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 and his team are supportive of many charities including the Cystic Fibrosis Foundation, CHOC, The Tiger Woods Learning Center, Hoag Hospital, Hillview Acres Children’s Homes, the MS Foundation and many others. Bob is the Chair of the Board of Counselors for Chapman University. 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 has been a Financial Advisor with Northwestern Mutual 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 has been a Financial Representative with Northwestern Mutual since 1999.  As a Financial Representative Jonathan prides himself on assisting his clients by helping them protect and provide for the people they care about most.  In addition to his busy practice, Jonathan also maintains the role of Chief Development Officer for The Waltos Group.  Jonathan specializes in both personal and business needs analysis, and he enjoys providing guidance that will have positive impacts on families and businesses for years to come.  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 graduated from the University of California, Berkeley in 1981 and has been affiliated with the Northwestern Mutual Financial Network for over 26 years.  Wealth accumulation and tax reduction strategies are the areas he specializes in with high income/high net worth clients.  He also specializes in the design and implementation of unique benefit programs for business owners and self employed entrepreneurs. 

Ira's family comes first and beyond that, he enjoys coaching sports teams and being actively involved in the Dana Point and Laguna Niguel communities. 

John has been a Financial Representative with Northwestern Mutual for over 13 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 a competitive triathlete.

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 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.

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

Scott has been helping his clients reach their goals for over 15 years.  His goal is to help individuals, families, and business owners design strategies for accumulating wealth and protecting their futures by understanding them better than anyone else, and creating long term relationships. He was born and raised in Orange County, and loves cycling, playing squash and beach volleyball.  But most of all enjoys spending time with family and good friends.

Ken Gallagher, CFP, CLU, ChFC, has been a Financial Advisor with Northwestern Mutual Financial Network since 2002. His specialty is working with individuals looking ahead to their retirement years, as well as those who are already enjoying them. Ken has a keen eye for ways to help his client not only accumulate wealth, but to also shelter net worth from unnecessary taxation. He has a passion for his work, tirelessly reading financial journals in order to stay current with the latest news and product information. In his private time, Ken enjoys spending time with family, especially on the golf course.

George Eastman, CLU, grew up in the Pasadena/San Marino area and graduated from Stanford University in 1959. He has been assisting clients with their insurance and financial requirements for over 40 years. He joined the Northwestern Mutual Financial Network in 2003 to better serve his clients in the areas of Personal and Estate Planning, Employee Retirement Benefits and Group Insurance Benefits. George was the President of the Orange Coast Estate Planning Council in 2007 and Past President of various other life and employee benefit associations in Orange County. George moved to Orange County in 1961, after active duty in the Air Force.  He and his wife, Kate, live in Corona del Mar and have three Daughters and 11 Grandchildren.

Linda has been helping her clients reach their goals for over 10 years.  Her goal is to live purposefully everyday and being valued by her clients as a trusted financial professional.  She creates financial security by protecting clients’ assets and accumulating wealth. Things she values are her family, time (especially others), education, listening, communicating openly and finding ways to serve others.    Linda lives with her husband, Mark, in Ladera Ranch, along with their four children.  She is active in community children’s theatre as a choreographer for over 20 years and a Corporate Sponsor Committee Member for the Childhelp OC Chapter, working for the prevention and treatment of child abuse.

Kate is a Field Director with the Waltos Group, and has been with Northwestern Mutual Financial Network for over 10 years. Kate plays an integral role in the continued growth of the team through recruiting/selection, business development, and working with clients to secure their financial futures. Her mission is to create a path for individuals to achieve their true desires personally, professionally, and financially. Kate is very active in the Orange County area through her involvement on the board of the Multiple Sclerosis Society - Pacific South Coast Chapter, UCI Merage School of Business Center for Investment and Wealth Management, CSUF Mihaylo College of Business Sales and Leadership Center, Chapman University MBA program, and Laguna Niguel Presbyterian Church. Kate is originally from Michigan and a graduate of Western Michigan University. Kate has two young daughters and resides in Irvine. She is a health enthusiast with a passion for running, and is a member of the 50 States Marathon Club.