Waller Financial Planning Group Team
Our firm began with the vision of one individual and has grown into a team of financial service experts. We work together to solve the many financial dilemmas that arise throughout one’s lifetime. Our team-based approach provides clients with the advice and insight of not one CERTIFIED FINANCIAL PLANNER™, but expertise gained from decades of experience. We have developed this approach into a family of professionals dedicated to the service of others.
The Partners at Waller Financial
Charles Kerwood, III
CFP®, ChFC®, AEP®
Jason Eliason
CFP®, ChFC®, CFA®
Jason Farris
CFP®, CAP®
Chris Olsgard
CFP®
The Planners & Staff at Waller Financial
Scott Rendle
CFP®, Senior Planner
Katherine Kincaid
CFP®, Senior Planner
Sandy Vidosh
Executive Assistant
Emily Destefani
FPQP™, Financial Services Assistant
Mary Sue Pichert
FPQP™, Financial Services Assistant
Kristen Rhine
Brand Manager
Benjamin Botbyl
Information Systems Coordinator