Congratulations
Waller Financial would like to congratulate Sandy Vidosh for receiving a Lifetime Membership from Weight Watchers in January 2009.  Sandy began the program in October 2007.  Through her outstanding commitment and work ethic, she lost 55 pounds and shed 4 pants sizes.  The whole Waller Financial team has been inspired by her efforts and wishes her the best in her new healthier lifestyle!

Promotions
Waller Financial congratulates Jason Farris and Chris Olsgard, each of whom have been promoted to the role of Senior Planner.  Mr. Farris and Mr. Olsgard, who both joined Waller Financial in 2004, will manage all aspects of client relationships including financial plan development and investment management. 

Holiday Office Schedule
In observance of the holidays, Waller Financial Planning Group’s offices will be closed Monday, May 25 in observance of Memorial Day.  The offices will also be closed Friday, July 3 in observance of the Fourth of July holiday

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