585-348-9546
jraco@novemgroup.com
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Jeremy Raco has over 20 years of experience in financial services. He specializes in investment, retirement, estate, and risk management planning. Jeremy joined Novem Group in January of 2013, allowing him to advance the services offered to clients.
Prior to entering the industry, Jeremy served in the United States Marine Corps in a Security Forces unit for Counter Terrorism. He held Top Secret Clearance and earned the Marine of the Quarter designation in 1989. In 2008, Jeremy was honored with the Rochester Business Journal’s Top 40 under 40. In 2009, he was awarded the Sanford A. Gradinger Award.
Jeremy directs and organizes the Risk Management Department at Novem Group. The department offers a full range of insurance solutions to both individual and business clients. He is a Senior Vice President at American Portfolios Rochester and holds a series 6, 63, 65, and Life, Accident & Health Insurance License.
585-440-6368
gwagner@novemgroup.com
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As an Investment Advisor Representative, Greg works with families, professionals, and business owners across Western New York. Helping his clients to develop, prioritize, and achieve their financial goals. He takes a wholistic approach when working with clients to develop a complete financial picture. This allows recommendations to be customized to each client based on their individual needs. Greg works in the areas of wealth accumulation, portfolio construction and analysis, retirement income strategies, protecting loved ones with insurance and wealth transfer strategies.
Greg attended Nazareth College of Rochester where he attained his degree in business administration. Before joining Novem Group, Greg started his career in finance as an advisor at Foresters Financial. His interest in finance started at a young age when he became a founding member of the Orchard Park High School Academy of Finance. This is a group he continues to support as a board member.
Growing up in Orchard Park, NY, cheering for the Buffalo Bills comes naturally. When not in the office he spends his time on the golf course or with his family and two dogs on lake Chautauqua.
585-348-9549
cherendeen@novemgroup.com
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Charlie joined Novem Group in August of 2013, although he has been affiliated with the firm for over 12 years. He is responsible for providing group retirement plan solutions for all types of organizations as well as wealth management and financial planning services for individuals. Charlie has been working in the field of Investment Management, Retirement and Benefit Plan Services for nearly 25 years.
Prior to joining Novem Group, Charlie was a Manager of Retirement and Benefits Consulting for a large National Third-Party Administration (TPA) Firm, a Senior Conversion Analyst for a National Retirement Plan Provider and Vice President, Retirement Financial Services Officer for one of the largest financial services organizations in the world. Charlie graduated with a Bachelor of Science in Accounting from the John Wiley Jones School of Business at SUNY Geneseo. He currently possesses the designations of Certified Retirement Services Professional (CRSP), Certified IRA Services Professional (CISP), Group Benefits Associate (GBA), Cash Balance Consultant (CBC) and Accredited Investment Fiduciary (AIF®). He is also a candidate for his Certified Financial Planner (CFP®) designation. He is a member of the International Foundation of Employee Benefit Plans, the Financial Planning Association and is on the Board of the New York Employee Benefits Council (NYEBC). Moreover, he holds his FINRA series 6, 63 and 65 securities licenses as well as his New York State Life, Accident and Health Insurance License.
The Financial Times recognized Charlie in their annual list of Top Retirement Advisers in the country in 2016, 2017 and 2018. Charlie is an active board member for Victor Boys Youth Lacrosse.
585-348-9227
cgueli@novemgroup.com
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Cathy is thrilled to join Novem Group as a Wealth Advisor, where she continues her mission of integrating a rich set of experiences in service, management, strategy, and communications to help clients achieve their financial goals. With a diverse background in industry and the military, Cathy brings a unique perspective to her role, providing comprehensive financial guidance.
Before joining Novem Group, Cathy held key leadership positions at Xerox Corporation, including vice president of annuity management and strategy for North America, where she led initiatives to enhance profitability. She also served as vice president of offering strategy, guiding programs that supported Xerox’s partners in the small and medium business sector. Additionally, Cathy led the corporate strategy intelligence function and served as vice president of strategy and communications, overseeing strategic development and execution across Xerox’s business divisions.
