The Waltos Group |
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Contact Us1500 Quail St Ste 600 Office: 949-863-5800 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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Management Team
 Steven LindholmManaging Director 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.  Charles T MarcianoManaging Director The Waltos Group—Inland Empire is our district network office located in Riverside, CA and is headed by Managing Director, Charles Marciano.  Thomas A Miller, CLU®, ChFC®, CASL, CFP®Life Insurance Specialist Tom Miller has been a financial representative with The Waltos Group since 1995. He is a Managing Director and a Life Insurance Specialist, two very distinguished titles. He is a graduate of California State University, Long Beach with a Bachelor of Arts degree in Liberal Education. Tom began his career with The Waltos Group as an intern while in college. He was attracted to the career because he wanted to have the ability to be in control and to be able to dictate his own level of success. Tom spends most of his free time with my family. Tom and his wife, Kathy have been married for nine years. They have two daughters, Summer who is seven and Sienna who is five years old. They like to work out a lot so finding that free time during the week is always a challenge but something they do to have balance in their lives.
 Kenneth GallagherLong Term Care Specialist Ken has been a part of Northwestern Mutual Financial Network since 2002.
 Brian ForthField Director 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.  Edward LeeCollege Unit Director Edward Lee has been with The Waltos Group since 2007. He is a graduate from the University of California at Los Angeles (UCLA) with a degree in Political Science. Edward began his career after playing golf professionally for 7 years. He has played in multiple PGA Tour events as well as on the Canadian Tour. He was attracted to the career because it mirrors the work ethics and individuality of professional golf. He also enjoys the ability to work creatively with individuals, familie, and businesses in creating financial strategies to reach financial goals.
He is currently a College Unit Director, and helps train and develop interns at Nortwestern Mutual, one of America'sTop 10 internship programs, according to Vault Guide to Internships, 2007 edition.  Jimmy CusimanoCollege Unit Director Jimmy Cusimano has been a financial representative with the Waltos Group since 2007. He is a graduate of the University of California, Irvine with a Bachelors of Arts in Cognitive Psychology and a Minor in Business Management. Jimmy was attracted to the career of a financial rep because he wanted the ability to run his own professional business. Through the Northwestern Mutual internship, he found that working with individuals to create financial security while meeting and working with people from all different professional backgrounds was something that he enjoyed and wanted to further pursue.
Jimmy is currently the College Unit Director in the Waltos Group Network office and enjoys playing sports, keeping close ties with his college & non-profit organizations, and has also developed a passion for culinary arts.  Kyle KierulffCollege Unit Director Kyle has been a financial representative since 2001 and serves as a college unit director for the network office.  Misty DeLombaDirector of Development As a member of the Development Team, Misty is part of the leadership team with the Waltos Group. She assists the new financial representatives with various aspects of their businesses including technology, marketing, and practice management. She has been a member of the Waltos Group since 2007.
 Sara ForthDirector of Marketing and Communications 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.  Shari KochFinancial Officer 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.  Dawn MurphyOperations Manager 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. |
