Waller Financial Planning Group, Inc.

Description

Address: 941 Chatham Ln # 212, Columbus, OH 43221 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (614) 457-7026: : : Category: : Website: : Place name: : Website: http://www.waller.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Waller Financial Planning Group, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

Waller Financial Planning Group, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Waller Financial Planning Group, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Waller Financial Planning Group, Inc. Employees

Employee
Years
Job
Industry
Emily Destefani Emily Destefani Columbus, Ohio Area Details
Emily Destefani's Waller Financial Planning Group, Inc. Experience December 2012 - Present
Job Experienced Admin in Securities, Insurance and Compliance
Industry Financial Services
Experience
Waller Financial Planning Group, Inc.   December 2012 - Present
Columbus Financial Group  June 2011 - April 2012
Asset Management Consultants   June 2005 - June 2011
Cashdollar & Associates   April 1996 - June 2005

Education
College for Financial Planning   1999 — 1999
Registered Paraplanner®

Columbus State   1989 — 1992
Associate's degree, Secretary Technology

St. Francis DeSales   1984 — 1988
HS Diploma

Jason E. Farris, CFP® Jason E. Farris, CFP® Columbus, Ohio Area Details
Jason E. Farris, CFP®'s Waller Financial Planning Group, Inc. Experience October 2011 - Present
Job Partner at Waller Financial Planning Group, Inc.
Industry Financial Services
Experience
Waller Financial Planning Group, Inc.   October 2011 - Present
Waller Financial Planning Group, Inc.   September 2004 - October 2011
Waller Financial Planning Group, Inc.   August 2006 - January 2008

Skills
Finance, Financial Planning, Strategic Planning, Management, Investments, Sales, Leadership, Marketing, Customer Service, Financial Analysis

Education
The Ohio State University Fisher College of Business   1999 — 2004
B.S.B.A., Finance

Jason A. Eliason, CFP®, ChFC, CFA Jason A. Eliason, CFP®, ChFC, CFA Columbus, Ohio Area Details
Jason A. Eliason, CFP®, ChFC, CFA's Waller Financial Planning Group, Inc. Experience January 1999 - Present
Job Partner at Waller Financial Planning Group, Inc.
Industry Financial Services
Experience
Waller Financial Planning Group, Inc.   January 1999 - Present

Skills
Strategic Financial..., Corporate Finance, Strategic Planning, Wealth Management, Investments, Financial Modeling, Asset Managment, Banking, Financial Analysis, Portfolio Management, Accounting, Insurance

Education
Ohio Wesleyan University   1995 — 1999
B.A., Economics with Management

Chris O. Olsgard, CFP® Chris O. Olsgard, CFP® Columbus, Ohio Area Details
Chris O. Olsgard, CFP®'s Waller Financial Planning Group, Inc. Experience October 2011 - Present
Job Partner at Waller Financial Planning Group
Industry Financial Services
Experience
Waller Financial Planning Group, Inc.   October 2011 - Present
Waller Financial Planning Group, Inc.   November 2004 - October 2011

Education
The Ohio State University Fisher College of Business   2000 — 2004
B.S.B.A., Finance, Real Estate

Issaquah High School   1994 — 1998
High School

Laura Waller Laura Waller Columbus, Ohio Area Details
Laura Waller's Waller Financial Planning Group, Inc. Experience February 1992 - September 2011
Job Office of Gift Planning at The Ohio State University Foundation
Industry Philanthropy
Experience
The Ohio State University  October 2011 - Present
The Deeper Path Team   March 2014 - Present
Saint John XXIII Catholic Curch   May 2004 - Present
MasterMind to Personal Power   June 2011 - June 2013
Independent Philanthropic Advisor   June 2006 - October 2011
Waller Financial Planning Group, Inc.   February 1992 - September 2011
Staber Industries, Inc.   January 2010 - August 2011
Huntington Trust Company   February 1990 - February 1992
Bank One Trust Company  February 1987 - February 1990

Skills
Public Speaking, Leadership Development, Coaching, Non-profits, Fundraising, Entrepreneurship, Leadership, Organizational..., Volunteer Management, Social Media, Training, Small Business, Management, Strategic Planning, Marketing, Program Development, Policy, Analysis, Nonprofits, Event Planning, Public Relations, Staff Development, Team Leadership, Proposal Writing, Executive Coaching, Team Building, Business Development, CRM, Grant Writing, Philanthropy, Time Management, Start-ups, Project Management, Community Outreach, Project Planning, Personal Development, Social Networking, Strategy, Workshop Facilitation, Program Management, Event Management, Networking, Community Development, Business Planning, Grants, Higher Education, Management Consulting, Government, Editing, Recruiting

Education
The Ohio State University   1983 — 1986
BA, Economics, Chinese

Sandra L. Vidosh Sandra L. Vidosh Columbus, Ohio Area Details
Sandra L. Vidosh's Waller Financial Planning Group, Inc. Experience January 2006 - Present
Job Executive Assistant
Industry Financial Services
Experience
Pier 1 Imports  January 2014 - Present
Waller Financial Planning Group, Inc.   January 2006 - Present
The Container Store  January 2004 - November 2005
PartyLite Gifts Ltd.  January 1990 - December 2003

Skills
Microsoft Office, Team Building, Time Management, Customer Service, Strategic Planning, Public Speaking, Event Planning, Microsoft Excel, Event Management, Retail, Training, Budgets, PowerPoint, Microsoft Word, Sales

Education
The Ohio State School of Cosmetology   1986 — 1988
Managing Cosmetology License, Business, Management, Marketing, and Related Support Services-Cosmetology

The University of Akron   1982 — 1983
Completed coursework towards a Bachelor's Degree in Fashion Merchandise & Marketing, Specialized Sales, Merchandising and Marketing Operations

Charles Kerwood Charles Kerwood Naples, Florida Area Details
Charles Kerwood's Waller Financial Planning Group, Inc. Experience June 1990 - Present
Job Partner at Waller Financial Planning Group, Inc.
Industry Financial Services
Experience
Waller Financial Planning Group, Inc.   June 1990 - Present

Education
The Ohio State University Fisher College of Business   1988 — 1992
B.S.B.A., Finance / Economics / International Business

Scott E. Rendle, CFP® Scott E. Rendle, CFP® Columbus, Ohio Area Details
Scott E. Rendle, CFP®'s Waller Financial Planning Group, Inc. Experience July 2000 - Present
Job Senior Planner at Waller Financial Planning Group, Inc.
Industry Financial Services
Experience
Waller Financial Planning Group, Inc.   July 2000 - Present

Education
The Ohio State University
BS, Family Financial Management