About Us
Meet the TEAM that's been dedicated to serving our clients' needs since 1992.
What is Waites Financial Services' TEAM Approach all about?
Bryan in the Spotlight
Bryan was recently featured in Voyage STL, where he shares more about his journey, the values behind the firm, and what drives his passion for serving clients.
Bryan Waites
Bryan Waites has been proudly serving Jefferson County and the surrounding communities since September 1, 1992, specializing in retirement planning and, in conjunction with Kingswood U.S., offering investment services. Bryan Waites currently serves more than 500 families and five 401k plans. In support of his commitment to retirement plan excellence, Bryan has earned the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors.
Bryan’s unique philosophy of “Bringing a TEAM approach to help face your business and family needs” has allowed him to define his business and focus on helping his clients create a strong financial game plan. Bryan grew up in a large family of 6 brothers and sisters and an even larger family tree of 15 aunts and uncles, and was raised with a firm belief that you “treat others how you would like to be treated.” Family is a huge part of Bryan’s life. Bryan is married to Stephanie, an Elementary School Counselor, and together they have five children, Logan, Ali, Kelsie, Collin and Annie. Bryan is a Herculaneum High School graduate and earned his BBA from Southeast Missouri State University in 1992.
Advisory services offered through Kingswood Wealth Advisors (KWA), an SEC registered investment adviser. Securities services are offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities.
Ali Waites
Ali Waites is proud to be a member of the Waites Financial Services team. Having served the community for the past 3 years in the health and fitness industry, she is passionate about helping others achieve their goals. She has learned there are multiple aspects of a person's health, and that Financial Health plays a big role in someone’s overall well-being. Ali is excited to serve the community and improve the health of her clients in a new way, as she builds her own financial practice. Ali is proud to work side by side with her father, firm founder Bryan Waites, who has been serving the community for over 30 years. "Working together allows us to bring our two strengths to the table," Ali says. "With his knowledge and experience, I am able to bring energy, enthusiasm and new ideas to help clients."Ali is a driven, loyal, and passionate professional with a demonstrated ability to help her clients work toward and achieve their goals. She is Life and Health Insurance licensed and holds her series 6 licensure. She holds a Bachelor of Science in Exercise Science from Missouri State University (2019) and a Masters of Science in Health Informatics from Logan University (2022).
Advisory services offered through Kingswood Wealth Advisors (KWA), an SEC registered investment adviser. Securities services are offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities.
Shelby Block
Shelby became a member of the Waites Financial Services team in June 2024. After graduating from Coastal Carolina University in May of 2024 with a Bachelor’s in Management with a Finance concentration, she is excited to be back in her home state of Missouri to serve people in the local community with their financial, insurance and retirement needs.
Shelby has a strong commitment to pursuing excellence, graduating from Grandview High School simultaneously with her Associate's degree from Jefferson College in 2022. Now, as part of the team at Waites Financial, she looks forward to the same pursuit of excellence in our business by bringing new perspectives to the 32 years of experience our founder, Bryan Waites, already has. Shelby’s mission is to "help people feel comfortable in their finances” and be a resource to guide people through every financial situation they encounter. She strives to make every client’s life easier by helping them reach their financial goals. Shelby is Life & Health Insurance licensed and holds Series 6 & 63 securities licensure.
Advisory services offered through Kingswood Wealth Advisors (KWA), an SEC registered investment adviser. Securities services are offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities.
Heather Maher
Heather has been a dedicated Executive Assistant at Waites Financial Services since 2017, where her organizational skills and attention to detail contribute to the smooth operation of the office. She ensures that client needs are met efficiently and excels in supporting her team and our clients with professionalism and dedication. Heather is Life & Health Insurance licensed and holds an associate degree from Anthem College in criminal justice. Family is at the heart of everything Heather does. As a proud mother of eight and grandmother to six, she cherishes every moment spent with her family, whether it’s cheering on her kids at their sporting events or enjoying weekends in the country. When she’s not busy supporting her family or her colleagues, Heather loves to unwind with a good book, finding inspiration and joy in the stories she reads. Heather’s commitment to both her professional and personal life reflects her belief that strong relationships and a supportive community are key to success.
Kelsie Eisenbeis
Kelsie began her career in Marketing and Design in 2021 after graduating from Southern Illinois University Edwardsville with a Bachelor of Science in Graphic Design. Prior to SIUE, she graduated from Crystal City High School in 2017 and earned her Associate’s degree from Jefferson College in 2018.
With a strong foundation in creative strategy, branding, and client communication, Kelsie has developed a passion for helping businesses tell their story with clarity and intention. Her background in design has allowed her to approach business challenges with a unique blend of creativity and analytical thinking. Kelsie is excited to bring her skill set to Waites Financial Services in her new role as Marketing Manager/Business Strategist. She looks forward to strengthening internal processes, supporting growth initiatives, and contributing to the client experience from a strategic, behind-the-scenes perspective. Her goal is to continue growing within the financial services industry while finding innovative ways to support the firm’s long-term vision.
Our Partner: Fran Tarkenton & Tarkenton Financial
Bryan and Ali are proud to work with NFL Hall of Famer and business leader Fran Tarkenton and his team at Tarkenton Financial as authorized, independent representatives. The Waites Financial team has worked closely with Tarkenton for more than 10 years. Through this partnership, Waites Financial Services is able to provide their clients with access to insurance products and strategies that may address their concerns around longevity, market risk, and retirement income, as well as the unique needs of business owners and high net worth individuals.
Tarkenton Financial is independent of Waites Financial Services, Kingswood Wealth Advisors, and Kingswood Capital Partners.