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The Waltos Group Management Team
—Bob Waltos The Waltos Group network office management team:
Jonathan Fagan began his career with The Waltos Group as a financial representative intern while attending his junior year at CSU Long Beach. Upon graduate in 2003, he became a full time financial representative. In addition to his role as a financial representative, Jonathan serves as the Chief Development Officer for the network office.
Steve has been a financial representative since 1999. In addition to his role as a financial representative, Steve serves as the Director of Development for the network office. Steve assists in the recruitment and selection process in order to build a cohesive unit of productive full-time financial representatives. Steve resides with his wife, Maria and two energetic boys, James, born in 2000, and Grant, born in 2003, and their beautiful little girl, Julia, born in 2005, in Orange County.
Kate Eder has been with Northwestern Mutual Financial Network since 1998. During that time, Kate has served in various field and home office capacities, including recruiting, consulting, coaching, and development. Kate is passionate about introducing high caliber individuals to The Waltos Group, determining if our office is the right fit for them, and helping coach and develop them to meeting their commitments and aspirations. She lives The Waltos Group value of stewardship through her involvement with the National MS Society, Pacific Coast chapter, and as being an ambassador for the Western Michigan University Alumni Association for Orange County.
Brian Forth has been a Financial Representative with Northwestern Mutual Financial Network since 2001. Before becoming a Financial Representative, Brian Forth was a college student. He was introduced to the Northwestern Mutual Financial Network through a student-athlete career advisor at Arizona State University. He now serves as a Field Director for The Waltos Group.
Ken has been a part of Northwestern Mutual Financial Network since 2002. In addition to his role as a finanial representative, he serves as a Field Director, assisting in the recruitment and selection process in order to build a cohesive unit of productive full-time financial representatives for The Waltos Group.
Ira joined Northwestern Mutual Financial Network in 1981. Ira shares his wealth of experience as a mentor for other financial representatives and serves as a Field Director for The Waltos Group.
Paul Glowienke has been part of The Waltos Group since 2002 and serves as a Field Director. Paul and his wife Jillian have been married for more than 22 years and truly enjoy living in Corona del Mar, California.
Josh serves as the Chief Development Officer for The Waltos Group's internship program. For the twelfth consecutive year, the Northwestern Mutual internship program has been named a top ten program by the internship experts at Vault, Inc. To learn more about the program and internship opportunities available at The Waltos Group, Visit the campus corner.
Erik is a graduate of California State University, Long Beach with double majors in Business Management and Finance. He has been a member of The Waltos Group since 2005. As a College Unit Director, Erik leads a group of energized college interns.
Paul has been a part of The Waltos Group since 2000. He lies with his wife, Juanita and their daughter, Antonio in the Santiago Community of Santa Ana. He is an active member of his community, having been a Big Brother for the Big Brothers of Orange County for two years and a member of the Orange County Hispanic Chamber of Commerce, serving on both their Ambassadors and Job Fair Committees.
Kyle has been a financial representative since 2001 and serves as a college unit director for the network office.
Michael Oliver serves as a College Unit Director for The Waltos Group. In this capacity, he leads a group of energized college interns taking part in "One of America's Top Ten Internships for 2008. Oliver graduated with a Bachelor of Science degree in Communication from the California State Polytechnic University, Pomona with an emphasis in Public Relations and Marketing. While at Pomona, he competed in intercollegiate basketball and baseball for the Broncos. It was at Pomona where he developed a passion for financial services working in the University's financial aid department.
As Technology Coach, Misty is part of the leadership team at The Waltos Group. She develops the effective use of technology in the network office and integrates technology into the financial representatives’ practices. She accomplishes this through individual coaching, action plans, and classroom training.
As Director of Campus Selection for The Waltos Group, Shelby promotes our internship program and full-time positions to the community and surrounding Universities. Through her involvement, Emily is introduced to quality candidates, assists in determining if the position is right for them, and further assists in the contracting, licensing, and development of their business.
As Director of Operations of The Waltos Group, Shari Koch is responsible for keeping the company up and running from facilities and technology upgrades to managing operating budgets and finding efficiencies to make everyone's job easier. As part of the leadership team, Shari is also integral to maintaining and enhancing the satisfaction of clients. Shari has been with this Network Office since 1995 and is regarded as a valuable team member by everyone at The Waltos Group.
As the Director of Network Office Supervision, Dawn Murphy supervises the activities of financial representatives and their employees with respect to laws, regulations, and company rules related to insurance and securities sales practices. Dawn, a member of the internal leadership team, is focused on ensuring that all business pertaining to the clients of The Waltos Group is appropriately managed by their financial guidance team. Additionally, Dawn is the operations manager for all Northwestern Mutual Investment Services, LLC transactions at The Waltos Group.
As Director of Marketing and Communications, Sara Forth is part of the leadership team at The Waltos Group. She is committed to supporting Bob Waltos' efforts to reach out and be involved in the local Orange County community. Sara dedicates her time to various external marketing efforts that help create awareness for the entire team at The Waltos Group, including sponsorships of the annual Toshiba Golf Classic in Newport Beach and OC Metro Magazine's yearly Hottest 25 People in Orange County event.
As Executive Assistant to Managing Partner Bob Waltos, Brittany Hambright is part of the leadership team at The Waltos Group. She is committed to supporting Bob Waltos' efforts to make the local network office one of the best places to work in Orange County. The Waltos Group district network office management team: The Waltos Group—Inland Empire
The Park Financial Group
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Bob Waltos credits the success of The Waltos Group to the strong leadership within the network office and district network offices, located in Cerritos and Riverside.
Jonathan Fagan
Steven Lindholm
Kate Eder 
Brian Forth
Ken Gallagher
Ira Hermann
Paul Glowienke
Josh Buttrey
Erik Gomez
Paul Castillo
Kyle Kierulff
Michael Oliver
Misty DeLomba
Shelby Olsen
Shari Koch
Dawn Murphy
Sara Forth
Brittany Hambright
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