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.
A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65, and 24 securities licenses, and Life, Health, Property and Casualty insurance licenses as well.
Tom uses his 35 years of industry knowledge and experience to help business owners, professionals, and their families solve problems, and to make wise choices to manage their wealth and transcend their legacy.
Specializing in Investment Management, Tom is also often brought in as consultant for various accountants and attorneys, where his collaborative approach helps bring clarity and continuity to his clients' planning process, creating a clear and simple path towards their wealth management objectives.
Active in his community, Tom is a frequent guest speaker for various companies, organizations, and associations, where he shares his expertise on retirement planning, investment management, and estate preservation. Tom has served on the board of directors, and is the past president, of The Wealth Advisor Institute, and is also a member of the Financial Planning Association. Very active with the American Cancer Society, Tom sits on the Board of Advisors for the Jersey Shore Region.
Married with three adult kids and three grandchildren, two of Tom's personal passions are Dogs and supporting Special Needs Children, so Tom and Therapy Dogs, Charley, and Lexie, may often be found visiting special needs kids in schools and in the pediatric unit at his local hospital.
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 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.
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.
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 worked for Tompkins Financial as a financial adviser and has been with Novem Group since January of 2014. Pat and his wife, Jill, live in Rochester with their two boys, Jackson and Cooper.