585-348-9552
pmanuel@novemgroup.com
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Pat received his B.A. in economics from the University of Rochester and holds Series 66, Series 7, NY Life and Health Insurance licenses as well as the Accredited Investment Fiduciary® (AIF®) designation. Pat joined Novem Group as a financial advisor in 2014, and in 2022 was promoted to President, ensuring his integrity, work ethic, and vision will continue to help shape the firm in the years to come.
Pat and his wife, Jill, live in Rochester with their two boys, Jackson and Cooper.
585-348-9555
mspringer@novemgroup.com
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Mackenzi attended St. John Fisher College and graduated with a degree in Communications and Marketing in 2017. She joined Novem Group as an Investment Assistant in April 2018. Mackenzi was eager to obtain all necessary licenses to become a Financial Advisor and has been working with individual clients and Group Retirement plans ever since. She holds her Series 7, Series 65, Series 63, New York State Life, Accident and Health Insurance license as well as the Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner® (CFP®) designations. Mackenzi is currently taking on new clients for individual and group retirement planning.
A Rochester native, Mackenzi enjoys trying out new restaurants in the downtown area with friends on the weekends. She is passionate about health and fitness; her favorite hour of the day is the one she spends in the gym. In the summer, Mackenzi spends a lot of time on the Finger Lakes. If she’s not on the lake, you’ll be able to find her at the nearest dart board.
585-348-9525
mburritt@novemgroup.com
Megan has been with Novem Group since 2007. Starting out as the Executive Assistant to Robert Bartolotta, she was quickly promoted to Account Manager in 2008. Megan managed group insurance accounts until May 2013, when she changed her schedule to part-time after the birth of her son. For 7 years, Megan has provided administrative support to not only the employee benefits department, but also payroll, and retirement services. In 2021 her role shifted from administrative to operations by taking on the position of Compliance Associate. Having over a decade of experience with Novem Group, Megan has the versatility to help with specialized projects in all areas of the business.
Megan is a 2006 graduate of Canisius College with a BA in Communication Studies and Art History. She graduated Summa cum Laude and received several honors for her academic achievement, including those for Academic Excellence and Highest Honors/GPA in both Communication Studies and Art History. Megan lives in Pittsford with her husband, David, and their two children, Zachary and Gwyneth. She spends much of her spare time with friends and family at Honeoye Lake.
561-677-8097
mspilfogel@novemgroup.com
Matthew graduated from Columbia Southern University in 2014 with a Bachelor’s in Business Administration & Management and currently holds his Series 65 license. He joined Novem Group in 2021 as an Operations Associate, working directly with advisors to maintain client information and supporting the Investment & Operations Teams.
Matthew lives in Lake Worth, Florida with his wife, Jessica and their dog Eli. He is an avid sports fan and loves spending time with his family.
585-348-9245
kmorgan@novemgroup.com
Kristi Joined Novem Group in February 2016. A graduate of Bryant & Stratton college with an Associate’s degree in Business Administration, she came to Novem with 12 years of experience in the finance industry working with corporate and individual clients. Kristi is a licensed Notary Public, holds her New York State Life, Accident & Health license and has her FPQP™ designation. Kristi lives in Spencerport, NY with her husband Adam and her three children.