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 Souhwest Florida 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're independent and a fiduciary - our guidance is centered on what's 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 Southwest 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.
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.
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.
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.
Stephanie Gomez
Wealth Advisor / Bilingual
Stephanie is financial advisor with a unique blend of entrepreneurial leadership and deep financial expertise. With a background in commercial banking and over a decade of experience advising businesses and individuals, she brings a practical, real-world approach to financial planning.
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.
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.
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strategy.
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.
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.
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 community
Committed to the community
We’re proud to call Southwest 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
🏥 WHAT IF YOU NEVER NEED LONG-TERM CARE INSURANCE?
It`s one of the biggest questions surrounding long-term care planning.
You want protection if you need care.
But what happens if you never use the coverage?
💡 Hybrid long-term care insurance may offer another approach.
These policies combine long-term care benefits with certain life insurance or annuity features.
Depending on the policy:
✅ Qualifying long-term care expenses may be covered.
✅ A death benefit or other policy value may remain.
✅ Some premium structures offer greater predictability.
But not every policy works the same way, and hybrid coverage isn`t appropriate for everyone.
The goal is to understand your options before you need them.
📖 Learn more in our latest blog!
🔗 Link in bio.
#LongTermCareInsurance #HybridLTC #RetirementPlanning #FinancialPlanning #EstatePlanning #SouthwestFlorida #BonitaSprings #NaplesFlorida #NovaWealthManagement
Oct 21
🚨 YOUR TAX BRACKET MAY NOT BE WHAT YOU THINK!
Well…at least not the whole story!
You might be in the 22% federal income tax bracket.
But that doesn`t necessarily mean your next financial decision will have a 22% overall impact.
Here`s why:
💰 IRA withdrawals can increase taxable income.
🔄 Roth conversions may affect other tax calculations.
🏥 Additional income could increase future Medicare premiums.
📊 Social Security taxation may also be affected.
Your tax bracket is only ONE piece of your retirement financial picture.
Before making a significant retirement income decision, consider how it could affect your overall financial plan.
📖 Learn more in our latest blog!
🔗 Link in bio.
#RetirementPlanning #RetirementTaxes #RothConversions #MedicareIRMAA #FinancialPlanning #SouthwestFlorida #NovaWealthManagement
Oct 20
💍 MARRIED? YOUR SOCIAL SECURITY DECISIONS ARE CONNECTED!
You may have two different earnings histories…
Two different benefit amounts…
And two different retirement dates.
But you share ONE retirement plan! ❤️
Before claiming Social Security, married couples should understand:
💰 Spousal benefits
📅 Claiming age decisions
❤️ Survivor benefits
📊 How benefits fit into household retirement income
One spouse`s claiming decision can affect the benefits available to the other.
Retirement planning is about more than choosing your own Social Security start date.
📖 Learn more in our latest blog!
🔗 Link in bio.
#SocialSecurityBenefits #RetirementPlanning #MarriedCouples #FinancialPlanning #SouthwestFlorida #NovaWealthManagement
Oct 16
