Jake Kagele, CIMA®
Managing Partner, Financial Advisor

Jake provides financial services for high net worth individuals, trusts, corporations, company retirement plans, foundations and endowments. Through Jake’s combination of financial experience and education, he is able to truly achieve a tailored approach to investing by focusing on the core goals and interests of his clients.

Jake currently holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania since December of 2006. Jake earned IMCA’s Foundations and Endowments certificate in conjunction with the Wharton School in May 2008. Jake is a member of the Investment Management Consultants Association (IMCA).

Janet Baker, CFP® CDFA™
Senior Vice President, Financial Planner

Janet Baker joined NOVA Financial Services in 2009 with over 20 years of experience in financial management and financial planning. In 1983, Janet graduated with a Bachelor of Commerce Honors from Queen’s University at Kingston, Ontario – one of the world’s top ranking business schools. Janet has earned the Certified Financial Planner® and Certified Divorce Financial Analyst™ designations. Janet holds the investment advisor license as well as an Arizona state life and health insurance producer’s license.

Having owned and operated a successful small business, and having experienced the loss of loved ones unexpectedly, as well as a divorce, Janet knows firsthand the importance of financial planning and is passionately committed to educating and serving her clients. Her areas of expertise include budgeting, survivor needs, education funding, investing and asset allocation, tax management, retirement planning, estate planning, cross-border planning, and divorce financial planning.

Janet is an active member of the Financial Planning Association of Southern Arizona, and a current Advisory Board Member of Divorce Recovery, an organization dedicated to providing emotional and educational support to members of Tucson families going through a divorce or separation. In addition, she has volunteered with the Women’s Foundation of Southern Arizona, and with Junior Achievement – an organization that brings financial literacy to Tucson’s elementary schools. Janet teaches the “Financial Life After Loss” class for Divorce Recovery – a class for people who have experienced the loss of a loved one through death or divorce and who need help managing their finances.

Mike Maré
Executive Vice President of Investments, Colorado Branch Manager

Mike is married and the proud father of a son and a daughter.  He and his family reside in beautiful Colorado Springs and enjoy the active Colorado lifestyle. As a financial advisor, he has worked for Edward Jones, Key Investment Services (Key Bank), New England Financial, and he is the founder of Quantum Wealth Strategies.  He recently moved Quantum Wealth Strategies into partnership with NOVA Financial & Insurance Services and is excited about the powerful Colorado coalition he now leads and the extensive benefits it brings to his current and future clients.

Prior to being a financial advisor, Michael served as a Tucson Police Officer, Detective, and Sergeant.  He was a long time member of the Tucson Police Department Hostage Negation Team and a Certified Police Ethics Instructor.  He describes his fourteen years with the Tucson Police Department as a wonderful chapter of his life where he had the privilege of serving the public and working with exceptionally talented peers and leaders.

Mike graduated from Amphitheater High School in Tucson, Arizona then attended Rhodes University in Grahmstown, South Africa.  He returned to Tucson and finished his Bachelor of Science Degree at the University of Arizona.  He later completed a Master of Science in Management at Northern Arizona University.

Jeff Johnson
Vice President, Senior Financial Advisor

Jeff Johnson joined NOVA Financial & Insurance Services in early 2016, having began his career at Merrill Lynch in 1999. Jeff enjoys working with clients all over the country, assisting them with all aspects of financial planning.

In his spare time, Jeff enjoys traveling and spending time with his wife Denise.

Thomas M. Fischer
Financial Advisor

Tom Fischer joined us with more than 15 years of financial planning experience. He brings creative estate and business planning ideas together with solid investment strategies and innovative insurance solutions. These proven ideas bring clarity to the often complex task of accumulating and protecting wealth, as well as transferring that wealth onto the next generation in an orderly and efficient manner

Tom will work with you and your clients to get a firm grasp of your goals and dreams. These goals and dreams will be woven into your financial plan; and Tom will act as a catalyst to get things done. Tom’s primary measure of success is the fact that his planning implementation efforts allow his clients to spend less time worrying about their financial situation, and more time on what they love in life. His number one goal is ongoing client satisfaction and he understands the importance of communication. Through communication and long-term relationships he will adapt and mold your plans as your situational needs change.

