Affiliations & Disclosures ***
Tim joined Novem Group in January 2019 and serves as the Portfolio Manager. He supervises the firm’s investment research and portfolio management team and is responsible for overseeing all daily investment management decisions. He holds the FINRA Series 65 license and is a graduate of Penn State University with a B.S. in Finance (’10) and M.S. in Finance (’14). He is also currently a candidate in the CFA program.
Tim is originally from Penfield, NY, and lives in Washington, D.C., with his wife, Kristen.
Affiliations & Disclosures */**/***
Vincent J. Palumbos is a Certified Senior Advisor, CSA®, and brings over 40 years of business and financial experience to his private practice. He has been in sales, management, business ownership, and financial services during his career. Vince is the recipient of many sales awards, including the coveted President’s Award. Vince is a wealth adviser and holds Series 63, 65, 7, and 24 securities licenses and is a licensed Life agent in NY, NJ, AZ, and FL. He earned a Masters of Education from Cambridge College in 1987.
Vince is a pilot and safety officer for the Civil Air Patrol. He’s a facilitator at Matt Talbot Ministries and recent past President of a Rotary Club. Vince is a former Major Gift Officer for McQuaid Jesuit High School and served on the Finance Council for St John of Rochester for 13 years.
Vince has four grown children and five grandchildren, and he and his wife, Ginny, live in Fairport.
Investment Advisor Representative
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.
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.
Assistant Office Manager
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.