Putting
people first.
Get to know our leadership team
Leadership at the Tri-Harbor Financial Group – Braintree office is dedicated to doing good for our clients, employees and community.
Grant began his Northwestern career as an intern in 2007. He ranked in the top 10 of all interns throughout the country. In 2008, Grant graduated with Honors from Notre Dame University and signed his Full Time Northwestern Mutual Contract. In his first year, he was in the top 10 for the Mike Gish Award. After...
Grant began his Northwestern career as an intern in 2007. He ranked in the top 10 of all interns throughout the country. In 2008, Grant graduated with Honors from Notre Dame University and signed his Full Time Northwestern Mutual Contract. In his first year, he was in the top 10 for the Mike Gish Award. After years of building a successful personal practice, Grant moved into the Managing Director role in 2014. Since that time, he has helped to recruit and develop several of the top Northwestern advisors in the country. His office is consistently ranked one of the top performing Northwestern districts in the country. Grant is married to Gretchen, Founder/CEO of GFaceMD. They have three children (Madison, Sawyer, and Savannah) and live in Wellesley.
Sarah Adams
CLU®
Director of Strategic Development
Sarah started her career with Northwestern Mutual in 2007 after graduating Cum Laude from Bryant University with a Bachelor’s Degree in Finance. In addition to overseeing the daily operations of our office, Sarah spends the majority of her time with our new advisors to ensure they get off to a fast start and...
Sarah started her career with Northwestern Mutual in 2007 after graduating Cum Laude from Bryant University with a Bachelor’s Degree in Finance. In addition to overseeing the daily operations of our office, Sarah spends the majority of her time with our new advisors to ensure they get off to a fast start and build a strong financial planning practice. She is passionate about helping everyone on our team grow both personally and professionally to reach their full potential. Outside of work Sarah loves spending time with her niece and nephew and the rest of her family up in Vermont where she was born and raised.
I specialize in working with driven, successful professionals looking to create or build on their comprehensive plan. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. Our team is passionate about making our clients feel comfortable...
I specialize in working with driven, successful professionals looking to create or build on their comprehensive plan. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. Our team is passionate about making our clients feel comfortable and confident in their planning.
When working together with us, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes any unexpected turns.
My team takes a comprehensive approach to our client's financial plans. Having expertise in retirement planning, tax efficient strategies and insurance planning, we start every relationship by listening to our client's goals, objectives and financial concerns.
Taylor Frieling
Recruiter
Joining Northwestern Mutual as a Talent Acquisition Specialist was a no-brainer for me. Not only did I grown up around the company, but I have seen the positive impact, opportunity for success, and the flexible lifestyle that comes with being a NWM Financial Advisor.
Bridget O'Brien
Chief Marketing Officer
Bridget O‘Brien joined our group in late 2022. As the Chief Marketing Officer, she works with the firm’s top financial advisors to create marketing plans that support their short- and long-term business goals. She leads a team of digital marketing and event planning professionals who work to enhance the brand...
Bridget O‘Brien joined our group in late 2022. As the Chief Marketing Officer, she works with the firm’s top financial advisors to create marketing plans that support their short- and long-term business goals. She leads a team of digital marketing and event planning professionals who work to enhance the brand of the firm and its financial representatives. Before joining Northwestern Mutual, Bridget spent the bulk of her career in healthcare marketing. Bridget graduated from Marist College with a bachelor’s degree in advertising. She currently lives in Long Island with her partner, Brendan, and their daughter, Fiona.
William Haggard
Director of Investments
William originally came from Texas, attending the University of Dallas and Ludwig Maximilian University of Munich. In 2010, he moved to Massachusetts where he began his career in the financial services industry. He has over a decade of experience working both directly with clients as well as with other advisors...
William originally came from Texas, attending the University of Dallas and Ludwig Maximilian University of Munich. In 2010, he moved to Massachusetts where he began his career in the financial services industry. He has over a decade of experience working both directly with clients as well as with other advisors of clients, helping them with their financial planning and analysis needs. William lives in Salem, MA and when not working, he spends his free time with his wife and two young daughters.