585-348-9544
kcook@novemgroup.com
Krissi joined Novem Group from Unisys Corporation and Burroughs Payment Systems in 2011. Originally the Customer Service Manager for Novem’s payroll and HRIS division (which has since been phased out), Krissi built and led the client-service and implementation teams for all payroll and human resource clients. In 2019, Krissi’s sales-support, vendor, and project-management experience became critical to managing the ongoing growth of Novem’s investment division, so she transferred focus to the wealth department and now utilizes her 20+ years of experience on behalf of multiple Financial Advisors as they build their investment practices, and for the expanding Group Retirement Services Department.
Krissi resides in Penfield and enjoys spending time her husband Doug and their children, Makaylah and Aiden.
585-348-9542
kkosko@novemgroup.com
Kim joined Novem Group in 2019 as an Administrative Assistant and quickly proved herself an invaluable asset, earning a promotion to Manager of Client Services in 2021. In this leadership role, she supports Financial Advisors across both Wealth Management and Group Retirement Services, while also managing the Client Service Associate teams in Rochester, NY and Jupiter, FL.
A licensed Notary Public and holder of the Series 65 license, Kim is uniquely equipped to assist clients and advisors with a broad range of financial and administrative needs, always with precision and care.
Originally from Vancouver, Canada, Kim brings a friendly and focused presence to the team. Outside the office, she enjoys spending time with her family and their two dogs—usually somewhere outdoors.
585-348-9511
kcarroll@novemgroup.com
Kaeri Carroll is the Director of IT at Novem Group, where she blends a deep understanding of technology with a keen sense for strategic communication. A graduate of the University of Massachusetts with a B.S. in Information Technology and a minor in Business Law, Kaeri ensures the firm stays ahead of the curve—implementing innovative tech solutions to enhance client service and security. She also leads Novem’s digital voice, crafting clear, engaging communications and overseeing the firm’s online presence to reflect its values of transparency, professionalism, and forward-thinking advice.
585-540-1940
amiran@novemgroup.com
Andrew is the Financial Controller at Novem Group, where he manages the firm’s internal financial operations with discipline and foresight. A graduate of St. John Fisher University with a degree in Accounting and an MBA, Andrew is responsible for budgeting, reporting, and long-term financial planning that supports the firm’s continued growth and stability. Known for his thoughtful approach and steady presence, he plays a vital role in maintaining operational efficiency across the organization. Outside of work, Andrew enjoys life in the Rochester area with his wife and two children and brings the same sense of balance and dedication to his personal life as he does to his professional one.
585-348-9546
jraco@novemgroup.com
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Jeremy Raco brings over 30 years of experience in the financial services industry, with deep expertise in investment management, retirement planning, estate strategies, and risk management. Since joining Novem Group in January 2013, Jeremy has expanded the firm’s capabilities in delivering comprehensive, client-focused financial solutions.
Before entering the financial sector, Jeremy served in the United States Marine Corps in a Security Forces unit specializing in Counter Terrorism. He held Top Secret Clearance and was named Marine of the Quarter in 1989. His dedication to excellence carried over into his civilian career, earning him recognition such as the Rochester Business Journal’s “Top 40 Under 40” in 2008 and the prestigious Sanford A. Gradinger Award in 2009.
At Novem Group, Jeremy surrounds himself with a dedicated team of professionals designed to give his clients the best opportunity for success of their financial planning. He also runs the Risk Management Department, providing a full suite of insurance solutions to individual and business clients. He is a partner and Sr. Vice President, and holds Series 6, 63, and 65 licenses, as well as Life, Accident, and Health Insurance Licenses.
Jeremy’s commitment to integrity, service, and strategic planning makes him a trusted advisor to clients navigating complex financial landscapes.