Our Organization

Christopher Noviello

 

Christopher Noviello

President, CFP®, ChFC, EA

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Christopher Noviello

 

Christopher Noviello

President, CFP®, ChFC, EA

 

Christopher E. Noviello is the Owner and President of the Noviello Financial Group (NFG). Chris joined the firm in 2000 to partner with his father Nick and to reengineer the business model to accommodate an expanding client base. Chris's passion for helping others is a driving force in the continued growth and success of NFG. As of 2013 and with over 20 years of financial services experience, Chris assumed full responsibility for managing the daily operations of the firm, and for overseeing all client relationships, strategy formulation and business development activities. Chris' guiding principles for the firm include: striving to enhance clients' lives, delivering high quality and tested financial solutions, and providing clients with the highest standards of personalized service.

Prior to joining NFG, Chris gained a breath of financial services experiences. Most recently, Chris was an Investment Banking Associate, focused on mergers & acquisitions, at Friedman, Billings & Ramsey in Arlington, VA. Previously, Chris was an Assistant Vice President of Corporate Strategy & Development at Fleet Financial Group in Boston, MA. He also served in Fleet Bank's Commercial Real Estate Division in NYC, and rotated through private banking and other consumer and commercial lending divisions.

Chris' professional and educational credentials include: CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant (ChFC), Enrolled Agent (IRS), and a Bachelor of Science degree from the ILR School at Cornell University.

Chris is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC and an Investment Advisor Representative of Vicus Capital, Inc.

Chris is also a member of the Financial Planning Association, National Association of Tax Professionals, and the Somerset County (NJ) Business Partnership.

Chris resides in Bridgewater, NJ with his wife Stephanie and twin sons Alex and Andrew. Chris and Stephanie enjoy world travel and love to spend quality time with family and friends. Chris enjoys skiing, golf, reading and playing a wide array of sports with his sons. Chris also serves as a volunteer coach for his sons' lacrosse team.

Nicholas Noviello

 

Nicholas Noviello

Founder (deceased), CFP®, MBA

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Nicholas Noviello

Nicholas Noviello (1939 - 2015)

Founder (deceased), CFP®, MBA

 

Nick formed the Noviello Financial Group in 1994. He was a Financial Planner and optimistic guide to his valued clients for over 25 years. Nick's positive energy, client focus, and high quality standards will remain as the foundation of our operational philosophy.

Nick's expertise and experience was acquired at General Electric where he functioned as a CFO and Strategic Planner of three different profit centers during a 17-year period. In that capacity, Nick identified the often un-met need for executives to have a strategic plan for success in their personal financial lives.

Nick's credentials include: CERTIFIED FINANCIAL PLANNER™ certification, graduate of the GE Financial Management Program, MBA from Boston College and BBA from Bryant College.

Nick was a Registered Representative and investment advisor representative of Cetera Advisor Networks LLC and an Investment Advisor Representative of Vicus Capital, Inc.

Nick was also a member of the National Financial Planning Association, the Institute of Certified Financial Planners and the Somerset County (NJ) Business Partnership.

Nick enjoyed golf, tennis, world travel, philanthropic activity and, most of all, enjoyed spending time with his grandchildren.

Nick is survived by his wife Brenda and two sons, Nicholas Jr. and Christopher.

 

Derek Weaver

Financial Planning Manager, CFP®, MBA

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Nicholas Noviello

Derek Weaver

Financial Planning Manager, CFP®, MBA

 
 

Derek serves as the Financial Planning Manager for Noviello Financial Group. In this role, Derek is mainly responsible for supporting management in the strategic formulation, analytics, preparation, and presentation of the financial plans. Since joining Noviello Financial Group in August 2006, Derek has had an opportunity to participate in most facets of the operations and client support side of the business. Along with financial planning, Derek handles matters in investment management, product support, research support, and income tax planning & preparation.

Prior to joining NFG, Derek spent 6 years with SEI Investments holding multiple roles, most notably as Operations Manager for the SEI Private Trust Company. His other roles at SEI Investments included Service Team Supervisor, Service Team Member, & Mutual Fund Accountant.

Derek's professional and educational credentials include: CERTIFIED FINANCIAL PLANNER™ certification, Bachelor of Science degree in Business Administration from Skidmore College, and MBA from Villanova University.

Derek lives in Clinton, NJ with his wife, Andrea and son Trey. Derek is a car enthusiast who enjoys coaching & playing ice hockey, skiing and spending quality time with his family and their two pugs.

