Associates

At The Waltos Group, we're proud of the success our Financial Representatives have found and know that we would not be successful without them. We share their enthusiasm and drive, and are proud to foster an environment that allows our associates the opportunity to continue to grow.

Meet some of our representatives.

Ira Hermann, CLU®, ChFC®

Wealth Management Advisor

Ira Hermann is one of Northwestern Mutual Financial Network’s leading Financial Representatives based in Newport Beach, Calif. Since joining the Network in 1981, he has achieved a level of success that only a few can enjoy. In fact, he has ranked as one of the company's Top 10 Representatives (1992-2006) and has mentored many others along the way.

In 1999, Ira Hermann began his association with the Cystic Fibrosis Foundation through a client and friend, who is raising two children living with the disease. Since then, he has contributed countless hours and funds to help find a cure.

Ira Hermann is also a committed and enduring supporter of several community groups, including Orangewood Children’s Home, the only emergency shelter in Orange County, Calif., for neglected and sexually, physically or mentally-abused children. He also is an ardent sponsor of Special Olympics and Cystic Fibrosis Foundation.

Curt Carlson

Wealth Management Advisor

Curt has been a financial representative since 1989. He is a graduate of South Dakota State University with a Bachelor of Science degree in Agricultural Business.

Jonathan Fagan

Chief Development Officer

Jonathan Fagan, a 2003 graduate of CSU Long Beach, started his internship at The Waltos Group beginning the summer of his junior year and continued on a part-time basis while completing classes. He became a full-time representatively shortly after graduation.

In just a few years, Jonathan has managed to earn some of the industry most prestigous awards, including the National Sales Achievement Award (2005-2007), Million Dollar Round Table Qualifying Member (2005-2007) and the National Quality Award (2004-2008).

Jonathan and his family are long-time residents of Orange County.

Kevin Healy

Financial Representative

Kevin Healy has been a Financial Representative with Northwestern Mutual Financial Network since 2002. Before becoming a Financial Representative, Kevin Healy was an advertising and marketing consultant for 18 years.

In addition to his role as a financial representative, Kevin serves as the Long-Term Care Specialist for The Waltos Group. He helps individual and corporate clients understand their long-term care insurance needs and designs solutions tailored to their unique situation.

John Kompaniez

Financial Advisor

John Kompaniez has been a financial representatie of The Waltos Group since 1995, starting his financial representative career after graduating with a Bachelor of Arts degree in Business from the University of Redlands. John chose the career because he wanted to be in business for himself and help people protect and reach their financial goals.

Outside of work, John is an avid athlete. He participates in the Tour De Cure for diabetes and enjoys Triathlons and Water ski racing.

Tyler Terry

Financial Advisor

Tyler Terry has been a financial representative with The Waltos Group since 1993. Tyler is a graduate from the University of Arizona where he received his Bachelor's Degree in Finance.

Throughout his career, Tyler has won a number of awards, including the National Sales Achievement Award (1999-2000, 2002-2003, 2006), Million Dollar Round Table Qualifying Member (1997, 1999-2004, 2007-2008), and the National Quality Award (1996, 2000-2008).

Tyler resides in Newport Beach, CA with his beautiful wife Pam and their 3 children Ted, Tom, and Ellie.

Lisa Tran, CFP®

Financial Advisor

Lisa Tran graduated Magna Cum Laude from the University of California in Irvine with a double major in Economics and International Studies and a minor in Management. Upon graduation, she received Phi Beta Kappa recognition and Honors in Economics.

Lisa has a strong commitment to family and community. She enjoys participating in the many community events, sponsored by The Waltos Group, including the Toshiba Senior Classic—one of the largest annual events in Orange County and hosts the finest field of professional golfers all year.

The Toshiba Senior Classic is also a tremendous fundraiser. The tournament has donated more than $7.8 million to charity in the last eight years, by far the most on the PGA Champions Tour. The Waltos Group sponsorship will support Hoag Hospital and several other charities that help improve lives in their own backyard.

Janice Brodin

Recruiter
janice.brodin@nmfn.com

Janice Brodin has been with the Waltos Group since 2008.

Christine Van Zee

Recruiter
christine.vanzee@nmfn.com

Christine Van Zee is a graduate of California State University, Fullerton with a Bachelor of Arts degree in Communications with an emphasis in Public Relations. As a Recruiter with the Waltos Group, she is fortunate to have been charged with the opportunity to recruit highly motivated individuals with an entrepreneurial mindset geared towards helping people reach financial security.