585-348-9555
mspringer@novemgroup.com
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Mackenzi attended St. John Fisher College and graduated with a degree in Communications and Marketing in 2017. She joined Novem Group as an Investment Assistant in April 2018. Mackenzi was eager to obtain all necessary licenses to become a Financial Advisor and has been working with individual clients and Group Retirement plans ever since. She holds her Series 7, Series 65, Series 63, New York State Life, Accident and Health Insurance license as well as the Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner® (CFP®) designations. Mackenzi is currently taking on new clients for individual and group retirement planning.
A Rochester native, Mackenzi enjoys trying out new restaurants in the downtown area with friends on the weekends. She is passionate about health and fitness; her favorite hour of the day is the one she spends in the gym. In the summer, Mackenzi spends a lot of time on the Finger Lakes. If she’s not on the lake, you’ll be able to find her at the nearest dart board.
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.
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. He helps his clients develop, prioritize, and achieve their financial goals by taking a holistic approach to creating a complete financial picture. This approach allows recommendations to be customized to each client’s individual needs. Greg specializes in wealth accumulation, portfolio construction and analysis, retirement income strategies, protecting loved ones with insurance, and wealth transfer strategies.
Within the firm, he manages the financial planning department. Leveraging the latest financial planning software to develop and analyze financial plans. Working closely with other advisors to produce innovative strategies and provide in-depth analyses. His efforts focus on ensuring that each plan is both comprehensive and uniquely tailored, addressing the nuanced needs of diverse clients. By fostering a collaborative environment, he enhances the overall quality of recommendations and strengthens the firm’s ability to deliver exceptional value.
In addition to his client-facing work, Greg is the host of the Novem Nexus Podcast: Navigating Your Financial Narrative, where he explores the intersection of financial planning and personal decision-making. Each episode provides valuable insights into the challenges and opportunities of managing finances, offering actionable advice to listeners. Whether you’re just starting your financial journey or looking to refine your strategy, tuning in to the podcast is a great way to gain clarity and inspiration for navigating your own financial narrative.
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 15 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 over 30 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 resides and is an active supporter of Victor Lacrosse. He enjoys golf, playing guitar and his family time. His wife Gina is a teacher in the Fairport Central School District and he has three children, Allison, Jack and Matthew.
585-348-9227
cgueli@novemgroup.com
Affiliation & Disclosure ***
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.