The Waller Financial Team
Waller Financial Planning Group believes in a team-based approach to financial planning. Waller Financial has developed a team of highly skilled professionals with the right blend of experience in research and planning skills to meet the diverse needs of our clients. The Waller Financial team is comprised of individuals with a wide variety of expertise, including:
• Certified Financial Planner*
• Chartered Life Underwriter
• Chartered Financial Consultant
Click on a team member below to read a full bio.
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Larry Waller,
CLU, ChFC, CFP®
Founder and CEO |
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Charles A. Kerwood, III,
CFP ®, ChFC
President |
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Jason A. Eliason, CFP ®
Chief Operating Officer |
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Todd A. Surgoine, CPA
Senior Financial Analyst |
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Katherine A. Kincaid, CFP ®
Senior Planner |
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Scott E. Rendle, CFP ®
Senior Planner |
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Jason E. Farris, CFP ®
Associate Planner |
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Christopher O. Olsgard, CFP ®
Associate Planner |
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Tiffany R. Shively
Financial Services Associate |
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Shawn R. Ballinger, CFP ®
Associate Planner |
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Benjaman C. Botbyl
Financial Services Associate |
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Caitlin A. O’Sullivan
Financial Services Associate |
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Miranda C. Licursi
Financial Services
Associate |
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Sandra L. Vidosh
Executive Assistant |
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