Meet Our Team

Home 9 Our Team
Our team of trusted professionals is dedicated to providing you with the highest level of personalized service. Each team member brings a set of experience, skills and knowledge to deliver custom wealth solutions tailored to help meet your needs.

*You can see what service aspects our team members take part in by matching the colors of their contact cards below, with the colors of Our Clients Support Pyramid.

Our advisors, leadership, and client services are focused on the needs of our clients.

Jon Wax, CFP®

President and Chief Executive Officer

View Profile

Brian Carr, CFP®

Wealth Advisor

View Profile

Linda Kalies, CRPC®

Wealth Advisor

View Profile

Yeon “Yen” Thomas

Director of Operations

View Profile

Alec Bogen

Registered Relationship Manager

View Profile

Brooke Bastarache

Registered Relationship Manager

View Profile

Cassie Hart

Executive Assistant

View Profile

Careers at Waller & Wax Advisors

Thank you for your interest in employment opportunities at Waller & Wax Advisors. If you are interested in possible future opportunities please send your cover letter and resume to info@wallerandwax.com. We will be in touch if a role becomes available that matches your skills and experiences. See below for current openings.

Impactful Wealth Management

Experience what sets Waller & Wax apart, advocacy and care beyond standard process.