Bob Waltos, CLU, ChFC, CFP, is the Managing Partner of Newport Beach-based Northwestern Mutual Financial Network/The Waltos Group, whose Financial Representatives offer services in the areas of life and disability income insurance, business and estate planning, annuities and other products for personal and business needs analysis. Bob started with Northwestern Mutual Financial Network in 1983 and now serves as Managing Partner with operations in Los Angeles, Orange, Riverside and San Bernardino counties..

Tyler Terry is a Financial Advisor with Northwestern Mutual. He has been with NMFN for 14 years. As a Forum qualifier, Tyler specializes in personal planning, business planning, and estate planning. He is in the business of working with successful individuals and businesses to create, protect, and manage their wealth. Tyler resides in Newport Beach with his wife Pam and their three beautiful children. The Toshiba Golf Classic, benefiting Hoag Hospital, is one of many of his community involvements. Tyler is also a Foundation Board Member at Hoag Hospital, as well as a Chairman for the Hoag Hospital Stag Shoot. He is a Chief of The Dolphin Nation Indian Guides and is a Coach for his son’s soccer team. He and his family are active members of St. Andrews Church in Newport Beach.

Jonathan Fagan has been a Financial Representative with Northwestern Mutual since 1999. As a Financial Representative, he thrives off of organizing busy, successful peoples finances, and enjoys providing guidance that will have positive impacts on families and businesses for years to come. Jonathan specializes in both business and personal needs analysis. Orange County is not only where Jonathan’s work is, it is also where he and his family call home. He enjoys giving back to the community through his various charity involvements, including the Toshiba Classic and the Cystic Fibrosis Foundation (CFF).

Ira Hermann graduated from the University of California at Berkeley in 1981 and has been affiliated with the Northwestern Mutual Financial Network for over twenty-five years. Wealth accumulation and tax reduction strategies are the areas he specializes in with high income/high net worth clients. Coaching sports teams and being actively involved in the Dana Point and Laguna Niguel communities are some of Ira's passions outside the business.

John Kompaniez has been a Financial Representative with Northwestern Mutual for over 10 years. He specializes in helping small business owners and high-net worth individuals accumulate and protect their hard-earned assets. Along with focusing on his client’s futures, he is an active participant in his community. He supports the Tour de Cure Diabetes Foundation, and the Huntington Harbor Community. In his ‘free’ time, John is a professional water-skier and is training for his first triathlon.

Craig Lindholm is a Wealth Management Advisor with the Northwestern Mutual Financial Network. Through the use of comprehensive personal needs analysis he works with individuals, families and small business owners to manage their investment portfolios, retirement analysis, executive benefits and succession planning. Craig also brings to his client relationships extensive personal experience in the area of real estate investments and how they contribute to a diversification strategy. Living in Carlsbad, CA for the past 24 years, Craig is President-Elect of The Rotary Club of Carlsbad and a trustee on the Tri-City Hospital Foundation in Oceanside.

John Vande Bossche is a Wealth Management Advisor with the Northwestern Mutual Financial Network. John is committed to helping clients achieve their financial goals by gaining a clear understanding of those goals and then developing a customized comprehensive wealth accumulation and preservation plan to achieve them. He feels strongly about long term client relationships and solid life needs analysis in all financial areas including risk, investments, retirement, tax, etc. John is a board member of the Yorba Linda Sunrise Rotary Club and enjoys mountain biking and music in his spare time.

Brian Forth has been a financial representative with Northwestern Mutual since 2001. In his practice, Brian works with successful professionals and businesses, helping them to create, protect, and manage wealth. Brian calls on the full capabilities of the Northwestern Mutual Financial Network, providing his clients with financial services that allow them to feel assured that their intentions have been understood and that their needs are being addressed. Brian also serves as the Legislative Chair for the Orange County chapter of the National Association of Insurance and Financial Advisors (NAIFA). He is a graduate of Arizona State University where he was a four-year letter winner with the football team. He resides in San Clemente with his wife, Sara.

Bill Pollak graduated from Rice University in 1969. He served four and one-half years in the United States Marine Corps, flying in F4 Phantom squadrons in California and Southeast Asia. He and Patty are the proud parents of two sons and reside in Irvine. Since 1974 Bill has been bringing conviction and clarity to his customers as, the two of them together prepare for financial tsunamis.

Steve Lindholm helps successful individuals, business owners and institutions find the time to make smart decisions about money. He does this by helping to identify and prioritize the values that each individual brings to the table and compare them to the financial actions they are currently taking. Steve understands that his client's success in achieving their financial goals is driven by a series of critical decisions. These decisions must be based on understanding and commitment. Steve is excited and passionate about helping people understand various tools and strategies that can serve to fulfill their objectives. He feels that this education process is the key to long-term motivation, commitment, and ultimate success.

Nick Pierson is the Retirement and Pension Specialist with The Waltos Group. He became a Financial Representative of Northwestern Mutual in 1977. His mission is to provide expert guidance for his clients and those of the Financial Representatives with whom he works. Nick has been in the business of working with successful business owners for over 30 years. Business owners work with Nick because of his personal/professional integrity, his commitment to them and his professional expertise.

Mark Bann owned a successful emergency vehicle business in the Southern California area for 14 years. After an early retirement, two senior members of his family required long term care. This need developed into a strong interest in the long term care industry. He became a licensed insurance agent in 1999. Mark's business serves the Southern California area. Mark is happy to provide his knowledge and understanding to other individuals and families in need of long term care. He is dedicated to his clients and enjoys the satisfaction in helping people with their long term care planning.

My mission as a Northwestern Mutual Financial Network Representative is to help you identify your current financial picture with your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop enduring relationships with my clients.