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 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.
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.
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.
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.
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.
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.