Waite Financial Group

Waite Financial Group Gain clarity, confidence, and financial peace of mind; freeing you to live life intentionally™.

      Shawn MazanderJosh Waite
09/04/2026

Shawn Mazander

Josh Waite

Caterpillar has been a part of our families, let us be a part of yours!This week we are excited to feature Connor McDona...
09/04/2026

Caterpillar has been a part of our families, let us be a part of yours!
This week we are excited to feature Connor McDonald, CFP®, ChFC®, RICP®, Associate Private Wealth Advisor.

Connor officially joined Waite Financial Group in January 2023 and has been positively impacting our clients ever since. His career began in 2016 as a College Financial Representative with Northwestern Mutual's Greater Peoria office while attending Monmouth College, where he was a four-year starting pitcher and team leader on the baseball team. Since then, Connor has continued advancing his expertise, earning the CFP®, ChFC®, and RICP® designations to better serve individuals and families as they pursue financial clarity, confidence, and peace of mind.

Connor (like his twin brother Tyler) is very familiar with the unique needs of our Caterpillar clientele, as his father worked for Caterpillar for 30 years before retiring. Today, Connor works alongside our client advising and planning team to help clients navigate important financial decisions, while Tyler leads our wealth management team in implementing customized investment strategies, particularly for Caterpillar professionals and their families.

Let us know of anyone in the Caterpillar family who would appreciate connecting with a member of the WFG family.
Connor McDonald Josh Waite

Happy 7-year WFG Anniversary Tyler McDonald! Cheers to MANY more!!! 🎉🎉👏👏👏Josh Waite
09/03/2026

Happy 7-year WFG Anniversary Tyler McDonald!
Cheers to MANY more!!! 🎉🎉👏👏👏
Josh Waite

09/03/2026

Thank you to all of the Waite Financial Group clients and donors!



Together, we raised $168,869 for our 2026 Inspiring Generosity charity partner, . Executive Director Andy King would like to express his gratitude for your generosity, which continues to support Zoe House since its opening in May of 2024.



Your generosity will support mothers and their babies as they discover stability, how abundant God's love is for them, and learn practical life skills, including healthy parenting, grocery shopping, cooking, budgeting, and healthy relationships.





To learn more about Inspiring Generosity® and Waite Financial Group, please visit www.waitefinancialgrp.com
Dream Center Peoria Josh Waite

From the desk of our Founder & CEO, Josh Waite:It was worth it! Have you ever considered what makes something ‘worth it’...
09/02/2026

From the desk of our Founder & CEO, Josh Waite:

It was worth it!

Have you ever considered what makes something ‘worth it’? As I reflect on this question, it has become clear to me that we often couple those words with others like – the ‘time was worth it’ – the ‘effort was worth it’ – the ‘sacrifice was worth it’. What do all these phrases imply? Maybe several things – but for me they suggest a correlation between working through something challenging and then finding that the time invested often leads to a moment of satisfaction – a moment when I find myself thinking…

It was worth it!

But there’s a problem. Most of the time (speaking for myself), I don’t ‘feel’ like putting in the time and effort – I don’t ‘feel’ like making the sacrifice. Maybe you can relate.

And, because I believe this is a universal truth of the human experience, I return to a message I have shared for the last several years – a lesson I learned early in my career.

You don’t feel your way to an ‘action’ àyou ‘act’ your way to a feeling.

At the time I received this feedback, the individual delivering the message was challenging me to not make excuses for not doing the daily disciplines that were needed to grow my business. This was great advice, and exactly what I needed to hear at the time.

But why do I write about that advice 20+ years later? Very simple – I have found that it applies to many aspects of life – not just starting a business.

Physical fitness? Yes – how often do you not ‘feel’ like getting up early to workout?
Further education? Yes – how often do you not ‘feel’ like studying?
Relationships? You know it – how often do you not ‘feel’ like apologizing when you hurt someone?

If we wait until we ‘feel’ like doing something – we likely will never do it. Instead, we must choose to ‘act’ – and the feelings will follow.


Therefore, as Nikki and I returned from an extended weekend celebrating our 21stwedding anniversary, I again found myself revisiting the importance of our ‘actions’. While I wouldn’t wish it any other way, the truth is our 21 years haven’t been without our fair share of heartaches, bumps, and bruises. In full transparency, there have been times, even in these last 12 months, that our relationship didn’t ‘feel’ great at all.

So, what did we do in those challenging moments? We made the choice to ‘act’ differently.

As my good friend and counselor often says, “If nothing changes, nothing changes.” Essentially, you are not going to ‘feel’ better until you ‘act’ better. I look back today recognizing it was the ‘actions’we took and the habits we have formed that have allowed us to continue forward wiser and more in love than the day we said, “I do”.

Like anything, we get off track at times, but when our relationship ‘feels’ right, it can in large part be attributed to God’s grace and four specific ‘actions’:

1. Prioritize time to talk daily. Whether it happens sitting on the couch when we get home, or taking a walk around the neighborhood, we make time to talk.
2. Date each other weekly. I was introduced to my first leadership/life coach around the same time Nikki and I were married, and he advised me to have a date night on the calendar each week. At the time, I was working 60-70 hours per week, and having a weekly date night was critical to our staying connected early in our marriage. Twenty-one years later, there is no doubt that continuing to date each other has been foundational to maintaining that connection.
3. Read a book together annually. Usually, it is on a topic related to marriage or parenting. These books have not only provided great insight but also laid the foundation for meaningful conversations.
4. Get away, just the two of us,regularly. I am a believer in always having a vacation on the calendar; it gives you something to be looking forward to doing together.


I once read the quote, “What you appreciate, appreciates.” While far from perfect, over the years I have seen its wisdom and will continue to intentionally apply it to our marriage for as long as God gives me that opportunity.

Last week we celebrated 21-years since saying “I do” – I couldn’t be more grateful for the time we have been given and look forward to many more years of ‘acting’ our way to a feeling. We have had to invest time, put in the effort, and made some sacrifices – but you know what?

It was worth it!

intentional living call to action:
Whether it’s your marriage, your career, or your fitness, remember, we don’t feel our way to an action. We ‘act’ our way to a feeling. So, let’s start acting today. It will be worth it.

If you would like to join those who receive these messages weekly, please email [email protected] to sign up.
Live Life Intentionally
Josh

The temperatures may be saying summer, but the calendar says September! ☀️🎀This Bow Tie Tuesday, we celebrate  Elianna L...
09/01/2026

The temperatures may be saying summer, but the calendar says September! ☀️🎀

This Bow Tie Tuesday, we celebrate Elianna Ludwig and Jarod Oderwald as they marked an important milestone with WFG, their official 90 days with our team! We're thankful for the enthusiasm, dedication & learning they've brought to the team and look forward to all that's ahead.


Josh Waite

Happy WFG Anniversary to Cameron Litwiller! We are thankful for you!   Josh Waite
09/01/2026

Happy WFG Anniversary to Cameron Litwiller! We are thankful for you!


Josh Waite

      Zach RoatJosh Waite
08/31/2026

Zach Roat
Josh Waite

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410 Fayette Street
Peoria, IL
61602

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