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Vince Palumbos

by nextAdmin1 | Jul 2, 2021 | Financial Advisor

Vince Palumbos Financial Advisor 585-348-9423 vpalumbos@novemgroup.com Affiliations & Disclosures */**/*** Read...

Tom Froehlich

by NovemAdmin | Jul 2, 2021 | Financial Advisor

Tom Froehlich Financial Advisor 732-974-3770 tom@froehlichfinancial.com Affiliations & Disclosures */**/*** Read...

Thomas Burke

by nextAdmin1 | Nov 19, 2019 | Financial Advisor

Thomas Burke Investment Advisor Representative 585-348-9539 tburke@novemgroup.com Affiliations & Disclosures *** Read...

Stephen Roehrig

by nextAdmin1 | Nov 19, 2019 | Financial Advisor

Stephen Roehrig Financial Advisor 585-348-9517 sroehrig@novemgroup.com Affiliations & Disclosures */*** Read...

Patrick Manuel

by nextAdmin1 | Nov 19, 2019 | Financial Advisor, Top-Management

Patrick Manuel President & Financial Advisor 585-348-9552 pmanuel@novemgroup.com Affiliations & Disclosures */*** Read...
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Vince Palumbos

Financial Advisor
585-348-9423
vpalumbos@novemgroup.com
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.

Tom Froehlich
Financial Advisor
732-974-3770
tom@froehlichfinancial.com
Affiliations & Disclosures */**/***

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.

Thomas Burke

Investment Advisor Representative
585-348-9539
tburke@novemgroup.com
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.

Stephen Roehrig
Financial Advisor
585-348-9517
sroehrig@novemgroup.com
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.

Patrick Manuel
President & Financial Advisor
585-348-9552
pmanuel@novemgroup.com
Affiliations & Disclosures */***

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.