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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.
![Sarah Adams - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/35651484/47b0d0ff-0478-4644-6216-f66526328c8b.jpg)
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.
![Thomas Farmer - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/41481659/2ec75121-563e-416c-576c-f4dc02309de8.jpg)
Tom began working with Northwestern Mutual as in intern in 2009 where he led the ranks as one of our Top 50 Interns of the Winter Camp Contest. He graduated with Cum Laude honors from the University of Akron in International Business and continued on to earn his MBA in finance. In school, Tom was a part of Akron’s...
Tom began working with Northwestern Mutual as in intern in 2009 where he led the ranks as one of our Top 50 Interns of the Winter Camp Contest. He graduated with Cum Laude honors from the University of Akron in International Business and continued on to earn his MBA in finance. In school, Tom was a part of Akron’s baseball team and was a two time MLB draft pick of the Minnesota Twins. In 2010 Tom began working full-time with Northwestern Mutual in Braintree, MA. He holds the Massachusetts Life, Accident & Health License as well as FINRA series 6, 63, 65, and 7. Tom also holds the Chartered Life Underwriter (CLU® ) and Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) professional designations. Tom was born and raised in Berea, Ohio, a suburb of Cleveland. In 2014, Tom relocated to the Boston area in order to be closer to my wife's family.
![Gabrielle Siegel - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87694828/fc94ad88-3be4-440f-4fea-2589a7363156.jpg)
Gabi grew up on the South Shore of Massachusetts in a household of medical professionals and attended Saint Anselm College. While there, Gabi double majored in Finance and Business Management and played Division II soccer. During the summer of her freshman and sophomore year, she was an assistant coach for the...
Gabi grew up on the South Shore of Massachusetts in a household of medical professionals and attended Saint Anselm College. While there, Gabi double majored in Finance and Business Management and played Division II soccer. During the summer of her freshman and sophomore year, she was an assistant coach for the Weymouth High School soccer team. Junior year Gabi joined Northwestern Mutual as part of the prestigious internship program. Thanks to her competitive nature, she finished as one of the top 10 interns in the Northeast region. In addition to finishing top 10, Gabi discovered my passion for serving people in the medical market. She now resides in Norwell, Massachusetts with her husband, Griffin and daughter Penelope.
![Max Allen - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87737873/30766536-0d5e-4b6e-b214-05904d9fb483.jpg)
Max grew up in West Caldwell, New Jersey and later set new roots in the North Shore of Massachusetts where he attended Merrimack College. Max’s lacrosse career brought him to Merrimack where he found a great group of teammates, and where he met his wife, Mikayla. During his time as part of the Merrimack community...
Max grew up in West Caldwell, New Jersey and later set new roots in the North Shore of Massachusetts where he attended Merrimack College. Max’s lacrosse career brought him to Merrimack where he found a great group of teammates, and where he met his wife, Mikayla. During his time as part of the Merrimack community and various athletic programs he discovered the thing that drives him is making connections with new people and helping them achieve their goals. Max currently lives in the Greater Boston area with Mikayla and has continued to stay active in the lacrosse community. During the spring and summer seasons Max work as an assistant lacrosse coach for St. John’s Prep and for HGR Lacrosse.
![Calvin Chin - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/86356923/d8b09e59-4f33-4597-4e10-38792b4194fb.jpg)
Calvin Chin
Director of Training
Calvin Chin joined Northwestern Mutual in 2015. As the Director of Training, Calvin and his team strive to make the onboarding and training journey for new Financial Representatives the best experience possible as they embark on their financial planning careers. In addition to leading the training team, Calvin...
Calvin Chin joined Northwestern Mutual in 2015. As the Director of Training, Calvin and his team strive to make the onboarding and training journey for new Financial Representatives the best experience possible as they embark on their financial planning careers. In addition to leading the training team, Calvin has also held roles on the technology and operations teams, and currently serves as a member and co-chair on the Diversity & Inclusion Council. Prior to joining Northwestern Mutual, he worked in the financial services and human resources industries. Calvin received his Bachelor’s Degree from Trinity College in Hartford, CT. He resides in Boston, MA with his wife, Michelle, and their son, Julian. Outside of work family time is the top priority, whether it is at Julian’s hockey games or road trips to visit family around the Northeast.
![Kali Macera - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/81368786/4fdd403f-7dcb-43af-bc86-a8a6b9442966.jpg)
Kali Macera
Internship Development Officer
Kali graduated in 2013 with a degree in Business and Entrepreneurship. She joined Northwestern Mutual in 2014. Prior to her current role, Kali spent one year assisting a high producing Advisor with their day-to-day operations. With her passion for recruiting and development, she joined the campus team in 2015....
Kali graduated in 2013 with a degree in Business and Entrepreneurship. She joined Northwestern Mutual in 2014. Prior to her current role, Kali spent one year assisting a high producing Advisor with their day-to-day operations. With her passion for recruiting and development, she joined the campus team in 2015. Shortly after, she worked closely with the Managing Partner as the Director of Operations as well as Director of Recruitment. In her role today as the Director of Internship Development, Kali is responsible for driving Internship recruiting and new representative development. Kali has a unique opportunity to work closely with all intern candidates that join our firm. She coaches a select group of both Full Time and Intern representatives. Kali resides in Boston; is an avid beachgoer (yes, even in the winter), she enjoys spending time with family/friends, staying active and enjoys giving back to local animal rescue leagues.
![Joseph Grillo - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/32598069/003ae424-a2dd-4bc2-8624-6b44d83e3c31.jpg)
Joseph Grillo
CLF®
Chief Supervision Officer
Joe joined the Northwestern Mutual in 2005 as the Director of Supervision. In 2019 Joe became the Chief Supervision Officer. As the Chief Supervision Officer, Joe supports the Managing Partner/Managing Director in shaping the culture of the office. Joe is responsible for developing the supervision strategy for...
Joe joined the Northwestern Mutual in 2005 as the Director of Supervision. In 2019 Joe became the Chief Supervision Officer. As the Chief Supervision Officer, Joe supports the Managing Partner/Managing Director in shaping the culture of the office. Joe is responsible for developing the supervision strategy for the office, developing the network office strategies based on the corporate and local visions. Proactive training as needed for Financial Representatives and staff on compliance, regulatory, or related topics. Joe is a key member of the leadership team and is a trusted advisor to representatives and other leaders.
![Bridget O'Brien - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87799832/79d49bf6-01a6-4a56-7b31-c8dc48cc9437.jpg)
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.