Our Advisory Team

There is a reason Waldman Bros has been in business for over 70 years. We have built a reputation for dedication to customer service while giving our clients professional guidance and experienced recommendations. Clients feel properly covered, wisely invested and confident when they rely on Waldman Bros.

 

Leigh Bennett, Employee Benefits Advisor
 With 12 years experience as a professional development corporate trainer, and five years experience in advertising, Leigh Bennett brings her keen awareness of clients’ needs to Waldman Bros. With her proactive approach to exceeding clients’ expectations, Leigh is driven to provide superior customer service by building strong and lasting relationships.

Learn More »Leigh Bennett, Employee Benefits Advisor

 

Ilona Galstyan, Vice President, Private Wealth Management and Investment Advisory Division
 Ilona joined Waldman Bros in 2009. She received a Bachelor of Science degree in Public Financial Management at Indiana University through the School of Public and Environmental Affairs. She also received a minor in French and a Business Certificate from the Kelley School of Business.

Learn More »Ilona Galstyan, Vice President, Private Wealth Management and Investment Advisory Division

 

Donna Brittin, CIC, CISR, ACSR, Vice President, Commercial Insurance Division
 A producer and account manager, Donna Brittin helps develop effective client relationships by taking the time to understand clients' needs. She is a true advocate for our clients and prides herself on providing one more level of customer service.

Learn More »Donna Brittin, CIC, CISR, ACSR, Vice President Commercial Insurance Division

 

Eric Goldberg, Property & Casualty Advisor
A Dallas native, Eric Goldberg graduated from the University of Texas at Austin with a degree in Psychology and a minor in Business. His work in commercial real estate after graduation with his focus on retail investment sales and close ties with investors and developers has enabled him to transition well into a key role as Property and Casualty Advisor at Waldman Bros.

Learn More »Eric Goldberg

 

Bobby Goodman, Insurance Advisor
 A Dallas native, University of Texas alum and co-owner of Goodies from Goodman, Bobby Goodman joins Waldman Bros as an Insurance Advisor. His experience in running a successful business means he is uniquely qualified to understand the challenges business-owners face.

Learn More »Bobby Goodman

 

Chuck Goodman, Insurance Advisor
As President and co-owner of Goodies from Goodman with his brother, Bobby, Chuck has been a Waldman Bros customer for over 35 years, with family ties going back even further.

Learn More »Julie LaMonte, CBC, Sr. Vice President, Employee Benefits Division

 

Katie Middleton, Account Executive
 Shortly after graduating with a BBA in Entrepreneurship from the University of North Texas, Katie Lee became a Financial Sales Representative with Northwestern Mutual and later with Mass Mutual.

Learn More »Staci Sandquest

 

Melanie Rasansky, Employee Benefits Advisor
 As an Employee Benefits advisor, Melanie uses her passion for relationship building to deliver the highest level of service to clients of Waldman Bros. She strives to develop a personal relationship with each and every client that she works with.

Learn More »Melanie Rasansky, Employee Benefits Advisor

 

RITA ROLF, EMPLOYEE BENEFITS ACCOUNT EXECUTIVE
 With over 30 years experience as an Employee Benefits professional, Rita prides herself on her ability to develop enduring client relationships. She focuses on helping her clients develop well-rounded benefits plans using her extensive product knowledge.

Learn More »Rita Rolf

 

Tina Sparks, CIC, ACSR, Commercial Account Executive
 Tina began her insurance industry career in 2000. She soon started climbing the insurance ladder by earning the Accredited Customer Service Representative designation offered by the Independent Insurance Agents & Brokers of America, and the esteemed Certified Insurance Counselor designation from the National Alliance.

Learn More »Tina Sparks, ACSR, Senior Vice President (Commercial Lines)

 

Lisa Test*, Vice President, Financial Services Division
Lisa Test has 24 years experience in the financial securities industry and has been with Waldman Bros for over 10 years. She holds a BA from the University of North Texas.

Learn More »Lisa Test Vice President

 

 

 

 


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