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About Us
NOVA Financial Services is a full service financial services company committed to providing its clients with sage and sound investment advice. NOVA Financial Services believes that a solid investment strategy must be developed individually for each client by focusing on their core goals and interests.
Personal commitment to professional excellence, coupled with a strong desire to help others, is the common thread among the Investment Advisors at NOVA Financial Services. We often hear that the experiences that our clients have working with NOVA are far superior to those encountered at other investment companies. We're proud of that difference, and of the long lasting relationships we have forged with our clients, their friends and their families!
NOVA Financial Services is a broker of National Financial Services, LLS, a Fidelity Investments company, which is one of the largest providers of brokerage services nationally. National Financial Services LLC serviced over 18.5 million accounts representing $1.7 trillion in assets in 2008. NOVA Financial Services’ partnership with National Financial Services ensures that our clients will receive the personalized investment attention they deserve coupled with the security of a stable, nationally recognized investment corporation.
Our Team
Jake Kagele, CIMA
Managing Director
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 received his Certified Investment Management AnalystSM (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania in 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) and his licenses include series 7, 66, 31 and life & health insurance.
Janet Holmes, CFP® CDFA™
Senior Vice President
Janet Holmes joined NOVA in 2009. She has over 20 years of experience in financial management and financial planning.
Janet is committed to helping busy people focus on their dreams and achieve their financial success. Having owned and operated a very successful small business, and having experienced the loss of loved ones unexpectedly, as well as a divorce, Janet knows first hand 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.
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. She also has a Certified Financial Planner® designation along with a Certified Divorce Financial Analyst™ designation.
Janet is a Board Member of the Financial Planning Association, Tucson Chapter and Divorce Recovery. She also teaches a class the second Monday of every month called Financial Life After Loss for people who have experienced the loss of a loved one through death or divorce and need help managing their finances. To register, please call Janet at 520.202.7659.
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