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

In his community involvement endeavors, Peter is committed to serving those in need. He volunteers regularly at the Samaritan Center in Syracuse, where he also holds a position on the Board. The Samaritan Center is a vital non-for-profit in the Syracuse community, providing food and support to those in need.

Additionally, Peter extends his dedication to healthcare and philanthropy by serving on the board of the Crouse Health Foundation. Through his role, he contributes to advancing healthcare initiatives and improving the well-being of individuals in the region.

Peter also serves on Central New York Community Foundation Finance Committee, where he lends his expertise to financial matters which ultimately impact the broader community.

HOBBIES

Outside of his professional pursuits, Peter enjoys spending time with family and friends, especially his wife Tamie and their two adult children. Peter is an avid golfer and helps organize several local charity golf tournaments.

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.

COMMUNITY INVOLVEMENT

In his commitment to community engagement, Tim dedicates his time to two significant organizations: Young Life and his local church. Through his volunteer efforts, Tim actively contributes to positive youth development and supports spiritual growth within his community.

HOBBIES

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

PERSONAL

Tim resides in Jamesville alongside his wife, Rebecca, and their two daughters, Emily and Maddie. He enjoys spending time with family and friends. As an enthusiastic supporter of Syracuse Orange athletics, you will often find Tim watching or enjoying a game on campus.

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 an active Cazenovia Lion's Club member for over a decade, serving as a past president and contributing to its early childhood vision screening and fireworks committees. Additionally, he has held roles as a trustee and elder at the 1st Presbyterian Church of Cazenovia. Nick currently volunteers coaching soccer, basketball, and baseball for multiple Cazenovia youth sports organizations. He is also a Central NY Community Foundation’s Professional Advisor Council member. The council provides guidance and support for advisor engagement, sharing valuable information to help peers meet their client's charitable planning needs.

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

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

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

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.