James P Shields Jr, CLU®
Wealth Management Advisor


Derrenbacker Shields Financial Group

My Team

At the Derrenbacker Shields Financial Group, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please call (315) 671-1807 to let us know.

Northwestern Mutual Concierge Planning

We partner with a dedicated team of experts from Northwestern Mutual's home office that has more than 180 years of combined expertise in planning and designing solutions for high-net-worth clients. Click the link below to learn more about the team and the services they provide our clients.

Concierge Planning Team

Concierge Planning is a service available to select Northwestern Mutual advisors to help them plan with clients who have sophisticated needs, such as complicated Estate Planning and Business Succession, Executive Compensation Planning and Advanced Retirement Income Planning.

Advisors & Representatives

Jim Shields

James P. Shields, Jr., CLU®

Wealth Management Advisor

(315) 671-1838

 
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 YoungLife 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.
 

Timothy Shields, CFA®Tim Shields

Financial Advisor
(315) 671-1819
 
Background
The most recent addition to our team, Tim joined us in 2017 as a financial advisor.  His clients range from young 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.  Additionally, Tim holds the Chartered Financial Analyst® designation, widely recognized as one of the most difficult industry marks to achieve.
 
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.
 
Hobbies
Tim and his wife, Rebecca, live in Tully with their daughter, Emily.
 
 

Bob Derrenbacker, CLU® , CLTC® ,ChFC ®

Senior Financial Representative
(315) 671-1807
 
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 Certifed 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 lifeling 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.
 
Peter Derrenbacker

Peter Derrenbacker, CLU®, ChFC®, CFP®

Wealth Management Advisor
(315) 671-1806
 
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 HealthFoundation.
 
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.

 

 

Staff

 

 
Nicholas T Kagey

Nicholas T Kagey

Office 315-671-1810
 
Background
Nick joined our team in 2013, and is responsible for the service and support of our investment clients.  He has over fifteen years of experience in the investment industry, and 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's 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, NY.  He enjoys spending time with his family as well as playing tennis and skiing.
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
 
Trina LaNee Kinney

Trina LaNee Kinney

Associate Financial Representative
Office 315-671-1809
 
Background
Trina joined our team in 2013, and is responsible for the service and support of our employee benefit clients.  She has over ten years of experience in the employee benefits space.  She maintains 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, NY.  She also enjoys traveling, camping, and is an avid sports fan.
 
Brian A Perdew

Brian A Perdew

Director of Marketing
Office 315-671-1835
 
Background
Brian joined our team in 2015, and directs the relationship management and marketing of our practice. He holds FINRA Series 7 and Series 66 registrations, as well as his state life, accident, and health insurance license.

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, NY.  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.
 
Kathleen M Spiddle

Kathleen M Spiddle

Associate Financial Representative
Office 315-671-1808
 
Background
Kathy has been with our team since 1991, and is involved in the group's insurance operations.  She guides clients through all aspects of the application process.  She also services existing insurance clients.  Kathy holds her state life, accident, and health insurance license.  With over 25 years of experience in the insurance industry, she has cultivated an extensive knowledge of insurance and annuity products.
 
Education
Kathy attended SUNY Cobleskill in Cobleskill, NY.
 
Hobbies
Kathy enjoys spending time with her son Patrick, and her extended family and friends. Her other interests include kickboxing, reading, and keeping up with her son's sports.
 
Mary Alice Winn

Mary Alice Winn

Assistant
Office 315-671-1800
 
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.  
 
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.
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck