Why we Started Nova Wealth

Since 2007, Elizabeth has been bringing her compassionate, honest approach to client relationships along with extensive professional experience. As a Wealth Manager, she helps individuals and families make confident financial decisions so they can focus on living the life they've worked so hard to build. She specializes in retirement income planning, helping clients transition from accumulating wealth to creating predictable, sustainable income throughout retirement.

"Growing up, my dad owned an auto repair shop that my grandfather started. He worked with generations of people who trusted my family. Crawling under a car never enticed me, but the relationships he built on trust lasted for generations. This career allows me to have those things too."

Clear, practical advice tailored to each client's unique goals is a hallmark of Elizabeth's approach. She appreciates the hard work that goes into earning and saving the money entrusted to her care and considers that responsibility a privilege.

Elizabeth continues to live by advice she received early in her career: to make every decision with the legacy she hopes to leave behind and the reputation she wants to be remembered for.

A lifelong Western New Yorker, Elizabeth calls the Southtowns home, where she's raising her two boys. Outside the office, you'll usually find her traveling, enjoying the outdoors, or spending time with family and friends.

Throughout his career, Jeff has maintained a strong focus on helping people and making a meaningful difference in their lives. As a Wealth Manager since 2011, he thrives on helping clients make important financial decisions that enable them to achieve their long-term goals.

Before becoming a Wealth Manager, Jeff served as the Tight Ends Coach, Assistant Offensive Line Coach, and Assistant Recruiting Coordinator at Albright College. That experience helped him develop coaching skills that he continues to apply in his work today. Jeff strongly believes in providing financial education that empowers his clients to make sound, informed decisions.

"Work hard, show up early, be where you are" is Jeff's motto, and he credits his parents for their guidance throughout his life.

Jeff works with clients from all walks of life, primarily professionals seeking long-term financial solutions. He finds the greatest satisfaction in constructing retirement income plans designed to create predictable, sustainable income.

Born and raised in Western New York, Jeff now makes his home in Clarence, New York, with his wife and children. He loves spending time with his family, especially when they can get out on the water and go boating. He has also been a Buffalo Bills season ticket holder with his dad for many years.

Brett comes from a family that has dedicated their lives to serving people in their community in all facets of life. He grew up seeing the trials and tribulations of a family-owned business and knew that he wanted to do something that had a positive impact on people's lives. Math and problem-solving were skills that he had always excelled at, and the Financial Services Industry was a perfect match.

As a Wealth Manager since 2010, Brett takes the time to get to know his client's needs and wants financially. He walks them through past experiences and maps out their financial future in different time frames. Helping them manage expectations and set achievable goals that they can work towards.

"There are a lot of talented people in our industry, and with advances in technology, people can find a lot of information that may be able to help them with their financial goals. When I sit down with new clients, I tell them we are entering into a relationship. I could be the smartest person in finance, but if they don't know that I truly care about their lives/goals, then my impact won't be felt. I believe the time I take to understand my clients and guide them to make decisions is the only way to build a strong relationship."

Brett is easygoing and caring and likes to make people laugh. His steady and measured approach is appreciated by all of his clients.

A Bills fan and Dad, Brett loves spending time with his young family, playing golf, going out for wings, and taking his dog, Diggs, on hikes when the Buffalo weather allows.