Aspen Park Financial has a history rooted in family-focused financial guidance and multi-generational planning. It all began with Bob Derrenbacker, a 1959 graduate of Colgate University who started his insurance career with Northwestern Mutual in Syracuse, New York. Over the years, Bob has dedicated himself to serving families, business owners, physicians, and professionals, offering tailored insurance and investment solutions.
As Bob's client base expanded, he began assisting clients with employee benefit programs and retirement plans. In 1989, his son Peter Derrenbacker joined Northwestern Mutual after graduating from Colgate University, working closely with his father to build their client base.
A pivotal moment came when Bob, Peter, and Jim Shields, another successful Northwestern Mutual advisor, formed their partnership. Around this time, Nick Kagey joined the team, and he has been instrumental in building the firm’s wealth management practice over the last twelve years. Further enriching this legacy, Jim's son Tim Shields later joined the team, contributing significantly to Aspen Park Financial's growth and development.
Aspen Park Financial proudly serves over 500 families with clear, trusted guidance.