Archives: Members
Beth Henchesmoore
Marketing Manager
Beth Henchesmoore came to sunny southwest Florida in 2003. She started out here to complete her internship wi...
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of expertise in f...
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement strategi...
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strategy. She e...
Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
Stephen Herrington brings a blend of advanced business insight and client-focused financial planning to his ro...
Scott Nelson, CPA
Wealth Advisor
With a background that includes running his own CPA practice and consulting for businesses of all sizes, Scott...
Judd Garrett
Wealth Advisor
Judd brings a unique blend of analytical insight and leadership experience to his role as a Wealth Advisor at ...
Magda Treviño
Administrative assistant
Magda Treviño serves as the Administrative Assistant at Nova Wealth Management, where she thrives by combining...
Darlene Frazier
Office Manager
Darlene Frazier is the Office Manager at Nova Wealth Management, where she has been a dedicated team member si...
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📈 Interest rates affect more than just mortgages.
Did you know Treasury yields can influence:
🏡 Home loans
💰 Savings opportunities
📈 Investments
👴 Retirement income
💼 Business borrowing
Our newest article breaks down bond yields in plain English and explains why investors should understand what`s happening—even if they never buy a Treasury bond.
Read the full article through the link in our bio!
#Investing #FinancialPlanning #RetirementPlanning #InterestRates #MoneyManagement
Jul 24
🎉🎂 Happy Birthday, Tamara! 🎂🎉
Today we`re celebrating Tamara and all the positivity, dedication, and kindness she brings to the Nova Wealth Management team! 💙 Her commitment to helping others and her willingness to go the extra mile make a difference every day—for both our clients and our team.
We`re grateful to have Tamara as part of the Nova family and hope her birthday is filled with laughter, love, and all the things that make her smile. 🎈✨
Please join us in wishing Tamara a very Happy Birthday and an incredible year ahead! 🥳🎉
💙 Your Nova Wealth Management Team
#HappyBirthday #TeamNova #NovaWealthManagement #Celebrate #OfficeBirthday #Grateful
Jul 23
❤️ Estate planning isn`t about preparing for death…
It`s about protecting the people you love.
A will is important—but it`s only one part of the picture.
Our newest article explains:
📜 Wills
👨👩👧👦 Blended families
⚖️ Powers of Attorney
📝 Beneficiary designations
🏡 Trust planning
💙 Protecting your legacy
The best time to review your estate plan is before a crisis—not during one.
📖 Read the full article through the link in our bio!
#EstatePlanning #LegacyPlanning #FinancialPlanning #Retirement #WealthManagement
Jul 23
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