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

 

Staci Sandquist, CPA, 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)

 

 

 

 


Waldman BrosWoman at Airport

 

We specialize in sound financial plans and affordable insurance for your family, your business, your life.

Sign up for our Newsletter