Derrenbacker 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®), 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.

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

Becca joined the team in 2021 as an Associate Financial Representative. She assists our investment operations team in preparing for client meetings as well as our insurance business. Becca has a background of life insurance and annuity experience but she has always been interested in the financial planning industry.

Education

Becca graduated from Coastal Carolina University in Myrtle Beach, SC in 2018 with a B.S. Hospitality, Resort, and Tourism Management. She is on track to receive her M.B.A. with a concentration in Management in May 2022 from Southeastern Oklahoma State University.

Hobbies

Becca is originally from Binghamton, NY and moved to the Syracuse area in August 2020. Becca enjoys fitness activities and spending time at the many lakes in Upstate NY. She also enjoys hiking and spending time with her three year old Labrador Retriever. During the warmer months she enjoys golf with her sister and brother-in-law and spend most days outdoors.

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.
 

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 (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.

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.