Scott Rendle, CFP®
Scott joined the firm in 2000 as a Financial Services Associate and was promoted to a Senior Planner in 2004. Mr. Rendle is responsible for several areas of the financial planning process, including the preparation and presentation of financial plans. Scott manages client relationships, including conducting regular client review meetings, analyzing financial decisions and opportunities, and fielding day-to-day client questions.
Scott lives in Grove City with his wife Rachel, their children Nicholas and Matthew, and their dogs, Woody and Scarlet. He is an enthusiastic Ohio State fan and an avid golfer. Scott also enjoys reading, movies, and spending time with family and friends.
Kathy Kincaid, CFP®
Kathy joined the firm in 2002 as a Financial Services Associate and was promoted to a Senior Planner in 2004. Mrs. Kincaid develops and maintains all aspects of client relationships, including financial planning development, investment management, conducting review meetings, and fielding day-to-day client questions.
Kathy is a passionate Ohio State football and Columbus Blue Jackets fan, and enjoys spending free time with friends and family. Kathy lives in Dublin with her husband Rob, and two children Maddie and Elliott. The Kincaid family recently expanded with the addition of their Labrador retriever, Luna.
Sandy joined the firm in 2005 to fulfill the role of Executive Assistant. Sandy excels in her role by greeting every guest whether on the phone or in person with a shining smile and bright attitude. She also provides support for our staff, maintains daily office operations, and serves as a planner for Waller Financial’s client appreciation and staff events. Sandy spearheads the firm’s Make a Difference Day.
Sandy and her husband, John, reside in Galloway, Ohio where they continue to embrace their empty nest. Makayla graduated Suma Cum Laude with a degree in Early Childhood Education from Waynesburg University. She is a Kindergarten teacher with Teach for America in Memphis, TN. She is making her mark by inspiring greatness in little minds to effect change in under-resourced urban and rural public areas. Dalton is an honor student and a junior at Muskingum University with a double major in Public Accounting and Business Finance. He continues to perform with the universities Wind Ensemble as a Percussionist. With Sandy and John’s increased free time with not being as involved in their children’s activities, they enjoy dining at new restaurants and exploring not only local events in the Columbus area but now in Memphis. Sandy enjoys photography, scrap booking, movies, organizing projects and spending time with friends and family, all while continuing to cheer on her Buckeyes and Steelers.
Emily Destefani, RP®
Financial Services Assistant
Emily joined the firm in 2012 as a Financial Services Assistant. Her 21 years of experience supporting financial services in the areas of Securities, Insurance and Compliance in Ohio and Pennsylvania adds valuable breadth to the firm. In her role, Emily assists in operations, provides support to our financial planners and delivers exemplary customer service.
Outside of the office Emily enjoys participating in her local movie club, bike riding, outdoor activities and volunteering. At St. Paul the Apostle Church, she assists in facilitating the Come Home program. Emily resides in Dublin and has one son, Alec, who is an Engineer at Zimmer Biomet in Lafayette, Colorado. Emily’s favorite vacation was a 10-day trip to Greece with her son in May 2015.
Mary Sue Pichert, RP®
Financial Services Assistant
Mary Sue joined the firm in 2012 as a Financial Services Assistant. With over a decade of experience in the financial services industry, she brings an array of skill sets to the firm. In her role, Mary Sue will support the firm through assisting operations, providing support to our financial planners, and delivering exemplary customer service. The opportunity to align Mary Sue’s commitment to service with her profession attracted her to the financial services.
Mary Sue resides in Worthington and is a proud parent of three children. In her free time, Mary Sue enjoys reading and volunteering.
Kristen joined our firm in 2015 as Brand Manager. Her roles include coordinating the delivery of information from Waller Financial Planning Group to our clients and the public. She monitors and updates our website and social media. Kristen reviews and edits all written materials that go out to the public. She also organizes the editorial calendar content for blogs and newsletters, while coordinating with the partners and planners.
Kristen currently resides in Powell. She was born and raised in Ohio, and has no plans of moving in order to be close to family.
Information Systems Coordinator
Ben joined the firm in 2015 as Information Systems Coordinator. Ben’s roles include managing the firm’s systems and processes, through the selection, installation and integration of multiple systems such as asset management software, financial planning software and custom client portals.