Michael Gabel

Senior Tax Specialist, CPA

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Christopher Noviello

Michael Gabel

Senior Tax Specialist, CPA

 

Mike serves as the Senior Tax Specialist for Noviello Financial Group (NFG). Mike joined the firm in October 2018 and manages the tax function of NFG, which includes tax planning, tax preparation and representation of our clients before tax authorities if necessary. Mike understands that tax efficiency is an integral part of our clients achieving their life goals. Mike places a strong emphasis on NFG deliverables, which compels him to seek a great workplace for our team and excellent service for our clients. His aim is that our clients receive clear and timely communications regarding their individual and estate tax matters, and that they pay no more in tax than is required by the law.

Prior to joining NFG, Mike has served at several CPA and Investment Management firms in New Jersey and New York. Mike graduated from Saint Peter’s College in 1987 with a Bachelor’s degree in Accounting and has been licensed as a CPA since 1989. He also holds the Uniform Investment Adviser Law (Series 65) license, as administered by the Financial Industry Regulatory Authority (FINRA), and is an Investment Advisor Representative of Vicus Capital, Inc.

Mike and his wife, Leila, reside in Westfield, NJ. They enjoy their time together, at home or outdoors, reading, singing, and spending time with their three adult children.

 

 

Keith Behrmann

Financial Planning Analyst, CFA®, CAIA, ChFC®, CLU®

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Nicholas Noviello

Keith Behrmann

Financial Planning Analyst, CFA®, CAIA, ChFC®, CLU®

 

Keith serves as a Financial Planning Analyst for Noviello Financial Group. Keith supports our clients and firm with the comprehensive financial planning processes, with a focus on data gathering, financial analytics, tax and investment planning, insurance a Non-Producing Registered Representative of Cetera Advisor Networks LLC and and estate planning strategies, and financial plan preparation. Keith is a Non-Producing Registered Representative of Cetera Advisor Networks LLC and an Investment Advisor Admin of Vicus Capital, Inc.

Prior to joining NFG in 2021, Keith was a Senior Financial Analyst with AM Best Company, participating in the credit rating assignment for U.S., Canadian, and Caribbean life/annuity and property/casualty insurance companies. Prior to AM Best, Keith was a Senior Business Analyst with Hartford Life Private Placement, a subsidiary of Hartford Life.

Keith earned a Bachelor of Science degree in Mathematics from the University of Delaware and a Master of Business Administration from Quinnipiac University. Keith has earned the right to use the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Chartered Financial Consultant®, and Chartered Life Underwriter® designations.

Keith lives in Randolph, NJ. During his free time, Keith enjoys scuba diving, riding his motorcycle, and playing soccer and ice hockey.

Clare Vitale

Senior Client Service Specialist

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Christopher Noviello

Clare Vitale

Senior Client Service Specialist

 

Clare serves as the Senior Client Services Specialist for Noviello Financial Group. Clare is responsible for supporting management on executive administration and strategic matters, firm calendar management, administrative and operational support of the team and client service.

Prior to joining NFG in 2015, Clare worked with other boutique wealth management firms and provided operations, service and administrative support. Prior to that, Clare worked many years with Executive Management at Merrill Lynch in back office service and operations.

Clare and her husband Ernie live in Readington, NJ, and have three children -- Danny, Tommy and Olivia. Clare enjoys time at the Shore, reading and cooking. But above all, loves spending time with family and friends.

 

 

Donna Wolf

Office Manager

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Christopher Noviello

Donna Wolf

Office Manager

 

Donna serves as the Office Manager for Noviello Financial Group. Donna provides support and management of the firm's calendar, client communications, daily running of operations of the office. Donna also provides administrative support to the NFG team.

Prior to joining NFG in 2018, Donna worked with another wealth management firm providing Administrative Assistant services; and she has over 20+ years of experience as an Administrative Assistant in various settings.

Donna and her husband, Tim, live in Hillsborough, NJ and have 2 married sons and 1 grandson. They enjoy ministry together at the local church where Tim pastors, spending time in the outdoors, and especially time with their grandson.

Michele Philp

Administrative Specialist

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Christopher Noviello

Michele Philp

Administrative Specialist

 

Michele serves as an Administrative Specialist for Noviello Financial Group. Michele provides administrative and operations support for the NFG team, and with a service focus in the areas of client insurance needs, tax preparation, and estate planning support.

Prior to joining NFG in 2021, Michele worked in the property and casualty insurance industry where she served as the Office Manager and Executive Assistant. She brings years of administrative experience to NFG.

Michele and her husband Eric live in Branchburg, NJ and have two sons Chris and Ben as well as their rescue dog Bella. Michele enjoys time at the beach, relaxing, and spending time with her family and friends.

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