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.
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of expertise in financial planning and investment strategy.
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Over the course of a decade at Fifth Third Securities, he served as Vice President and Investment Executive, where he successfully built one of the firm’s top-performing advisory teams by delivering exceptional client service and personalized financial solutions.
In 2011, James co-founded Nova Wealth Management with the vision of creating a client-centric firm where each individual receives tailored guidance and attention. His commitment to excellence and deep understanding of financial markets have earned him consistent recognition, including multiple Five Star Wealth Manager awards from Gulfshore Life magazine.
Originally from Cleveland, Ohio, James now resides in Bonita Springs with his wife, Amy, and their five children. Outside of work, he enjoys spending time with his family, playing basketball with his kids, and cheering on Cleveland’s sports teams.
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement strategies designed to align with their goals and values.
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.
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of expertise in financial planning and investment strategy.
Read more
Over the course of a decade at Fifth Third Securities, he served as Vice President and Investment Executive, where he successfully built one of the firm’s top-performing advisory teams by delivering exceptional client service and personalized financial solutions.
In 2011, James co-founded Nova Wealth Management with the vision of creating a client-centric firm where each individual receives tailored guidance and attention. His commitment to excellence and deep understanding of financial markets have earned him consistent recognition, including multiple Five Star Wealth Manager awards from Gulfshore Life magazine.
Originally from Cleveland, Ohio, James now resides in Bonita Springs with his wife, Amy, and their five children. Outside of work, he enjoys spending time with his family, playing basketball with his kids, and cheering on Cleveland’s sports teams.
Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
Stephen Herrington brings a blend of advanced business insight and client-focused financial planning to his role at Nova Wealth Management.
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Holding an MBA from Florida Gulf Coast University and a BA in Marketing from Jacksonville University, he joined Nova in February 2025 after a proven tenure as a Financial Advisor at Wells Fargo. Prior to that, he held roles with Wells Fargo Clearing Services, Regions Bank, and Fifth Third Bank.
Stephen specializes in helping clients build long-term financial security through informed strategy and attentive guidance. He is supervised by Amy C. Novakovich, CFP®, CRPC®, whose oversight ensures that Stephen delivers high-quality, compliant advice tailored to each client’s circumstances.
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strategy.
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She earned her degree in Business Administration with a concentration in Accounting from the University of South Florida in 1997.
Since joining Nova in July 2015, Tamara has guided clients through wealth-building strategies informed by her experience with registered investment firms, Third Party Administrators USA, and as a former Assistant Vice President at Fifth Third Bank.
Known for her analytical rigor and client-centered approach, Tamara emphasizes clarity and integrity in every financial plan. Her work is supervised by Amy C. Novakovich, CFP®, CRPC®, ensuring consistency, compliance, and personalized attention in service delivery.
Scott Nelson, CPA
Wealth Advisor
With a background that includes running his own CPA practice and consulting for businesses of all sizes, Scott possesses a keen eye for tax efficiency, strategic planning, and accurate financial execution.
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At Nova, Scott focuses on delivering personalized wealth solutions, helping clients with everything from long-term planning and portfolio management to tax-sensitive strategies that preserve and grow their assets. His CPA insight ensures that every financial decision aligns with not only clients’ objectives but also tax-smart practices.
Scott’s approach is defined by clarity, integrity, and a commitment to understanding each client’s individual story. Whether guiding families toward retirement or providing tailored advice to high-net-worth individuals, he treats every relationship with care, precision, and a focus on the client’s best interest.
Judd Garrett
Wealth Advisor
Judd brings a unique blend of analytical insight and leadership experience to his role as a Wealth Advisor at Nova Wealth Management.
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Holding a BA in Religion from Princeton University (1990), he joined the firm in 2021 as an Investment Advisor Representative, bringing a thoughtful and disciplined approach to client strategy.
Judd is dedicated to helping clients, from individuals planning for retirement to families looking to protect and grow their wealth, by aligning smart investment strategies with personalized financial goals. His drive to deliver thoughtful guidance reflects his commitment to treating each client’s future as uniquely important.
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement strategies designed to align with their goals and values.
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.
