Our
Story
Nova Advisory is born from the strategic merger of Pivotal Drive and Nova CPM. This union brings together two industry leaders with complementary strengths in technical prowess, financial transformation, and customer satisfaction.
At the heart of Nova Advisory is a shared ethos both firms swear by: excellence. We are deeply committed to handpicking only the industry's best, ensuring that every interaction, solution, and innovation exemplifies the unparalleled quality with which Nova Advisory has become synonymous.

Mission
Our mission is to serve as dedicated allies for financial professionals, leveraging our industry expertise to create strategic pathways towards financial transformation.
We are committed to delivering a world-class experience, transforming financial perspectives, and unlocking unprecedented value for the individuals and organizations we work with.
Our vision is to become the trusted guiding partner for financial professionals, empowering them to unlock extraordinary value and achieve financial transformation through our deep understanding, collaborative approach, and transformative strategies.
Vision
Our Team of Experts


Operations Director
Andy Smetana


Sr. Specialist
Kelley Simon-Cardoso


Sr. Specialist
Michael Zahorik


Sr. Specialist
Deb Romine


Senior Manager
Kristen Rapp


Managing Partner
Sal Messina


Partner
Greg Hertling


President
Laurie Bumba


Director
Susan Maron


Sr. Specialist
Jen Jessel


Partner
Liz Weir


Lead Architect
Tom Abbate
Partners and Customers
We work with executives, accountants, and financial professionals from prominent national and global companies. Our approach is rooted in thoughtfulness and astute business acumen, enabling us to help them navigate complex data challenges and devise effective solutions using OneStream.
