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.