Bob is the Managing Partner of Newport Beach-based Northwestern Mutual/The Waltos Group, whose more than 120 Financial Representatives offer services in the areas of life and disability income insurance, business and estate planning, annuities and other products for personal and business needs analysis. Bob and his firm are supportive of many charities including Chapman University, The Cystic Fibrosis Foundation, CHOC, The Tiger Woods Learning Center, Hoag Hospital, Hillview Acres Children’s Homes, the MS Foundation and many others. 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.

Tyler Terry has been a Financial Advisor with Northwestern Mutual for 14 years. As a Forum qualifier, Tyler specializes in personal planning, business planning, and estate planning. He is in the business of working with successful individuals and businesses to create, protect, and manage their wealth. Tyler resides in Newport Beach with his wife Pam and their three beautiful children. The Toshiba Golf Classic, benefiting Hoag Hospital, is one of many of his community involvements. Tyler is also a Foundation Board Member at Hoag Hospital, as well as a Chairman for the Hoag Hospital Stag Shoot. He is a Chief of The Dolphin Nation Indian Guides and is a Coach for his son’s soccer team. He and his family are active members of St. Andrews Church in Newport Beach.

Jonathan has been a Financial Representative with the Waltos Group since 1999. He was named Chief Development Officer for the Waltos Group in 2009. As Chief Development Officer, Jonathan is committed to the successful development of new Financial Representatives as well as the valuable execution of various agency procedures and practices. Jonathan began his Northwestern Mutual career as an intern while in college, at California State University, Long Beach, and was recognized with many honors. Jonathan has always maintained a thriving personal practice as a Financial Representative with the Waltos Group, and has been recognized as the Runner Up in the Bronze Category for the Western Region in 2004, and number three in the Silver Category in 2005. He achieved Pacesetter First 40 and Second 60, and has been a qualifying MDRT member from 2004-2009.

John has been a Financial Representative with Northwestern Mutual since 1995. 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, the Huntington Harbor Community and is a member of the Balboa Bay Club. In his ‘free’ time, John is a professional water-skier and is a competitive triathlete. John also enjoys mountain and road cycling as well as spending time with his wife and daughter.

Craig Lindholm is a Wealth Management Advisor with the Northwestern Mutual Financial Network. Through the use of comprehensive personal needs analysis he works with individuals, families and small business owners to manage their investment portfolios, retirement analysis, executive benefits and succession planning. Craig also brings to his client relationships extensive personal experience in the area of real estate investments and how they contribute to a diversification strategy. Living in Carlsbad, CA for the past 26 years, Craig is a board member of The Rotary Club of Carlsbad and President of the Tri-City Hospital Foundation in Oceanside.

John Vande Bossche is a Wealth Management Advisor with the Northwestern Mutual Financial Network. He is committed to helping clients achieve their financial goals by gaining a clear understanding of those goals and then developing a customized comprehensive wealth accumulation and preservation plan to achieve them. He feels strongly about long term client relationships and solid life needs analysis in all financial areas including investments, risk, retirement, tax, etc. John has resided in Yorba Linda for 13 years with his wife Mary and their two children Patrick and Kristen. He is a board member of the Yorba Linda Sunrise Rotary Club and enjoys mountain biking and singing as a lead vocalist in a 60’s rock band, The Hypnotics, in his spare time.

Nick Pierson is the Retirement and Pension Specialist with The Waltos Group. He became a Financial Representative for Northwestern Mutual in 1977. His mission is to provide expert guidance for his clients and the Financial Representatives that he works with. Nick has been in the business of working with successful business owners for over 30 years. Business owners and their staff like to work with Nick because of his personal/professional integrity, his commitment to them and his professional expertise.

Scott has been helping his clients reach their goals for over 15 years. His goal is to help individuals, families, and business owners design strategies for accumulating wealth and protecting their futures by understanding them better than anyone else, and creating long term relationships. He was born and raised in Orange County, and loves cycling, playing squash and beach volleyball. But most of all enjoys spending time with family and good friends.

Tom has been a financial representative affiliated with Northwestern Mutual since 2008. In his practice he works with high income professionals and small business owners, helping them to create, protect and manage wealth in the most efficient manner possible. Tom and his team have been able to bring a level of stability and security during these rough economic times and he continues to make sure that the client’s needs are addressed above all else.

He resides in Dana Point with his wife and their four children. With a family first mentality, Tom helps support his children while serving on youth and high school boards. Tom also loves to travel, play golf and if he is not sitting in front of you, he is probably surfing with his kids.

Tom has been a Financial Advisor for Northwestern Mutual since 1995. He works with closely held businesses, executives and families assisting in the areas of life, disability and long term care insurance. As an advisor Tom also assists clients with asset management and wealth accumulation strategies for retirement and education planning. He enjoys his community involvement with the Toshiba Classic which benefits Hoag Hospital, where both of his daughters were born.

Tom has been married to Kathy since September of 2001. They have two daughters Summer age 6 and Sienna age 4 and reside in San Clemente, Ca.

Rik comes to Northwestern Mutual after a brilliant athletic career. He was a 2-time All American for the University of Southern California and is a member of the National Championship team in 1998. He holds the USC career strikeout record and was drafted in the 6th round by the New York Yankees. He graduated from USC with a BA in Economics. A teacher at heart, Rik prides himself on his ability to help his clients understand the tools and strategies that are implemented in pursuit of their financial objectives. Rik feels that this education process is the foundation to long-term motivation, commitment, and ultimate success in his client’s objectives and client relationships.

A prior United States Marine and a two time combat veteran in Iraq. Brandon Lives in Laguna Beach with his wife Jacque. Brandon qualified for Million Dollar round table in his first full year with Northwestern mutual, and was also awarded as the Financial Representative of 2009 for the Newport Beach office- WALTOS Group. Brandon is committed to helping people with their financial well being and understands what it takes to do that. Brandon specializes in Life insurance, wealth accumulation, executive compensation and estate planning. Brandon is also involved with CHOC Hospital and has committed his time to be a part of the CHOC FOLLIES show which raises millions of dollars a year to children that need our help.

Charles Marciano is a financial representative acting as Managing Director for the Waltos Group offices of the Inland Empire, CA. He provides financial solutions to business owners as well as individuals in and approaching their senior years. Charles has been working in the financial and insurance arena for 34 years and has been a Financial Advisor with Northwestern Mutual since 1999. Charles teams up with his close professional associate Jim Sedam in New Jersey as Coast to Coast member participants of Business Networking International (BNI). Charles and the Waltos Group Inland Empire are members in good standing with the Greater Riverside Chamber of Commerce. He resides with his wife, Linda, in Cathedral City, CA