Cathy’s career began in the United States Air Force, where she served as a program manager for aerospace and electronics systems acquisition. Her outstanding contributions earned her both the Meritorious Service Medal and the Air Force Achievement Medal for successfully bringing new capabilities to U.S. and allied forces.
She holds a Bachelor of Science degree in aerospace engineering from Boston University, an MBA from the University of Dayton, and the Certified Financial Planner designation (CFP®). Cathy has also completed executive education programs in product development, leadership, and management from Northwestern University’s Kellogg School of Management and Columbia Business School.
Born and raised in Rochester, New York, Cathy returned to her hometown after her military service to raise her two sons. She is an active community volunteer and enjoys gardening, kayaking, and reading, both at her home in Pittsford and at the Finger Lakes in upstate New York.
As Cathy embarks on this new chapter with Novem Group, she looks forward to continuing to provide exceptional financial guidance and helping clients navigate their unique financial journeys with confidence and clarity.
585-348-9540
asimonetti@novemgroup.com
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Anthony Simonetti has been working as a financial advisor since graduating from Providence College School of Business with a B.S. in Finance in 2008. His industry experience has included working at AXA Advisors for six years and iTP Partners for two years before joining the Novem Group in 2017. Anthony holds his Series 7, 66 and New York State Life, Accident and Health Insurance Licenses. Anthony assist several small businesses and individuals with their retirement planning, wealth management and insurance needs. Anthony is also the president and founder of a local non-profit, the Just Breathe Foundation, which assists individuals and their families who battle Cystic Fibrosis.
Schedule Time To Meet
561-623-5492
agentile@novemgroup.com
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Andy has built his personal practice around comprehensive and holistic wealth planning. This approach is not product-driven, or even idea-driven, but rather focuses on how to best identify and then serve the needs of his clients. Andy believes in the client advocacy relationship that is established and delivered on an unbiased basis. Andy’s goal is to help clients connect with their goals and make informed decisions to achieve those goals.
Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from the College of Financial Planning, the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), the Chartered Leadership Fellow (CLF) from The American College, the Certification in Long Term Care (CLTC) by the Corporation for LTC, the Certified Divorce Financial Analyst (CDFA) from the Institute for Divorce Financial Analysts, and the Accredited Investment Fiduciary (AIF) from Fi360. He holds the Series 7, 24, 51, 63, and 65 security licenses, is a registered investment advisor, and holds various state insurance licenses.
Andy has an extensive background in the financial planning industry as an advisor and a corporate executive. He began his career with American Express Financial Advisors in 1983, becoming an advisor before going into a leadership position as the Field Vice President in the Princeton, NJ office, where he supervised 75% of the advisors in the State of New Jersey.
In 1998, Andy joined Prudential Financial as Senior Vice President of Financial Planning, where he was responsible for the creation and implementation of a Fee-Based Financial Planning program across the United States. In 2000, he relocated to Atlanta, GA, as Senior Vice President of the Southern Territory, where under his leadership, he supervised 20% of the advisors in the United States.
In 2010, Andy decided to pursue his passion for working with clients again by assisting them in growing and protecting their wealth. In 2010, he started Ascend Wealth Management LLC and created the Financial Independence Maximizer ™, a comprehensive and holistic wealth management process. In 2013, his firm became one of nine independent firms that are members of the American Medical Associations Physicians Financial Partners Program.
He is an active member of various industry groups, including the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (SFSP), the Financial Planning Association (FPA). He is also a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA).
To better serve his Florida clients, Andy relocated the practice to Jupiter Florida in early 2018 and affiliated with Novem Group, a Registered Investment Advisor and American Portfolios as the broker-dealer in June of 2019.
Andy resides in Jupiter, Florida. He is the proud parent of three children, Andrew, a financial planning major who graduated from The University of Alabama and is a Financial Planner in Atlanta, Justin, a sports marketing graduate of The University of Alabama who now works in Corporate Relations for the Chicago Bears, and Jamie Nicole, a Graphic Design and Business major who graduated from Samford University and now works in the medical franchising industry in Birmingham, Alabama.
In his free time, Andy enjoys golfing, fishing, traveling, and watching all major sports. He is an active member of Calvary Church of Jupiter.
You can easily see my real-time availability and schedule time with me at https://calendly.com/agentile-novem