![Father son playing on a trampoline](https://media.northwesternmutual.com/sites/images/hero/father-playing-with-child-outside.jpg?width=1500)
Putting
people first.
Get to know our leadership team
Leadership at the Woburn office is dedicated to doing good for our clients, employees and community.
![Jason Kalil - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/24598395/7ecdd85d-413f-4b48-6ff9-755726b52575.jpg)
![Kristen Torres - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/74286730/010df7c7-7e0f-400e-8b38-f45233eff166.jpg)
Kristen Torres
Director of Operations
![Janelle White - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/42147912/c0fec36e-74e2-460b-b95f-61cac42ae79f.jpg)
![Carl Lipani - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87696703/25844bd0-e969-43ef-7746-e6452599cc77.jpg)
My goal is to help clients reach their financial and personal goals in the most efficient and appropriate way. Through risk management, wealth accumulation, and tax efficiency planning we are able to reduce the stresses and unknowns of financial planning so clients can focus on the areas in their lives that are...
My goal is to help clients reach their financial and personal goals in the most efficient and appropriate way. Through risk management, wealth accumulation, and tax efficiency planning we are able to reduce the stresses and unknowns of financial planning so clients can focus on the areas in their lives that are most important to them.
![Tracey O'Leary - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87749045/7bb690cb-be45-4d6b-5098-a40ecb47e6eb.jpg)
Tracey O'Leary
Business Development
Tracey O’Leary began her professional career in advertising, where she spent several years building her expertise and penchant for creating effective processes and valuing efficiency. When the opportunity presented itself to transition into the financial services industry, Tracey happily leaned into it, viewing...
Tracey O’Leary began her professional career in advertising, where she spent several years building her expertise and penchant for creating effective processes and valuing efficiency. When the opportunity presented itself to transition into the financial services industry, Tracey happily leaned into it, viewing the evolution as a means to have a more direct, positive impact on people’s lives – both at present and in the years to come. Tracey greatly enjoys training others and helping to hone the skills and proficiencies of her colleagues. She combines her own skillset and approachable, warm demeanor to do so, and proudly holds her Series 6-, 63- and SIE FINRA registrations. When outside of the office, Tracey can almost always be found with her beloved fur baby, Finnegan. She enjoys all things outdoors – hiking, paddleboarding, golfing, to name a few – as well as cooking, practicing yoga, and traveling to new places.
![Leah Palermo - Northwestern Mutual headshot](https://media.northwesternmutual.com/images/field/person/87708492/865d5715-f922-498e-5e17-880ec18d09f7.jpg)
Leah Palermo
Recruiter