Beth Henchesmoore
Marketing Manager
Beth Henchesmoore came to sunny southwest Florida in 2003. She started out here to complete her internship with the NCH Wellness Centers, in the final part to secure her Bachelor of Science in Applied Exercise Science from Springfield College, in Springfield, MA.
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In 2008 she received her MBA from Florida Gulf Coast University, while working in the role of Director of Wellness for NCH Wellness Centers. That quick rise from intern to director carried over in helping the Naples YMCA rebuild after a devastating fire that occurred over Labor Day weekend in 2013. She was with the YMCA from 2014-2015, seeing the facility come back to life in serving the community. Another local fitness center needed Beth’s management and guidance, and she made the move to open the first Orangetheory Fitness in Naples.
The year 2017 brought Beth to Nova Wealth Management. While it was a career change on paper, the same zest for getting to know people and taking their financial health seriously was not far removed from dealing with physical health. In 2022 Beth made a choice to return to working closer to her children’s schools – landing her as a Clinical Research Coordinator with Aqualane Clinical Research. While it looked like another career change, Beth explains that it was changing one commodity for another: she went from finance to pharmaceuticals but all the same skills applied. At the encouragement of her family (especially her kids!) she returned to Nova Wealth in June 2025. Here she puts her quest for wanting to know all about their clients to work as she took on the role she’s been doing this entire time: Marketing Manager!
When Beth isn’t inside the walls of Nova, you’re going to find her with at least 1 of her 4 kids (Tyler, Derek, Kaitlyn or Josh), 2 dogs (Riggs the German Shepherd/Belgian Malinois Mix and Luna the Rottweiler), or husband Andy. She enjoys riding motorcycles with Andy, playing with her pipe and drum band Guns N Hoses Pipes and Drums, or volunteering with Project HELP as a Board Member. She loves to travel, with train travel being her favorite way to go. Don’t get us started on her apple or blueberry pie either, because you’ll want one for your own.
Darlene Frazier
Office Manager
Darlene Frazier is the Office Manager at Nova Wealth Management, where she has been a dedicated team member since March 2020.
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With a career spanning finance, business and customer service, she brings decades of experience, professionalism, and passion for helping others.
Originally from Western New York, she moved to Florida in 2011 and quickly embraced the sunshine and outdoor lifestyle. She enjoys fishing, diving, and boating, and is currently exploring photography as a creative hobby.
Darlene is a proud wife, mother of two, stepmother of three, and Mimi to her two precious grandchildren. Her warm, approachable nature and strong work ethic make her a valued member of both her professional team and her community.
Magda Treviño
Administrative assistant
Magda Treviño serves as the Administrative Assistant at Nova Wealth Management, where she thrives by combining her passion for business, finance, and helping others. Her commitment to excellence and client-focused mindset make her a valued member of the team.
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
🎉🎂 Happy Birthday, Scott! 🎂🎉
Today we’re celebrating Scott, one of our advisors and a CPA whose knowledge, professionalism, and thoughtful approach make a real difference for our clients every day. His commitment to helping clients navigate both planning and tax decisions with clarity and confidence is something we truly value.
Join us in wishing Scott a very happy birthday and a year ahead filled with good health, happiness, and continued success! 🎈✨
💙 Your Nova Wealth Management Team
#HappyBirthday #TeamNova #AdvisorLife #CPA #NovaWealthManagement #Grateful
Feb 17
The office is closed, but we’re still out meeting you. Thank you Bonita National for hosting us today. We took the time to meet and answer questions, and even provide referrals to experts that we know.
Do you want to see us in your community? Let us know below!
☎️ 1-888-677-9910
💻 info@novawealthmanagement.com
#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement
Feb 16
In observance of Presidents Day, our office will be closed on Monday, and the U.S. stock markets will also be closed for the holiday.
We’ll resume normal business hours on Tuesday and look forward to connecting with you then! If you need assistance, feel free to leave us a message and we’ll respond promptly when we return.
Wishing everyone a meaningful Presidents Day as we reflect on the leadership and history that continue to shape our nation.
📈 Markets reopen Tuesday
📞 888-677-9910
📧 info@novawealthmanagement.com
#PresidentsDay #MarketHoliday #StockMarketClosed #FinancialPlanning #WealthManagement #NovaWealth #BonitaSprings #NaplesFL #MarcoIsland #DallasTX
Feb 16
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