Derrenbacker Team
Peter L. Derrenbacker ChFC®, CLU®, CFP®, WMCP®
Wealth Management Advisor
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®), Chartered Financial Consultant (ChFC®), and Wealth Management Certified Professional (WMCP®) 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 on the Board 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 adult children who live in the Syracuse area, and enjoy spending time with friends and family. Peter also enjoys golf and organizes and participates in various charity golf tournaments throughout the area.
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Nick Kagey CLU®, RICP®, CFP®
Director of Investment Operations and Services
BACKGROUND
Nick joined our team in 2012 and oversees our planning and investment business. He has over twenty years of experience in the investment industry and enjoys helping clients develop and implement goal based planning and wealth management strategies. Nick specializes in helping clients align their investment portfolios with their vision, mission, values and goals. Nick maintains FINRA Series 7 and 65 registrations along with four industry designations. 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 has earned the following designations from The American College: Retirement Income Certified Professional designation in 2016 and Chartered Life Underwriter in 2018. His memberships with the Estate Planning Council of Central New York and Financial Planning Association of Central New York help him stay up to date on industry trends and best practices.
COMMUNITY INVOLVEMENT
Nick has been a member of the Cazenovia Lion's Club for more than 10 years now. The club devotes its time to a variety of local community service projects. Nick is a member of the club's early childhood vision screening and fireworks committees. He also serves as a trustee at the 1st Presbyterian Church of Cazenovia and volunteers as a coach for the Cazenovia Baseball Association.
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 works with our clients in the areas of retirement planning, wealth management, and insurance planning. In addition Brian helps with our 401(k) practice and with our team’s marketing efforts. He holds FINRA Series 7 and Series 66 registrations, as well as his state life, accident, and health insurance license. Brian earned the designation of CERTIFIED FINANCIAL PLANNER™ in 2021, and 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 strength training.
BACKGROUND
Holly joined the team in 2020 as an Associate Financial Representative. She assists with processing and servicing personal life and disability insurance and supports employee benefit plan service work. Holly has over eight years in the finance industry, and she holds her New York State Life and Accidental Health Insurance License.
EDUCATION
Holly attained Magna Cum Laude at the University of North Florida.
INTERESTS
Holly enjoys spending time with her daughters, Whitney and Kelsey and her husband Jim. She has a passion for painting, and enjoys the outdoors and gardening.
BACKGROUND
Craig joined our team in 2020 as an Investment Associate. Craig has over 13 years of experience in the Investment Services field. His job functions include client onboarding, investment product services and preparing for client review meetings. Craig prides himself on his customer centric behavior and is here to assist our investment clients in any way he can.
EDUCATION
Craig attended the State University of New York at Oswego.
HOBBIES
Craig, his wife Wendy and their two sons and daughter live in Baldwinsville. He loves attending his kids various sporting and dance events. Craig is an avid SU sports fan and loves to play golf. Craig is also a little league baseball coach and has been coaching his son’s teams for the past 5 years.
BACKGROUND
Bobby joined Northwestern Mutual in 2019 as a Financial Representative where began building relationships with clients and helping them achieve their financial goals. Bobby has always been passionate about finance and helping clients through all stages of life. He joined the Derrenbacker Shields Financial Group in 2021 as an Associate Financial Representative and is our clients’ primary contact for insurance service-related questions.
EDUCATION
Bobby is a graduate of Morrisville State University with a Computer Information System degree and is currently Matriculated into Syracuse University's Information Management and Technology B.S. program. Bobby holds the Securities Industries Essentials and FINRA Series 6 registrations and also maintains his New York State Life, Accident and Health Insurance license.
COMMUNITY INVOLVEMENT
Bobby helped to create & manage a fitness center that promotes the overall community’s health and fitness.
HOBBIES
Bobby lives in North Syracuse with his wife Renee. They have a total of 5 cats. Bobby has a passion for photography as well as fitness and traveling.
BACKGROUND
Andy joined our team in 2022 as an Associate Financial Representative. He has over twenty years of experience in the Investment Services and Trading industry with a specialty in Fixed Income. Andy enjoys helping to construct portfolios and plans based upon the unique situations of each client and is passionate about helping them define and achieve their financial goals. He holds FINRA Series 7, and Series 55 registrations, as well as his state life, accident, and health insurance license.
EDUCATION
Andy graduated from Le Moyne College in Syracuse in 2000 with a B.S. in Business Administration and concentrations in Finance and Economics.
HOBBIES
Andy resides in Liverpool and enjoys spending time with family and friends especially his two nephews. He is an avid Syracuse basketball and football fan. Andy coached CYO basketball at St. Lucy’s on Syracuse’s west side for eight years and is eagerly looking to return to coaching soon. He also enjoys traveling, gardening, reading and has a passion for coffee.
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Affliate Partners
Through Northwestern Mutual, Derrenbacker Financial Group has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Robert A. Derrenbacker ChFC®, CLTC®, CLU®
Financial Representative
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.
James P. Shields Jr.CLU®, WMCP®
Wealth Management Advisor
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 (CLU®) and Wealth Management Certified Professional (WMCP®) professional designations. 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.
Tim Shields CFA®, CFP®, RICP®, CLU®, ChFC®
Wealth Management Advisor
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
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