Charles A. Kerwood, III, CFP ®, ChFC - President

Charlie Kerwood, principal, serves as President of Waller Financial. Charlie oversees all aspects of the firm including operations, management, and client service. Charlie also serves as a Senior Financial Planner, providing financial oversight and guidance for several of the firm’s clients. Charlie first joined Waller Financial in 1990 as a Financial Services Intern. Charlie is also active in the community, serving as a member of the Tri-Village Lions Club, York Lodge #563, and the Ohio State University Alumni Association. Charlie graduated from The Ohio State University, receiving Bachelor of Science degrees in Business Administration with majors in International Business, Economics, and Finance.

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