Our Team
Our Team
Meet our team of trusted wealth advisors
Meet our team of trusted wealth advisors
At Nova Wealth Management, we believe that financial planning isn’t just about numbers, it’s about people. That’s why we’ve built a team of experienced, passionate, and highly credentialed professionals dedicated to helping you pursue your financial goals with clarity and confidence. As proud members of the Naples, FL community, each member of our team brings unique expertise and an unwavering commitment to delivering personalized financial guidance.
What sets our team apart?
What sets our team apart?
Our team is more than just financial advisors. We are educators, fiduciaries, planners, and partners who walk with you through every stage of your financial journey. With decades of combined experience, our advisors are dedicated to building long-term relationships based on integrity, transparency, and trust.
Independent & Fiduciary
We are a fee-only firm, which means we’re not paid commissions to sell products. Our advice is always in your best interest.
Credentialed Professionals
Our team includes Certified Financial Planners™ (CFP®), Chartered Financial Analysts® (CFA®), and other industry-recognized experts.
Local Focus, National Expertise
Based in Naples, Florida, we serve clients locally and across the country with tailored financial strategies.
Our Leadership Team
Our Leadership Team
Our financial advisors are more than investment professionals—they are trusted partners dedicated to helping clients build, preserve, and enjoy their wealth with confidence. Drawing on decades of combined experience, our advisors develop personalized strategies tailored to each client’s goals, lifestyle, and legacy. Every plan is designed to adapt over time, ensuring your financial strategy evolves as your life and priorities do.
Jim Novakovich
Co-Founder & Wealth Advisor
Amy Novakovich
Co-Founder & Wealth AdvisorJames Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of exper…Read More
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement…Read More
Our Financial Advisors
Our Financial Advisors
At the heart of Nova Wealth Management is a leadership team committed to excellence. Every decision we make and every strategy we recommend is influenced by our deep understanding of the complexities of wealth and the uniqueness of each client’s story.
Scott Nelson, CPA
Wealth Advisor
With a background that includes running his own CPA practice and consulting for businesses of all siz…Read More
- scott@novawealthmanagement.com
- Nova Wealth Management
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement…Read More
- amy@novawealthmanagement.com
- Nova Wealth Management
Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
Stephen Herrington brings a blend of advanced business insight and client-focused financial planning …Read More
- stephen@novawealthmanagement.com
- Nova Wealth Management
Judd Garrett
Wealth Advisor
Judd brings a unique blend of analytical insight and leadership experience to his role as a Wealth Ad…Read More
- Judd@novawealthmanagement.com
- Nova Wealth Management
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of exper…Read More
- james@novawealthmanagement.com
- Nova Wealth Management
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strate…Read More
- tamara@novawealthmanagement.com
- Nova Wealth Management
Our Client Service Team
Our Client Service Team
The Nova Wealth Management client service team is the heartbeat of our firm—ensuring every detail is handled with precision, care, and efficiency. From onboarding to ongoing account management, our team delivers an exceptional client experience rooted in communication, responsiveness, and genuine relationship-building. We take pride in making complex financial processes feel seamless, so our clients can focus on what matters most.
Darlene Frazier
Office Manager
Darlene Frazier is the Office Manager at Nova Wealth Management, where she has been a dedicated team member si...
- darlene@novawealthmanagement.com
- Nova Wealth Management
Magda Treviño
Administrative assistant
Magda Treviño serves as the Administrative Assistant at Nova Wealth Management, where she thrives by combining...
- magda@novawealthmanagement.com
- Nova Wealth Management
Beth Henchesmoore
Marketing Manager
Beth Henchesmoore came to sunny southwest Florida in 2003. She started out here to complete her internship wi...
why work with our team?
why work with our team?
At Nova Wealth Management, we take pride in being your financial advocates. Whether you’re just starting to build wealth, planning your retirement, or managing a business, our team is ready to provide thoughtful, strategic advice tailored to your unique needs.
We understand how crucial it is to make informed financial decisions, especially in today’s constantly evolving landscape. That’s why our events are led by people who don’t just understand markets, they understand people. You’ll leave each event feeling more informed, more empowered, and more connected.
Committed to the naples community
Committed to the naples community
We’re proud to call Naples, Florida home. Many of our team members are active in local organizations, schools, and philanthropic efforts. We believe in giving back to the community that has given so much to us. Our clients aren’t just clients; they’re neighbors, friends, and partners in a shared mission of success.
Start the conversation
Start the conversation
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
Take the First Step
🚗🎁 December Is Car Donation Month — Is It the Right Move for You?
Donating a vehicle can be a meaningful way to give back and potentially receive a tax deduction — but it’s not always the best choice for everyone.
Before you hand over the keys, here are a few things to consider:
🔹 Tax Benefits
You may be able to claim a charitable deduction, depending on how the organization uses your vehicle and your individual tax situation.
🔹 Fair Market Value vs. Sale Proceeds
Sometimes the deduction is based on the charity’s sale price of the vehicle, not the value you see online. Understanding how this works can help set expectations.
🔹 Your Financial Goals
Does donating support your tax plan, or would selling the car privately be more beneficial?
🔹 Charity Selection
Make sure the organization is a qualified 501(c)(3) and provides the proper documentation for your records.
If you’re considering a car donation this month but want to understand the financial impact, we’re here to help you think it through.
#CarDonationMonth #CharitableGiving #TaxPlanning #YearEndPlanning #NovaWealthManagement
Dec 18
Financial planning isn’t static—it’s a process.
Wisdom often comes from aligning financial decisions with your goals 🎯, your values 💭, and life’s changing circumstances 🔄.
What works today may need to evolve tomorrow, which is why regular reviews and thoughtful planning matter. A strong plan is designed to adapt as your life does.
If you’d like to talk through your goals or review where you are today, our team is here to help 🤝. Call us at 1-888-677-9910 to schedule a conversation 📞.
#WealthWisdomWednesday #FinancialPlanning #ThoughtfulPlanning #LongTermPlanning #FinancialClarity #GoalsAndValues #LifeTransitions #NovaWealthManagement
Dec 17
🕎 Happy Hanukkah from Nova Wealth Management
As the Festival of Lights begins, we want to extend our warmest wishes to all of our clients, friends, and families who celebrate. ✨
May this Hanukkah bring you light, joy, and peace — and may your homes be filled with warmth, love, and gratitude during this special season. 💙
From all of us at Nova Wealth Management, Happy Hanukkah!
#HappyHanukkah #FestivalOfLights #Gratitude #NovaWealthManagement #Community #SWFL #DallasTX
Dec 14
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