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

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Waterside Financial Advisors, LLC