My Team

As a Financial Representative for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

 

 

 
Janelle White

Janelle White

Financial Representative
Office 781-224-1630

Janelle is a graduate of Salem State University and holds her LAH, Series 6 and Series 63.  She has worked with Northwestern Mutual since 2008 and has worn many hats, working on individual representative teams, accounting and development. 

Janelle lives on the North Shore with her husband, 2 daughters and their dog Bruschi.  They enjoy traveling, Boston sports teams and relaxing with family and friends.

 
Kristen C Torres

Kristen C Torres

Director of Operations
Office 781-224-1622

Kristen graduated with a bachelor's degree from the University of New Hampshire and holds her Life, Accident, and Health Insurance licenses as well as her series 7, 66, 9, and 10 licenses. She joined Northwestern Mutual in August 2013 and is currently responsible for overseeing the day-to-day operations of Jay Kalil's practice. In previous roles with Northwestern Mutual, Kristen was a client services coordinator, an assistant to the Compliance Officer, and was involved with investment operations.

Kristen lives in Medford, MA with her husband and enjoys traveling, skiing, and spending time with family and friends.

 
John DeSimone

John DeSimone

Financial Representative
Office 781-246-1010

John attended Saint Anselm College and UMass Amherst during his undergrad, and joined Northwestern Mutual shortly after. He currently holds his Life, Accident and Health Licenses along with the SIE. He currently handles planning and underwriting communications with Jay’s team. John is from the North Shore, growing up in Revere MA. He is a huge Red Sox fan, enjoys hiking and everything else nature and animals related.

 
Tracey Ann O'Leary

Tracey Ann O'Leary

Financial Representative
Mobile 603-930-2602

Tracey graduated with a bachelor’s degree from Endicott College and holds her LAH, SIE, Series 6, and Series 63. She joined Northwestern Mutual in the fall of 2019 as a Financial Advisor and while she maintains her own personal practice, her focus on development brings her a lot of fulfillment and joy.

 

Outside of work, Tracey likes traveling, doing yoga, spending time outdoors, and being by the ocean.

 

Nicole Burla

Executive Assistant
 

Jason Mark Kalil, CLU®

Managing Director

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck