About Us
Our Team
Meet Us
Meet Kristy
Kristine “Kristy” White
Partner – Director of Financial Planning & Tax
Meet Mike
Michael “Mike” White
Managing Partner – Director of Investment Management & Client Relations
Meet Mark
Mark Lotzer
Partner – Retirement Planning
Meet Sarah
Sarah Chandler
Client Service Coordinator
Meet Rachel
Rachel Tarraf
Client Experience Administrator
Meet Linda
Linda Ballard
Finance & Administration Associate
Summer Office Hours
Hours will switch Oct 4th
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite, 204, Rockford, IL 61107
Copyright © 2024
Waterside Financial Advisors, LLC