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| Bob Waltos, CLU, ChFC, CFP, is the Managing Partner of Newport Beach-based Northwestern Mutual Financial Network/The Waltos Group, who's Financial Representatives offer services in the areas of life and disability income insurance, 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. |
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| Tom Miller has been a Financial Representative with Northwestern Mutual for 10 years. He enjoys working with clients on both the offensive and defensive side of personal needs analysis. This includes working with individuals to help them with their life and disability insurance, as well as the accumulation of assets in an efficient manner for future financial needs. |
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| Jonathan Fagan has been a Financial Representative with Northwestern Mutual since 1999. As a Financial Representative, he thrives off organizing busy, successful peoples' finances and specializes in both business and personal needs analysis. Jonathan works closely with all his clients to develop a customized plan that meets their long-term financial goals and objectives. |
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| Tyler Terry has been a Financial Representative with Northwestern Mutual for 12 years. Tyler specializes in personal needs analysis, business needs analysis, and estate analysis. |
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| Ira Hermann graduated from the University of California Berkeley and began his career with Northwestern Mutual Life in 1981. He earned his CLU and ChFC designations in 1994. Additional honors for Ira include 14 years as a Top 10 producer in Northwestern Mutual’s Western Region and 8 years in the national Top 10. |
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| 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, Laguna Beach Board of Realtors and the Huntington Harbor Community. In his ‘free’ time, John is a professional water-skier and is training for his first triathlon. |
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| Curt Carlson has been a Financial Representative with Northwestern Mutual Since 1989. He works primarily with closely-held business owners and professionals to help identify their goals and implement strategic financial game plans. He believes that having a sound financial plan and a good relationship with your Financial Representative is very important. |
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| Craig Lindholm is an Investment Specialist 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 a wealth of personal experience in the area of real estate investments and how they contribute to a diversification strategy. Living in Carlsbad, CA for the past 23 years, Craig is a board member of The Rotary Club of Carlsbad and is a trustee on the Tri-City Hospital Foundation. |
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| John Vande Bossche has been a Senior Investment Specialist with Northwestern Mutual for the past 4 months. Prior to that he worked for an investment advisor in the Carlsbad area. His major focus has been in the investment arena, primarily working in the IRA/trusts/and individual account area. He feels strongly about long term client relationships and solid life needs analysis in all financial areas including risk, investments, retirement, tax, etc. |
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| Paul Glowienke has been with Northwestern Mutual for three years and has led the office in new clients twice. He lives in Corona del Mar with his wife of 21 years, Jillian. Paul Glowienke is a firm believer in appropriate, needs based planning. His clients enjoy the care, competency and commitment that he provides. |
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