Waller Financial Planning Group Team

The Partners at Waller Financial

Charles Kerwood, III CFP®, ChFC®, AEP®

Charles Kerwood, III

CFP®, ChFC®, AEP®

Jason Eliason CFP®, ChFC®, CFA®

Jason Eliason

CFP®, ChFC®, CFA®

Jason Farris CFP®, CAP®

Jason Farris

CFP®, CAP®

Chris Olsgard CFP®

Chris Olsgard

CFP®

The Planners & Staff at Waller Financial

Scott Rendle CFP®, Senior Planner

Scott Rendle

CFP®, Senior Planner

Katherine Kincaid CFP®, Senior Planner

Katherine Kincaid

CFP®, Senior Planner

Sandy Vidosh Executive Assistant

Sandy Vidosh

Executive Assistant

Emily Destefani FPQP™, Financial Services Assistant

Emily Destefani

FPQP™, Financial Services Assistant
Mary Sue Pichert FPQP™, Financial Services Assistant

Mary Sue Pichert

FPQP™, Financial Services Assistant
Benjamin Botbyl Information Systems Coordinator

Benjamin Botbyl

Information Systems Coordinator