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The Waltos Group - Northwestern Mutual Financial Network
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Bob Waltos
Bob Waltos
Bob Waltos, CLU, ChFC, CFP, is 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, annuities and other products for personal and business planning. 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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Tyler Terry
Tyler Terry
Tyler Terry has been a Financial Representative with Northwestern Mutual for 12 years. Tyler specializes in personal planning, business planning, and estate planning.
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Jonathan Fagan
Jonathan Fagan
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 planning. Jonathan works closely with all his clients to develop a customized plan that meets long-term financial goals and objectives.
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John Kompaniez
John Kompaniez

John 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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Tom Miller
Tom Miller
Tom Miller has been a financial rep with Northwestern Mutual for 10 years. He enjoys working with clients on both the offensive and defensive side of planning. 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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Lisa Le
Lisa Le
Lisa Le has been a Financial Representative with Northwestern Mutual for 5 years. She enjoys working with small business owners and sales professionals to identify their goals and implement strategic financial game plans. She believes that having a sound financial plan and a good relationship with your planner is very important.
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Ira Hermann
Ira Hermann

Ira 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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Phil Langford
Phil Langford
Mr. Langford, with 25 years of corporate and closely held business experience, specializes in the areas of financial planning, asset & income protection, and tax-favored wealth accumulation strategies.
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