585-348-9539
tburke@novemgroup.com
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Tom is a graduate of Cornell University with a degree in Applied Economics, and a 30+ year veteran of the financial services industry. Tom brings a wealth of experience and knowledge within the dynamic financial arena to bear on today’s complex landscape, and he looks forward to helping you build a successful financial strategy.
585-348-9517
sroehrig@novemgroup.com
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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.
585-348-9525
rlill@novemgroup.com
Rosann Lill is the Assistant Office Manager for Novem Group and has been working with individual and corporate clients for many years.
Born and raised in Rochester, NY, Rosann attended Katharine Gibbs in Boston after high school. She worked at Xerox Corporation and left to take over ownership 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 the firm’s insurance department.
585-348-9433
lpiccinich@novemgroup.com
Lexi joined Novem Group in August 2024 and currently supports the Client Services team under the direction of Kim Kosko. She assists with team projects and provides operational support to ensure a seamless client experience. Lexi holds a bachelor’s degree in Psychology from Seton Hall University and brings with her a strong foundation in research, organization, and communication developed through her academic and professional background.
Originally from Bergen County, New Jersey, Lexi now lives in Florida with her family and partner. Outside of work, she enjoys beach days and spending time with her dogs.
585-348-9521
rbartolotta@novemgroup.com
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Robert is a graduate of Cornell University with a BS in Applied Economics. He is an Investment Advisory Representative through Novem Group and holds the following securities licenses: 6, 22, 24, 26, 51, 52, 62, 72, and 82, as well as Life, Accident, and Heath Insurance licenses both in and outside of New York state. He is the founder and CEO of Novem Group, a rapidly growing investment advisory firm with more than a billion dollars in assets under management. Robert and the management team have been recognized for their corporate culture at Novem with a focus on work life balance for all employees. Novem Group has received numerous honors, being ranked by the Democrat and Chronicle as one of Rochester’s Top Workplaces 2015 through 2021 and making the Rochester Business Journal “Rochester Top 100” list in 2016, 2017, 2018 and 2022.
With more than 30 years of experience, Robert is a seasoned financial advisor and executive. Under Robert’s leadership as the Senior Managing Director of American Portfolios in Rochester, NY the office placed first nationally for American Portfolios Financial Services in 2015, 2016, 2017, 2018 and 2019, Bob personally ranked as the top advisor out of over 750 financial professionals nationally.