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™ Professional
• Chartered Life Underwriter
• Chartered Financial Consultant
• Chartered Financial Analyst®
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 ®, ChFC ®, CFA ®
Senior Vice President &
Chief Operating Officer |
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Todd A. Surgoine, CPA
Controller |
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Katherine E. Kincaid, CFP ®
Senior Planner |
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Scott E. Rendle, CFP ®
Senior Planner |
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Jason E. Farris, CFP ®
Senior Planner |
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Christopher O. Olsgard, CFP ®
Senior Planner |
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Tiffany R. Shively
Administrative Operations Manager |
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Shawn R. Ballinger, CFP ®
Senior Planner |
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Sandra L. Vidosh
Executive Assistant |
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