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
 Jonathan FaganChief Development Officer In addition to his role as a financial representative, Jonathan serves as the Chief Development Officer for The Waltos Group. Jonathan Fagan began his career with The Waltos Group as a financial representative intern while attending his junior year at CSU Long Beach. Jonathan enjoys playing golf, traveling, and spending time with his wife, Haley and their two sons, Ryan and Noah.  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.  Kenneth GallagherManaging Director 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.  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.
 Kate EderRecruiter Kate Eder serves as the Director of Recruiting for The Waltos Group. Kate 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 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.  Paul GlowienkeField Director 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.  Ira HermannField Director 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 CastilloField Director Paul has been a part of The Waltos Group since 2000. He lives with his wife, Juanita and their daughters, Antonia and Liliana 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 KierulffCollege Unit Director Kyle has been a financial representative since 2001 and serves as a college unit director for the network office.  Michael OliverCollege Unit Director 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 2009. 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.  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.  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.  Boris KostadinovClient Relations Center Coordinator As Director of Client Relations, Boris Kostadinov is part of the leadership team at The Waltos Group. He oversees Network Client and is involved in training and developing new financial representatives. Boris is involved in monitoring and ensuring that all of the Network Clients needs are met, by providing quality service and building strong and lasting relationships with our policy owners. Boris has also served as a member of the Home Office Client Relations Center development team. He has been a member of The Waltos Group since 2004. Natalie NuchoExecutive Assistant An Executive Assistant to Bob Waltos, Natalie is an integral part of the Management team. Prior to her start at The Waltos Group in 2009, Natalie worked as a recruiter at a Financial Officer retained search firm in San Francisco. She is a graduate of The University of California, Berkeley and is fluent in Arabic and Armenian. At The Waltos Group, her primary focus is to help organize workflow while furthering the group objectives and outreach within the community.  Shelby OlsenDirector of Campus Recruitment 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, Shelby 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. |
