Gregory D. Baekey, CLU®, ChFC®

Financial Advisor

My Team

As a Financial Advisor 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.

 


Gregory D Baekey, CLU®, ChFC®

Financial Advisor

gregory.baekey@nm.com
(203) 221-5205

Greg started his career with Northwestern Mutual in 1986. He has qualified for Northwestern Mutual’s Forum status 10 times and is a lifetime member of Million Dollar Round Table. 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®) designation and Chartered Financial Consultant (ChFC®) designation.

My Colleague


Matthew S Wunder, CLU®, CFP®

Wealth Management Advisor

matthew.wunder@nm.com
(203) 659-4010

Matthew started his career at Northwestern Mutual in 1993. He partners with people and small businesses to identify goals, provide innovative solutions, and oversee the planning process to execution.

Matthew holds a Bachelor of Science in Business Administration and Marketing & Accounting from Pace University. He has earned the Chartered Life Underwriter (CLU®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

 

Our Team


Stacey M Zarrelli

stacey.zarrelli@nm.com
(203) 221-5206

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 life and disability operations 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 security needs. Stacey holds her life and health insurance licenses.

Stacey is a graduate of Sacred Heart University and resides with her husband, Tom and daughter, Gia in Trumbull, CT. When not working with clients, Stacey enjoys spending time with her family and friends, refurbishing furniture and cooking.


Christine B Williams, CLU®, ChFC®, CFP®

Associate Wealth Management Advisor

christine.williams@nm.com
(203) 221-5236

Christine joined Northwestern Mutual in June 2003. She partners in the areas of practice management and business planning and works with the team on delivery of client service, trading and operations best practices.  Christine oversees our Business Retirement Plans market.

Christine earned a Bachelor of Commerce from McMaster University in Canada.  Prior work experience includes positions with Reuters and Citibank in Toronto.  Originally from Canada, Christine has lived in the US since 1992.

Christine is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds CLU® and ChFC® designations.


Matthew S Monn, CFP®

Associate Wealth Management Advisor

matthew.monn@nm.com
(203) 659-4010

Matt joined Northwestern Mutual in August 2009.  He is responsible for evaluating and administering client investment portfolios on an ongoing basis, overseeing all investment trading activity, providing research for our security selection process and acting as liaison to the Northwestern Mutual Wealth Management Company. 

Matt is a graduate of Lafayette College with a BA in Economics and a minor in Psychology.

Matt is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP™).


Peter B Breslin, CFP®

Associate Wealth Management Advisor

peter.breslin@nm.com
(203) 659-4010

Peter joined Northwestern Mutual in October 2012.  His focus is on business development with private clients in the retirement and financial planning arenas.  Peter presents solutions to clients from the full suite of Northwestern Mutual offerings, including life, disability income and long-term care insurance and investments

Peter earned a BS in Math from SUNY Binghamton.  His prior work experience was with consulting firm 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 is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) and a Fellow of the Society of Actuaries.


Linda M DiMenna, CFP®

Associate Wealth Management Advisor

linda.dimenna@nm.com
(203) 659-4010

Linda joined Northwestern Mutual in May 2011.  Her primary role in the practice is preparing retirement and financial analyses, reviewing client estate plans, and modeling custom scenarios for clients' retirement and legacy goals.

Linda earned a BS from Southern Connecticut State University and an MBA with a concentration in Accounting from the University of Bridgeport.  Prior to Wunder Financial, Linda spent 16 years at Ameriprise Financial where she had her own financial advisory practice and provided regulatory compliance supervision.

Linda is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®).


Lorraine Vollhardt, CLU®, ChFC®, CASL®, REBC®

Associate Wealth Management Advisor

l.vollhardt@nm.com
(203) 659-4010

Lorraine has been with Northwestern Mutual since 1984, is already known by many of our clients, and became a member of  the team in October 2013.  In addition to managing scheduling and client onboarding,  she is the team specialist on insurance cases and handles client service requests for Life and Disability insurance.

Lorraine has the following designations:  Chartered Life Underwriter, Chartered Financial Consultant, Certified Advisor for Senior Living* and Registered Employee Benefits Consultant.

*The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.


Tina M Rosen

Associate Wealth Management Advisor

tina.rosen@nm.com
(203) 659-4010

Tina has been with Northwestern Mutual since 2002 and joined the team in 2006. She oversees our 529 College Savings accounts and non-advisory brokerage accounts, provides ongoing client service and manages ad hoc projects.

Tina earned a BA from Ohio Wesleyan. Her prior work experience includes positions with Accenture and Memorial Sloan-Kettering Cancer Center.

 


 

 
 

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