Mackenzi Springer
Financial Advisor
585-348-9555
mspringer@novemgroup.com
Affiliations & Disclosures */***

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 with a focus on Corporate Retirement Planning. 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®) designation. 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 forms of exercise are cycling, boxing and yoga. In the summer, she spends a lot of time on Conesus Lake. If she’s not on the lake, you’ll be able to find her walking her dog Winston around the Park Avenue area.

Jeremy Raco
Senior Vice President
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.

Greg Wagner
Investment Advisor Representative
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.

Charles Herendeen
Director of Group Retirement Plans
585-348-9549
cherendeen@novemgroup.com
Affiliations & Disclosures */**/***

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.

Anthony Simonetti

Wealth Advisor
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.