Our Team

My team and I take client service very seriously. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Matthew S Wunder

Matthew S Wunder, CLU®, CFP®

Office 203-659-4010

Matthew joined Northwestern Mutual in 1993 as an insurance agent with a focus on planning, then added investment capabilities in 1998. Today, the practice has a national footprint and provides 360° planning and investment advisory services primarily to private clients and their businesses. We are focused on improving outcomes in retirement readiness, estate planning, and risk management.

Matthew studied marketing and accounting at Pace University in New York. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds a CLU® designation. He is married to Patti and has two grown sons. In his spare time, Matthew enjoys hiking, biking, and kayaking with family, friends, and clients.

 
Matthew S Monn

Matthew S Monn

Office 203-659-4010

Matt joined Wunder Financial just after the end of the banking debacle in August 2009 as an operations assistant. Today, Matt serves in the role of investment research and management overseeing all aspects of maintaining our clients’ portfolios. He is a lead advisor in our private client practice and liaison with the Northwestern Mutual Wealth Management Company.

Matt is a graduate of Lafayette College with a B.S. in economics.  He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Matt is married to Rachel and is due to become a father in November 2018. In his spare time, Matt is cheering for his Mets, Jets, and Rangers.

 
Christine B Williams

Christine B Williams

Office 203-659-4010

Christine joined Wunder Financial just after the end of the technology selloff in 2003 as an operations assistant. Today, she’s responsible for client services, attracting and training talent, overseeing operations, and acting as a lead advisor in our private client and business retirement practice areas.

Before joining Wunder Financial, Christine worked for Reuters Canada and Citibank.

Originally from Toronto, Christine received a bachelor’s degree in commerce from McMaster University.  She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds CLU®, ChFC® and CASL® designations. She has three grown children. In her spare time, Christine enjoys gardening, skiing in Vermont and Canada, and traveling with family.

 
Peter B Breslin

Peter B Breslin

Office 203-659-4010

Peter joined Wunder Financial in 2012 and focuses on growing and serving our private client and business retirement practices.  

Before joining Wunder Financial, Peter was a partner at Towers Watson, where for 23 years he specialized in the design and compliance of qualified and non-qualified defined benefit and defined contribution programs, including 401(k) and 403(b) plans.  

Peter earned a B.S. in math from SUNY Binghamton.  He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), a Fellow of the Society of Actuaries and holds CASL® and RICP® designations. Peter is married to Liza and has three grown sons. In his spare time, he can be found skiing out west, biking the trails with his wife, or weekending in Florida.

 
Tina M Rosen

Tina M Rosen

Office 203-659-4010

Tina has been with Northwestern Mutual since 2002 and with Wunder Financial since 2006.  She is responsible for all 529 college savings accounts and for servicing our non-advisory practice, as well.  Most recently, Tina joined our planning team in a support role and helps build out what-if scenarios for clients.

Prior work experience includes positions with Accenture and Memorial Sloan-Kettering Cancer Center.

Tina earned a BA from Ohio Wesleyan.  She is married to Nathan and has three grown children. In her spare time, Tina travels to Martha’s Vineyard and beyond  and spends time with her family and friends.

 
Lorraine Vollhardt

Lorraine Vollhardt

Office 203-659-4010

Lorraine has been with Northwestern Mutual since 1984 and joined Wunder Financial in 2013. She oversees scheduling for all lead advisors and is our specialist for insurance underwriting and service.

Lorraine holds CLU®, ChFC®, CASL® and REBC® designations. She has six children and nine grandchildren. In her spare time, Lorraine scuba dives, travels, and spoils her grandkids.

 
Randal Blosio Jr

Randal Blosio Jr

Office 203-659-4010

Rudy joined Wunder Financial right out of school in June 2018 and is responsible for opening accounts, asset movement and handling day-to-day service requests.

Rudy earned a BSBA in Finance from Bryant University in Rhode Island. He holds his CT Life & Health license. In his spare time, Rudy plays hockey and spends time with friends and his longtime girlfriend Mary.

 
Daniel E Paige

Daniel E Paige

Office 203-659-4010

Dan joined Northwestern Mutual in 2009 and has held many roles in his tenure.  Primarily, he's helped grow and develop insurance and financial planning services for several practices within NM including Wunder Financial.

After a two year hiatus at RSM, Dan joined our practice full time in June 2018. He’s responsible for overseeing the planning function within the practice including thought leadership and support of all of our  advisors in the private client practice.

Dan holds a BA from Stonehill College.  He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and holds CLU®, ChFC® and CASL® and RICP® designations. He is married to Caitlin and has two young daughters. In his spare time, Dan raises bees and is a ferocious Miami Dolphins supporter.

 

Matthew S Wunder, CLU®, CFP®
Wealth Management Advisor


Wunder Financial

 

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