Timothy P Derouin, CFP®, ChFC®, RICP®, CLU®, WMCP®

Wealth Management Advisor

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

Tim Derouin Team

 
Jennifer McLaughlin

Jennifer McLaughlin

Director of Investments and Operations
Office 515-697-4671

Our Director of Investments, Jennifer McLaughlin, handles all things on the investment side of the practice. She graduated in May of 2019 from Grand View in Des Moines with a double major in both Finance and Accounting. In her free time, Jenn enjoys her many adventures with her husband Eric and dogs Charley and Stella. As a Registered Representative with Northwestern Mutual Investment Services, LLC Jenn holds the SIE, Series 6 and 63 securities licenses. She is also licensed in the state of Iowa for life and health insurance and long term care.

How Jennifer can assist you:

  • Update banking information for your investment accounts
  • Update beneficiaries on your investment accounts
  • Review of your investment accounts
  • Educate on investment concepts
  • Faciliate opening investment accounts
  • Service on any investment accounts
  • Discuss RMDs (Required Minimum Distributions) from your retirement or inherited accounts
  • Run investment proposals or variable expenses analysises on annuities
  • Update contact information
  • Forward your service needs to the appropriate team member
 
Julianne R Derouin

Julianne R Derouin, CFP®, RICP®, WMCP®, ChFC®, CLU®

Director of Financial Planning
Office 515-219-8562

It takes a special person to work with their life partner. My wife Julie joined our team in 2004. With a master's degree in Library and Information Science, her attention to detail, thoroughness, and organization skills benefit not only my clients, but compliments my style of business. My only regret is that her workaholic tendencies can interfer with my tennis game.  As a Registered Representative with Northwestern Mutual Investment Services, LLC Julie holds the Series 6, 63, and 7 securities licenses. She is also licensed in the state of Iowa for life and health insurance and long term care.

Learning is very important to her. If she's not working on more designation titles behind her name, you'll find her nose in a book. 

How Julie can assist you:

  • Collect your financial information and run your personalized financial plan for your family
  • Stress test your retirement accounts in your financial plan
  • Provide you the optimal solutions to maximize social security
  • Review of your investment accounts
  • Educate on investment concepts
  • Discuss RMDs (Required Minimum Distributions) from your retirement or inherited accounts
  • Run investment proposals or variable expenses analysises on annuities
  • Analyze your investment statements and how your investments fit into your overall financial plan
  • Work with your accountant on tax strategies with your investment accounts
 
Kathryn Smith

Kathryn Smith

Director of Insurance Operations
Office 515-697-4649

Kathryn Smith joined our team in fall of 2021. When Kathryn isn’t working, she loves to spend her time outdoors and with her family. Kathryn enjoys walking her dog, reading, running, biking and swimming. She has a passion for helping others and is eager to assist clients! Kathryn is licensed in the state of Iowa for life, health, and long term care insurance

How Kathryn can assist you:

  • Handles the entire underwriting process
  • Update banking information
  • Update beneficiaries
  • Review of your life insurance products 
  • Initiates policy loans 
  • Runs inforce ledgers
 

Noah Beeck

Marketing and Client Relations Manager
Office 515-697-4663

How Noah can help? 

  • Update contact information
  • Reschedule any meetings with Tim
  • Provide a summary of all your products with Northwestern Mutual
  • Forward your service needs to the appropriate team member
 
 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.