to Peoria in 2018. She is licensed in the state of Illinois for life, disability and long-term care insurance. Michelle received her Degree in Biology with a Minor in Women’s Gender Studies from Augustana College.  

 

 
 

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