Waller Financial Planning Group Team

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

Financial Services Assistant

Mary Sue Pichert

Financial Services Assistant

Kristen Rhine

Brand Manager

Benjamin Botbyl

Information Systems Coordinator