CONNECT

Address:

124 N Water Street Suite 020
Rockford, IL 61107

Phone:

(815) 963-0461

Fax/Other:

(815) 963-0491


 

 


Michael A. White, Jr. Certified Fund Specialist (CFS)
As Managing Partner, Michael's philosophy of knowledge through education steadily guides our client's financial goals. With over 20 years in the financial services, pension, and insurance industries, Michael feels strongly that consistency, discipline and risk management help provide potential to every person regardless of their level of investment or type of financial goals. As a third generation Rockfordian, Michael is committed to community service and regularly works with the Northern Illinois Community Foundation, Rockford Fire Department Pension, Kiwanis, and River District Association. Michael is a graduate of Western Illinois University.

Kristine L. White, Certified Financial Planner (CFP®) 

As a Partner and Manager of Waterside Financial Advisors, Kristine values the time she commits to creating a personal relationship with each client.  By truly understanding where a person comes from and where they want to go, Kristine can utilize her 15 years of experience in financial services and planning to help better plan for each client's financial situation.  She is a graduate of Western Illinois University.

 

 

Investment Committee*

 

Jasen Dahm, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA)

Jasen is a Registered Representative of Voya Financial Advisors focusing on preparation of asset allocation and tax minimization strategies. He serves on our Investment Committee. He formerly served as a research analyst for a fund of hedge funds as well as a Senior Auditor for Deloitte and Touche. Jasen earned his BBA in Accounting and Finance as well as a Masters of Accountancy from the University of Iowa.

Jared Sutton, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®)

Jared is an Investment Advisor Representative of Voya Financial Advisors focused on estate planning, tax strategies and investment planning. Jared has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection. He has worked as a business/field analyst and derivatives broker.

 

Phyllis Vance, Chartered Financial Analyst (CFA)

Phyllis is the Chief Financial Strategist.  She focuses on investment analysis, as well as serving on our investment committee.  Phyllis has over thirty years of investment experience.  She was an analyst and portfolio manager for a global financial investment management firm.  Her experience includes domestic and international equities.  Phyllis was also the Director of Commercial Real Estate Research.  She graduated from Iowa State with a degree in business administration.

Jim Wessels, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Personal Financial Specialist (PFS)

Jim is an Investment Advisor Representative of Voya Financial Advisors with more than a decade of active money management experience. He provides daily insights on the markets to help investors find practical applications. He served as a former investment analyst and is also experienced in designing employer-sponsored retirement programs. Jim has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.

     

*Investment Committee members are representatives of Voya Financial Advisors. Registered Representatives of and Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc. (member SIPC)

Our Team of Professionals

To meet with a Waterside advisor, contact us today.