Derrenbacker Shields Team

Background

Peter is a wealth management advisor known for architecting personalized insurance and financial plans as well as integrated business programs to help his clients achieve their financial goals. He works closely with medical and legal professionals, business owners, and families to help them prepare for financial success and protect what is most important to them. He has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) professional designations along with the Certified Financial Planner™ (CFP ®) certification. Peter is a member of the Million Dollar Round Table (MDRT), the premier association of financial professionals.

Education

Peter is a graduate of Colgate University, where he earned a B.A. in Economics in 1989.

Community Involvement

Peter serves as President of the Samaritan Center in Syracuse, which is a soup kitchen that feeds and assists the needy in the community. Peter also serves on the board of the Crouse Health Foundation.

Hobbies

Peter lives in Fayetteville with his wife Tamie. They have two children in college and enjoy spending time with friends and family. Peter also enjoys golf and organizes and participates in various charity golf tournaments throughout the area.

Background

Bob has been serving his clients in the areas of insurance and employee benefits for over 50 years. Bob is best known for service. From the minute he meets a client, he takes a personal interest in getting to know and understand them. His areas of expertise include individual insurance programs and personal retirement planning. He has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) professional designations along with the Certified in Long Term Care (CLTC®) certification. Bob's areas of expertise include personal insurance and personal retirement planning. Bob is also a member of the Million Dollar Round Table (MDRT).

Education

Bob received his B.A. in Economics from Colgate University.

Community Involvement

Bob believes in giving back to the local community. As such, he is an active supporter of the Fellowship of Christian Athletes and The Samaritan Center.

Hobbies

Bob and his wife Joan are lifelong residents of the Syracuse area. Together, they have three children and six grandchildren. Bob enjoys golfing and spending his summers in the Adirondacks with family.

Background

Jim has spent his entire career at Northwestern Mutual working to build solid insurance programs, financial strategies and legacy plans tailored to the needs of his clients. He has been a financial representative since 1985. Jim has earned the Chartered Life Underwriter professional designation (CLU®). Jim has developed a client base that includes many high-net-worth individuals, business owners, and many clients within the financial industry.

Education

Jim graduated from Syracuse University with a B.A. in Policy Studies in 1985.

Community Involvement

Jim is actively involved in his community, having served on the board of the Food Bank of Central New York, missions committee of his church, and on the Fayetteville-Manlius Young Life committee as well. Additionally, he has coached multiple youth sports teams.

Hobbies

Jim and his wife, Linda live in Manlius where they raised five children. They enjoy spending summers at their cottage on Otisco Lake. They also enjoy spending time with their two grandchildren. Jim is an avid golfer and enjoys Syracuse University sporting events.

Background

Tim joined us in 2017 as a financial advisor. His clients range from families, to medical and legal professionals, to senior-level financial services professionals. His previous experience as a fixed income portfolio manager for Deutsche Bank makes him a valuable resource to our clients and to the team.

Education

Tim graduated from Cornell in 2013 with a B.S. in Applied Economics and Management with concentrations in Finance and Accounting. He holds FINRA Series 7 and 66 registrations and also maintains his New York State Life, Accident and Health Insurance license. Additionally, Tim holds the Chartered Financial Analyst® (CFA) designation and the Certified Financial Planner™ (CFP®) certification.

Hobbies

Tim and his wife, Rebecca, live in Jamesville with their daughter, Emily.

Background

Nick joined our team in 2012 with over fifteen years of experience in the investment industry and oversees our investment operations. Nick is very knowledgeable regarding investments and strategies, but he also brings an unparalleled commitment to excellence. Whether it is staying up-to-date on industry changes to better educate our clients or preparing a fund analysis to provide a thorough comparison, Nick is always going the extra mile. Nick maintains FINRA Series 7 and 65 registrations. He also maintains his state life, accident, and health insurance license.

Education

Nick earned a B.A. in Economics from Denison University in 2000. He also completed The American College Certified Financial Planner™ curriculum and earned the CFP^® designation in 2015. In addition, he earned the Retirement Income Certified Professional designation from The American College in 2016.

Community Involvement

Nick is an active member of the Cazenovia Lion's Club, which devotes their time to a variety of local community service projects. Nick is chairman of the club's early childhood vision screening program.

Hobbies

Nick and his wife Ainslie and their two sons live in Cazenovia. He enjoys spending time with his family as well as playing tennis and skiing.

Background

Trina, who joined us with over ten years' experience in the employee benefits industry, works with our group benefits clients. Trina has worked as an HR and benefits professional for many years, which gives her a unique perspective when servicing our clients. She has been in their shoes, so uncompromising customer service is of the utmost importance to her. She handles everything from implementation to renewals, billing or claims questions to employee communication meetings. Trina is dedicated strictly to employee benefits, which allows her to get to know our clients, and better understand their business needs. She holds her state life, accident, and health insurance license.

Community Involvement

Trina is active in her church outreach ministry and is especially passionate about the work they do in the inner-city schools supplying winter coats, food and other basic necessities to students in the area.

Hobbies

Trina enjoys spending time with her son, Matthew, and lives in Fayetteville. She also enjoys traveling, camping, and is an avid sports fan.

Background

Brian joined our team in 2015 and directs the relationship management and marketing of our practice. In addition to marketing, Brian assists our investment operations team in preparing for client meetings by reviewing portfolios and preparing retirement income projections. Brian's prior experience with investments, annuities, and retirement plans makes him a valuable resource internally as well as to our clients. He holds FINRA Series 7 and Series 66 registrations, as well as his state life, accident, and health insurance license. Brian also earned the Retirement Income Certified Professional (RICP^®) designation from the American College in 2019.

Education

Brian graduated from Le Moyne College in Syracuse in 2006 with a B.S. in Business Administration and concentrations in Marketing and in Management Information Systems.

Hobbies

Brian has lived in the Syracuse area for over 25 years, and currently lives with his wife, Monica in Liverpool. Brian is a regional musician, performing around the Central New York area in his free time. He also enjoys fitness activities such as running and kayaking and is a fan of Syracuse University basketball.

Background

Our individual insurance operations are supported by Kathy Spiddle, who has been with our team since 1991. With over 25 years of experience in the insurance industry, Kathy has cultivated an extensive knowledge of insurance and annuity products. She guides clients through all aspects of the application process and provides ongoing support for the life of the policy. Kathy is able to assist our clients in gaining a true understanding of the value of their policies. Our clients appreciate knowing they can contact Kathy with any question from cash value to cost basis and get an answer they can trust. Kathy holds her New York State Life, Accident and Health Insurance license.

Education

Kathy attended SUNY Cobleskill.

Hobbies

Kathy enjoys spending time with her son Patrick, and her extended family and friends. Her other interests include reading and keeping up with her son's sports.

Background

Mary Alice joined our team in 2013 and is responsible for the administration and service of our investment and advisory accounts. She has over fifteen years of administrative experience in the financial services industry. She holds FINRA Series 6 and 63 registrations. She also maintains her state life, accident, and health insurance license.

Education

Mary Alice earned a B.S. in Business Administration from SUNY Albany and an MBA in Management from Syracuse University.

Hobbies

Mary Alice lives in Baldwinsville with her husband, Kevin, and daughter, Amanda. She is an avid tennis player who organizes and captains USTA League tennis. She is also actively involved with her daughter’s Varsity High School sports teams, including lacrosse, soccer and indoor track at Christian Brothers Academy.