Thomas Burke
Investment Advisor Representative
585-419-2312
tburke@novemgroup.com
Affiliations & Disclosures ***
Tom is a graduate of Cornell University with a bachelor’s degree in Applied Economics. He is a 30 year veteran of the financial services industry working with financial advisers, businesses, organizations, and individuals. Over the years, Tom has developed and managed employee benefit and retirement plans, and through hard work, brand development, and practice acquisitions, he successfully built his own financial services practice. Throughout his career, Tom has consistently achieved Honors Club and President Council for the companies he represented. He brings us a wealth of experience and knowledge with a dynamic and effective style.
Tom rejoined Novem Group in October 2014 and looks forward to helping our advisers build successful financial practices to better serve our clients.
Stephen Roehrig
Financial Advisor
585-348-9517
sroehrig@novemgroup.com
Affiliations & Disclosures */***
Stephen Roehrig is an experienced financial advisor who began his career in 1996. Stephen transitioned his practice to Novem Group in 2008 and specializes in wealth management, retirement and financial planning, as well as insurance & risk management. Steve holds Series 7, 63, 65 and New York State Life, Accident, and Health Licenses, and makes it a priority that his loyal clients get great service. After earning a Bachelor of Science from Le Moyne College in Syracuse, NY, he decided to stay close to his roots, living here in Rochester with his wife, Leigh, and daughters, Maya and Elle. Steve has always had a desire to work in the financial services industry and pursued a degree in Finance & Economics to accomplish this. He is grateful that he can achieve his goals of providing sound financial advice and incredible customer service to his many loyal clients.
Stephen Mitchell
Investment Analyst
585-348-9530
smitchell@novemgroup.com
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Stephen received his B.A. in Financial Economics from the University of Rochester and holds his Series 7, Series 63, and Series 66 licenses. He joined Novem group in 2018 as a Trading & Operations Associate. In his current role, Stephen works directly with advisors to ensure the operations supporting Novem Group’s investment strategies function smoothly. He specializes in market research and options trading at Novem Group. Stephen is a CFA Level II Candidate.
Stephen currently lives in Irondequoit with his wife, Nicole, and their dog Bo. He enjoys golfing, hiking, and travelling in his free time
Rosann Lill
Assistant Office Manager
585-348-9525
rlill@novemgroup.com
Rosann Lill is the Assistant Office Manager for Novem Group. She has been working with individual and corporate clients for 15 years.
Born and raised in Rochester, NY, Rosann attended Katharine Gibbs in Boston after high school. She worked at Xerox Corporation for many years and left to become a business owner of Airport Lanes. Upon the sale of her business, she decided to continue doing what she enjoys, maintaining relationships with clients and business associates.
Rosann’s responsibilities include office administration, client relations, and managing our annual charity golf tournament.
Robert Hayes
Wealth Advisor
585-348-9556
rhayes@novemgroup.com
Affiliations & Disclosures */***
Rob joined Novem Group as a Wealth Advisor in January of 2016 and provides retirement and benefit plan education and enrollment services for corporate clients, as well as wealth management and financial planning services for individual clients.
A veteran of the investment, retirement, and benefit plan service fields for more than a decade, Rob graduated with a B.A. in Economics from the University of Notre Dame and holds Series 7 and 66 securities licenses as well as his New York State Life, Accident and Health Insurance License. Rob is also a certified broker for the New York State of Health individual and small business marketplaces. Rob and his wife, Allison, reside in Avon, NY, with their four children.