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.

 
Jennifer McLaughlin

Jennifer McLaughlin

Director of Investments and Operations
Office 515-697-4671

Our team member, 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 sweetheart 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, ChFC®, RICP®, WMCP®, CASL®, CLU®

Associate Financial Advisor
Office 515-219-8562

With our three girls now attending school, my wife Julie joined my practice. 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. As a Registered Representative with Northwestern Mutual Investment Services, LLC Julie holds the Series 6 and 63 securities licenses. She is also licensed in the state of Iowa for life and health insurance and long term care. She obtained her CASL® designation. The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

How Julie can assist you:

  • 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
  • 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
 
Madison Lynch

Madison Lynch

Director of Insurance Operations
Office 515-697-4663

Maddie Lynch joined our team last fall. When she’s not working at the office, Maddie is studying at Grand View University. In December of 2021, she will graduate with a double major in Human Services and Psychology. What little free time she has left is spent with her beloved dog Oscar on adventures around the state of Iowa. She is licensed in the state of Iowa for life, health insurance, and long term care.

How Maddie 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
 
 

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