Timothy P Derouin
Wealth Management Advisor|CFP®, ChFC®, RICP®, CLU®, WMCP®
tim.derouin@nm.com
Get to know our dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Noah Johnathan Beeck
Director of Investments
It seemed only fitting that we hired an Iowa State grad as our youngest daughter is now a Cyclone. Noah holds his bachelor’s degree in psychology. He and his wife Billi (and beloved cat Ollivander) enjoy living in Urbandale. They enjoy reading, writing, and gaming together in their free time. Disney holds a special place in their hearts. It's where they were married--global pandemics can't stop this love affair! Noah is licensed in the state of Iowa for life/health insurance. He also holds his Series 6 and 63 and the SIE for investments.
How Noah can assist you:
- Set up your investment account
- Trigger deposits/withdrawals in your investment accounts
- Update your beneficiaries within investment accounts
- Update banking information
- Discuss RMDs (Required Minimum Distributions) on an account
Julianne R Derouin
CFP®, RICP®, WMCP®, ChFC®, CLU®
Director of Financial Planning
It takes a special person to work with their life partner. With a master's degree in Library and Information Science, her attention to detail, thoroughness, and organization skills benefits not only my clients, but compliments my style of business. My only regret is that her workaholic tendencies can interfere with my tennis game. As an Associate Financial Representative with Northwestern Mutual Investment Services, LLC Julie holds the Series 6, 63, and 7 securities registrations. 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
Kathryn Smith
Director of Insurance Operations
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
AnneMarie Derouin
Client Relations
AnneMarie graduated from University of Iowa with her genetics degree in 2021. While on her journey towards a future career in healthcare, she agreed to help out in the family business. Scout, her Princess Labradoodle, fills her free time with miles and miles of walks. Or she disappears into one of Sarah Maas' epic women empowering adventures.
How AnneMarie can assist you:
- Schedule an appointment with Tim
- Provide a summary of all your products with Northwestern Mutual
- Update your contact information
- Forward your service needs to the appropriate team member
- Assist in setting up your online NML account
Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Ed McGill
CFP®, CPWA®, ChFC®, AEP®, RICP®
Wealth Management Advisor
Ed McGill and McGill Junge Wealth Management specialize in comprehensive financial planning for thriving professionals and families who want to live their best lives and make a positive impact on those around them. Our ability to implement complex planning solutions comes from our highly credentialed and specialized team members who have backgrounds in areas like institutional investment management, decades of complex planning expertise, and from partnering with one of the strongest financial institutions in the country – Northwestern Mutual.
Ross Junge
CFA®, CAIA, CEPA®, RICP®, MBA
Co-Founder and Partner, Private Wealth Advisor
Ross Junge and McGill Junge Wealth Management specialize in comprehensive financial planning for thriving professionals and families who want to live their best lives and make a positive impact on those around them. Our ability to implement complex planning solutions comes from our highly credentialed and specialized team members who have backgrounds in areas like institutional investment management, decades of complex planning expertise, and from partnering with one of the strongest financial institutions in the country – Northwestern Mutual.