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larry team

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


Click on a team member below to read a full bio.

waller Larry Waller,
CLU, ChFC, CFP®

Founder and CEO
kerwood Charles A. Kerwood, III,
CFP ®, ChFC
President
eliason Jason A. Eliason, CFP ®
Senior Vice President &
Chief Operating Officer
     
surgoine Todd A. Surgoine, CPA
Controller
kincaid Katherine E. Kincaid, CFP ®
Senior Planner
rendle Scott E. Rendle, CFP ®
Senior Planner
     
farris Jason E. Farris, CFP ®
Senior Planner
olsgard Christopher O. Olsgard, CFP ®
Senior Planner
shively Tiffany R. Shively
Administrative Operations Manager
     
ballinger Shawn R. Ballinger, CFP ®
Senior Planner
vidosh Sandra L. Vidosh
Executive Assistant
   
     
         
     

 

941 Chatham Lane Suite 212, Columbus, OH 43221
Phone: 614-457-7026 Fax: 614-457-0911
Email: svidosh@waller.com