In addition to being recognized as one of the leading teams of wealth managers in the business, James and Amy are thought leaders in the industry, authors, speakers, and media personalities.

Our founders are very proud to say that we have effectively assisted clients across the country through the maze of financial choices. We look forward to continuing to build relationships and help families pursue their financial goals for decades to come. 

Co-Founder | Wealth Advisor

"Do something that your future self will thank you for."

James began his career in 2001 in Willoughby, Ohio. After working several years for large, investment firms, James saw there was a void between what clients needed and what these firms were able to provide. From that experience, James Co-Founded Nova to create an environment where each client is managed as an individual.

Co-Founder | Wealth Advisor

"An investment in knowledge always pays the best interest."

Amy is a native of Wisconsin and moved to Florida in 2004.  Combining her education in both Psychology and Finance, Amy specializes in creating unique cash flow and investment strategies. Amy Co-Founded Nova because she recognized that planning is not just about the numbers, it's also about the reality that people are emotionally connected to their money, and they need an advisor that sees them as if they were the only client. 

Office Manager

Bethany McElheran holds a Bachelor of Science from Springfield College in Springfield, MA and an MBA from Florida Gulf Coast University.  She began her career in 2003 focusing on health and wellness.  Beth changed course after working for, and building, several companies in the local southwest Florida area and came to Nova Wealth Management in July 2017.

Wealth Advisor

Ryan was raised in South West Florida, which means he has seen a lot of growth over the years and has gotten to know people from all over the world. Ryan joined the financial industry because of his heart for helping others and his passion for moving clients from where they are to where they never thought they could be. Before finance, Ryan was in ministry with Young Life, a youth-focused

organization.  Ryan understands the sensitivity around finances and believes that education is a key component of creating financial freedom.

Tamara Clingan
Wealth Advisor

Tamara earned her Bachelor’s degree in Accounting from the University of South Florida.  She started her career in Bloomfield Hills, Michigan and has spent more than 10 years assisting clients in all aspects of personal finance. Tamara first worked for an independent broker/dealer in 1997 and has since worked in all facets of personal finance including, deposits, lending, investment planning strategies and tax planning strategies.   "My passion is to help my clients balance their long-term goals with

their day-to-day choices. I confirm that their diligence has paid off and they’re ready to retire or to analyze and explore the ramifications of major decisions like a career change or the sale of a business or home. It’s tremendously rewarding to help my clients make good decisions and achieve their goals.”

(239) 444-1794


24311 Walden Center Drive, #200

Bonita Springs, FL 34134

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