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.

 
Tracey Ann O'Leary

Tracey Ann O'Leary

Associate 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.

 
Hannah Wein

Hannah Wein

Director of Recruitment
Office 781-246-1010

Hannah graduated from Northeastern University with a Bachelor’s Degree in Psychology. She played field hockey at Northeastern and coached at the University of Vermont for 2 years after graduation. She joined Northwestern Mutual in February of 2022 and manages the Recruiting and Selection Process for the Woburn, MA office. Hannah lives in Chelmsford, MA with her fiancé, Tyler, and their dog Oakley. She enjoys being with family and friends, hiking and being outside, and practicing yoga

 
John DeSimone

John DeSimone

Associate 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.

 
Nicole Burla

Nicole Burla

Executive Assistant

Nikki graduated with a bachelor’s degree from Cal State Northridge. She started at Northwestern Mutual in 2012 and has over 17 years of experience as an Executive Assistant. Nikki also heads up the new business side of things for the Kalil team and is committed to delivering a high level of service to our clients.

Nikki lives in Woodland Hills, CA with her husband and 8-year-old son.  She’s a huge foodie, a well-researched nerd around all things health and wellness, and is passionate about helping others. Most weekends you can find Nikki outdoors enjoying time with family and friends.

 
 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.