Tom holds a bachelor’s degree in finance from Northern Arizona University. Born in Tucson, Tom is a native Arizonan and is an avid outdoor sports enthusiast. He currently resides in Mesa, Arizona along with his wife Sherri and two young sons, Cole and Logan.

For more information on Tom Fischer, please visit ArizonaFinancialPlan.com

Jeff Daniels
Financial Advisor

Jeff Daniels joined NOVA Financial Services in June of 2010. Before going into private practice with NFIS, Jeff spent 11 years at Edward Jones building his business and his unique expertise of solving and implementing retirement plans and financial strategies for individuals and small businesses.

Jeff has been a resident of Southern Arizona for over 20 years and resides in the Vail area. He is the devoted father of three children. Jeff is very active in his community and has participated on several non-profit boards and organizations over the years. In addition, he has mentored youth in his community through various athletic programs. Jeff is a licensed Series 7 and Series 65 Financial Advisor.

Victor G. DeNigris, AAMS®
Financial Advisor

Vic DeNigris is a graduate from Fordham University with a degree in Finance and completed requirements for Accredited Asset Management Specialist (AAMS®). Vic worked over 30 years in commercial lending and retail banking and retired in 2002 as Vice President and Manager at Bank of America. After several years as a Financial Advisor with Edward Jones, he recently decided to take his knowledge and experience to the next level with NOVA Financial Services, where he can offer a variety of financial products and services customized to his clients’ financial needs. 

Jeanne Klouda
Financial Advisor

Jeanne has been in the financial services industry since 2011. Prior to joining NOVA Financial & Insurance Services, Jeanne was a Financial Advisor with Merrill Lynch. She also previously worked in the aerospace field, utilizing the same process discipline that she now uses for her clients. Her focus is on developing strategies that enable retirees, professionals, small business owners and their families to meet their immediate needs, while saving for longer-term goals.

Her thirty years of engineering experience enables her to streamline her client’s financial situations to identify measurable goals that she can guide her clients in reaching.  Her holistic approach to planning has led her to pursue her Certified Financial Planner Designation through the American College for Financial Planning, where she has recently graduated from the coursework and is preparing currently to sit for the Certification Exam.

Susan Kaufman, MBA
Vice President, Financial Advisor

With more than 31 years of experience as a financial advisor, Susan helps individuals and business owners develop plans for creating and keeping wealth. She provides guidance for accumulating assets, preserving capital, and reducing portfolio volatility. She concentrates on managing investment portfolios, and designing retirement and estate plans.Fluent in Spanish and French, Susan is a specialist with Foreign Nationals. She provides her NRA clients timely and strategic investment advice in order to meet goals for their US investment portfolios.During her career, Susan has worked for only two companies; Smith Barney (E.F.Hutton,-Shearson Lehman) and Wells Fargo Advisors (A.G.Edwards, Wachovia). Susan received her MBA from the University of Arizona and her B.A. in Psychology and French from the University of Waterloo, Ontario, Canada. She has one daughter, Jennifer, who is a student in veterinary school. Her recreational activities include scuba diving, yoga and hiking.

Marcos Madril
Financial Advisor

Marcos is a graduate from The University of Arizona and part of his mission is to advise families on ways to send their children to college without depleting their own retirement. Marcos has a specialized focus on comprehensive financial plans that provide sound preservation of capital with income growth. Marcos builds portfolios that are catered to your life, whether you’re looking for tax advantages, higher return investments, insurance options or just the best way to reach your vision of retirement.

With over 15 years of experience and being on a specialized team of Advisors at NOVA Financial, Marcos is able to offer a wide range of financial solutions with uncompromised integrity.

Marcos Madril has been an active member of the local community and is currently involved with a number of community organizations, including Tucson Chamber of Commerce, Tucson Hispanic Chamber of Commerce and Arizona District 5 Little League. When Marcos is not helping his clients achieve their financial goals, he is spending time with his three boys or helping out in his community.

Ron Wilson, ChFC, CLU
Financial Advisor

Ron has been providing financial guidance for over 37 years. Giving independent and objective advice to individuals in all facets of wealth management, he works with his clients to design investment portfolios, estate conversation, and planned giving strategies, as well as insurance and risk reduction alternatives. He has extensive experience in helping business owners and their families develop succession plans, executive compensation strategies and qualified retirement plans.

