Our Executive 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.

 

Howard S. Cohen*, CLU, CFS, Partner, Chairman of the Board
A Chicago native, Howard moved to Dallas and joined the firm in 1970.  He has degrees from Tulane University, The American College and the Institute of Business & Finance.  Howard exudes the highest level of proficiency and professionalism.

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Howard S. Cohen, Partner, CLU, CFS

 

Stephen A. Waldman, CPCU, Partner, Chairman of the Board, Chief Executive Officer
Steve serves as Waldman Bros’ Chief Executive Officer. Having grown up in the family business, he learned how to serve clients with hard work and integrity by watching his father and uncle, and now employs those same values in his daily life.

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Steve Waldman, CPCU, Partner

 

J. Todd Chanon, CIC, Partner, Vice-Chairman of the Board
Having joined Waldman Bros in 1994, Todd became partner after eight years, and now has over 23 years experience in the industry. Todd has a gift for making others feel secure, and excels at providing protection for each client according to his/her needs.

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Todd Chanon, CIC, Partner

 

SCOTT R. COHEN, CERTIFIED FINANCIAL PLANNER PRACTITIONER™, PARTNER, VICE-CHAIRMAN OF THE BOARD, PRESIDENT - FINANCIAL SERVICES, PRIVATE WEALTH MANAGEMENT AND INVESTMENT ADVISORY DIVISION
A Certified Financial Planner™ and Certified Funds Specialist, Scott joined Waldman Bros in 1993. He earned his BA in Economics at the University of Texas at Austin.

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Scott Cohen, Partner, Certified Financial Planner Practitioner

 

Martin A. Golman, Partner
After retiring from an extremely successful career as a wholesale wine and spirits distributor, Martin joined Waldman Bros in 1995 as a producer and rainmaker. As a former business owner, he understands his clients’ unique needs intimately.

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Howard Golman, Partner

 

MELODY S. PEEVY, CIC, PARTNER, CHIEF SALES OFFICER
Melody is a Certified Insurance Counselor and a 16-year veteran of Waldman Bros, having joined us in 1994. With over 20 years experience as a producer and 38 years in the industry, Melody’s areas of expertise include Professional Employer Organizations, Construction and Banking.

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Melody S. Peevy, CIC, Partner

 

Andy Dropkin*, Certified Financial Planner Practitioner™, Partner,
Executive Vice-President - Private Wealth Management and Investment Advisory Division

Andy earned a BBA from the University of Texas. A Certified Financial Planner since 2007, Andy got his start in the restaurant business, moving to the financial side with Brinker International, Inc., where he helped create a new restaurant concept.

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Andy Dropkin, CFP, Vice President Financial Services

 

MICHAEL A. WALDMAN, CEBS, GBA, RPA, PARTNER, PRESIDENT - EMPLOYEE BENEFITS DIVISION
A graduate of the Wharton School at the University of Pennsylvania, Michael earned a BS in Economics with concentrations in Insurance and Risk Management and Operations and Information Management.

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Michael A. Waldman, Vice President Employee Benefits Division

 

Thomas J. Callanan, CPCU, AU, Partner - President, Property & Casualty Insurance
After earning a B.A. degree from the State University of New York at Albany, Tom began his insurance career in 1987. He worked as a multi-line commercial underwriter with several insurance companies including CNA, Safeco, Utica and Kemper, before joining Waldman Bros in 1998.

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Tom Callanan, President Property & Casualty Insurance

 

 

 


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