Matthew Wunder's Team

Matthew joined Northwestern Mutual in 1993 and expanded his focus on planning to include investment capabilities in 1998. After 25yrs as Wunder Financial and being recognized by Barron’s, Forbes, and the Financial Times, we merged into Park Avenue Capital within NM in March 2023 to further expand our footprint and access to talent. Today, the firm has offices in New York, New Jersey, and Connecticut and clients in nearly thirty states. PAC 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 and holds a CLU® designation. His experience and expertise is sought out by his Northwestern Mutual contemporaries and clients. He serves as Chair of the Northwestern Mutual Wealth Field Committee since 2019 and as Board Member of Northwestern Mutual Women’s Field Association since 2022 as Co-Chair of the Male Allies Committee.

Matthew is married to Patti and has a grown son and daughter. In his spare time, Matthew enjoys hiking, biking, kayaking, and traveling with family, friends, and clients.

Greg started his career with Northwestern Mutual in 1986. He has qualified for Northwestern Mutual’s Forum status 11 times and is a lifetime member of Million Dollar Round Table. Greg has been named to the Forbes Top Financial Security Professionals Best-In-State List for 2022. Top Financial Security Professionals Best-In-State 2022 (forbes.com) He is passionate about helping his clients achieve financial success.

Greg holds a Bachelor of Science degree in finance from Ithaca College and has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He is married to Pam and they have three grown sons. In their spare time, Greg and his family enjoy golfing, motorcycling, skiing in Vermont and relaxing with friends and family at their summer home in Naples, Maine.

Matt serves as a lead advisor growing and serving our private client practice, providing clients with 360-degree financial planning.

Matt is a graduate of Lafayette College with a B.S. in economics. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Matt resides in Fairfield County with his young son. Matt is an avid sports fan in his spare time, cheering for his Mets, Jets, and Rangers.

Peter focuses on growing and serving our private client practice. In addition to broad-based financial planning, Peter also has specialized expertise in special needs planning, Social Security and Medicare issues.

Before joining Park Avenue Capital, 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 Mathematics from SUNY Binghamton. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), a Fellow of the Society of Actuaries and holds ChSNC®, CASL®, and RICP® designations. Peter is married to Liza and has three grown sons. In his spare time, he skis out west, bikes the trails with his wife, golfs, or weekends in Florida.

Stacey has been with Northwestern Mutual since 2008 and joined the team in 2009. As the Director of Insurance Services, her responsibilities include overseeing all insurance operations to include life, disability, annuities and long-term care as well as policy owner service needs. She works diligently to provide the high level of service that our clients expect for their overall financial needs.

Stacey earned a Bachelor of Science in Business Administration from Sacred Heart University in Connecticut and holds her CT, NY and NJ life and health insurance licenses. She and husband Tom are kept busy raising two young children. When not working with clients, Stacey is busy volunteering her time to various organizations and her children’s schools. She enjoys hosting parties with family and friends, refurbishing furniture, spending time outdoors and cooking.

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.

After a two-year hiatus at RSM, Dan is 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.

Sam supports clients and lead advisors in a second-chair role and partners with the Operations and Planning teams to service investment accounts.

Sam graduated magna cum laude from Villanova University and earned a Bachelor of Business Administration in Finance and Accounting. She holds CT Life and Health and FINRA Series 7 & Series 63 registrations and is pursuing further industry education. Sam is involved in many activities outside of work, many of which include her large circle of family and friends.

Katelyn joined Northwestern Mutual in 2018 and has held many roles in her tenure. Primarily, she's supported advisory practices with full-service investment operations to help build and grow healthy, robust investment practices.

Katelyn serves as the Director of Operations and Client Experience on Matthew's team, overseeing all investment and insurance servicing.

Katelyn earned a Master of Arts in Teaching and Bachelors in Exercise Science from Columbus State University. She holds CT Life and Health and FINRA Series 7 certifications and will tackle higher industry designations in the coming months. Katelyn is a 200-hour Registered Yoga Teacher and enjoys sharing her love of movement. She currently resides in East Norwalk with her husband, Ryan.

Amy began her career at Northwestern Mutual in 2009. She is responsible for handling client service, scheduling and manages the daily operations. Amy is an Associate Insurance Agent with Northwestern Mutual and holds her Life, Accident and Health Insurance License and is certified in the Long-Term Care designation.

Amy grew up in Marlboro, NY. She graduated from Berkeley College in NYC where she earned a bachelor’s in business finance. She is fluent in Hungarian and resides in New Jersey.