Our Management 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.

 

Jason K. Feinglas*, CFA, Senior Vice President, Investment Advisory Division
 A Chartered Financial Analyst, Jason joined us as a securities assistant in 2002, and grew to achieve his management position in our Investment Advisory Division in 2008. He has excellent relational skills and truly understands our clients’ needs.

Learn More »Jason K. Feinglas, CFA, Sr. Vice President Investment Advisory Division

 

Kelley Followwell*, Senior Vice President, Financial Services Division
 Kelley joined Waldman Bros in 1996 as a receptionist and moved into her current role in 2003. Her rapid rise is due, in large part, to the way in which she treats her Waldman Bros clients, along with her vast financial services knowledge.

Learn More »Kelley Followwell, Sr. Vice President of Financial Services

 

Julie LaMonte, CBC, Senior Vice President, Employee Benefits Division
Julie manages the Employee Benefits division of Waldman Bros.  She has been in the group health insurance business for 26 years.  Before joining Waldman Bros in 2001, Julie was on the insurance company side, managing claim operations and a customer service call center.

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

 

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

 

Staci Sandquist, Senior Vice President, Accounting
 A graduate of Baylor University with a degree in accounting, Staci is a Certified Public Accountant and began her career working in the tax arena. Originally joining Waldman Bros in 1996, Staci began as the accounting manager overseeing all accounting and IT functions.

Learn More »Staci Sandquest

 

Linda Trejo, ACSR, Senior Vice President, Property & Casualty Insurance
 Linda is an Accredited Customer Service Representative. In addition to being an account manager in commercial insurance, she also supervises Waldman Bros' Property and Casualty operations.

Learn More »Linda Trejo, ACSR, Senior Vice President (Commercial Lines)

 

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 their needs. She is a real advocate for our clients and provides one more level of customer service that many agencies do not offer.

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

 

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

 

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

 

Judi Webb, ACSR, Senior Vice President, Personal Insurance Division
 An Accredited Customer Service Representative, Judi provides for our clients in her role as Personal Insurance Account Executive. She is also a key contributor in helping the firm manage its insurance carrier relationships.

Learn More »Judi Webb, ACSR, Senior Vice President (Personal Lines)

 

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

 

 

 

 


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