Ron is active in educational study groups with professionals. He is a member of the Planned Giving Roundtable of Southern Arizona and past President of the Board of FPA/Financial Planning Association of Southern Arizona and the American Society of Financial Service Professionals. Involved in the community, he served as a College Associate of the Eller College of Business at the University of Arizona.

His professional designations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), both granted by the prestigious American College. Ron also has been an adjunct professor for the American College, teaching financial service professionals the courses required for advanced accreditation in financial counseling. He has also earned a certification in Retirement Planning from the Wharton School, University of Pennsylvania.

Brittany Kagele
Operations and Business Development Manager

Brittany has over ten years experience working in the financial industry as an office administrator and has extensive knowledge in client relationships and account services. She began as an intern at an independent Wachovia firm in 2005 and has been working in the financial industry ever since. She is a main point of contact for our clients and business partners, which includes account servicing and account opening, as well as seminars and presentations. She also organizes all of our marketing and schedules any upcoming events.

Brittany received her degree from the University of Arizona’s Eller College of Management, with a Major in Business Administration and specialty in Marketing. Brittany is sure to give back to her college by participating in guest-speaking engagements, lectures and assists with many student activities such as resume checks, interview preparations and employer outreach assistance. She is involved with many community activities by serving on the board and several committees for the Boys and Girls Clubs of Tucson and is also a committee member for the Blair Charity Group.

Leslie Rodriguez
Office Administrator

A Tucson native, Leslie has been actively involved in the Tucson community for many years. She received her education from the University of Arizona and was a co-owner of a local print shop for many years. She grew a passion for working in the clerical field and has experience in office administration and operations.

In her spare time, Leslie enjoys spending time with her three children, two of which graduated from the University of Arizona. She is also proud to have a graduate from Concordia University. Now an empty nester, she enjoys dancing, listening to music and watching a good movie.

Gianna Cacolici
Executive Assistant to Janet Baker

Gianna graduated from the University of Arizona in 2014 with a Bachelor of Arts in Creative Writing and a Bachelor of Science in Mathematics.  She entered the financial industry in 2014 with previous experience as an executive assistant and as an editor.  Gianna is licensed in Health, Life, Disability, and Long Term Care Insurance.

Passionate about assisting people through difficult situations, Gianna is devoted to helping clients find ease and peace of mind in the financial matters of divorce.  Her goal is to become a financial advisor. She hopes to help people plan for their present situation as well as their future, so that clients realize that divorce is not the end, but the beginning of a new stage of their financial life.

As a Tucson local, Gianna has worked at a number of philanthropies in the Tucson area and loves to spend time outdoors. She finds joy in reading, yoga, and social interactions.

Jay Williams
Financial Advisor Assistant

Jay joined the NOVA Financial & Insurance Services team in the summer of 2016 as an intern. A Tucson native who went to Salpointe, he is currently studying Business Economics at Brown University, where he also plays football.

In his spare time, he enjoys spending time with family and watching movies.

Josie Hoey
Administrative Assistant - Colorado Springs

Josie has been in the financial industry for 7 years, getting her start with New England Financial. She is pleased to call NOVA her new home. She has a degree in Accounting from Regis University and holds a Series 6 license.  She has an extensive background in administration and accounting.  Prior to being in the financial industry, she was an Assistant Administrator for a 1,000 member church. She is also a veteran, having spent 4 years in the US Army.

Josie is originally from New Jersey and now calls Colorado Springs her home.  She is married and has 7 grandchildren, all of whom live in Georgia. Josie loves spending time with her grandchildren, visiting the beach, and taking trips with her husband on their motorcycle. She is also involved in her church and spends time helping out at Urban Peak, which is a homeless shelter for teenagers.

Olivia Wann
Receptionist

Olivia is a current University of Arizona student, studying Communication and eSociety. She aspires to go to graduate school after earning her bachelor’s degree. She began as a receptionist at NOVA in April 2016, and looks forward to assisting the financial advisors and their clients every day.

 

Olivia has a passion for baking, and is always the first to volunteer to bring dessert. When she isn’t trying a new recipe, she loves to do design projects around the house and spend time with family and friends. She is a Tucson native, and enjoys the warm weather with her fiancé and their two pugs, Daisy and Petunia.