What sets us apart is our fresh, modern approach to financial planning.
We believe that traditional thinking for financial planning no longer works. So, we think beyond dollar figures and focus on attaining your lifestyle goals. We also think beyond traditional investments and look at other revenue sources; like rental properties or perhaps even a side job to earn extra income.
Our objective is to distill complex issues and strategies into an easily understandable format, empowering you with knowledge and confidence. This way, no one is left out of the conversation – you are actively involved in crafting a personalized plan that meets your changing needs.
Cody LaPage
Co-Founder, Financial Advisor, AIF®, CEPA
Cody holds the Certified Exit Planning Advisor (CEPA) and Accredited Investment Fiduciary® (AIF®) designations. When working with business owners specifically, the CEPA designation gives him a more in-depth understanding of the challenges and opportunities an owner will face throughout their journey. Which in turn leads to better planning for his clients.
Cody and his fiancé, Elizabeth, live in the Saratoga Springs area with their son Micah and dog Ruby. When not in the office Cody can often be found at the farm spending time with his horses or enjoying the outdoors.
Michael Altavilla
Co-Founder, Financial Advisor, CFP®, SE_AWMA®, CHFC®, CEPA
Michael became an advisor in 2013 to work alongside his father, Randy, to help clients meet their personal and financial goals. As their goals evolved, Michael furthered his education completing the CFP® certification, Sports and Entertainment Accredited Wealth Management Advisor (SE_AWMA®), ChFC® and Certified Exit Planning Advisor (CEPA) designations. He prides himself on getting to know his clients and understanding what matters most to them. Michael has always enjoyed helping people and is grateful this job allows him to support his clients in different ways each day.
Michael lives in Saratoga Springs with his wife and daughter. He enjoys playing soccer and golf, going skiing, traveling and spending time in the Adirondacks.
Richard Totman
Financial Advisor, ChFC, LUTCF
Richard started his career as a financial advisor in 1982.
He focuses his practice on managing cash flow during working years, through retirement and beyond with income and estate planning. His tenure in the business has given him the opportunity to develop long term relationships through multiple generations of clients. His specialty is the creation, organization and implementation of cash flow and security planning through the systematic execution of a long-term financial plan. He is looking forward to doing the same with Novus Wealth Strategies.
Richard lives in Rhinebeck, NY with his wife, Barbara. His 5 children and 13 grandchildren live in the area, which makes family gatherings extra special. He is a musician and enjoys skiing, scuba diving and travelling in his RV.
Randy Altavilla
Chief Strategy Officer, CLU®, ChFC®, MSM, MSFS, AEP®, RICP®
He holds a master’s degree both in Management as well as Financial Services and is a Retirement Income Certified Professional® and Accredited Estate Planner®. He assists our office with financial and estate planning research and support.
Randy currently lives in Arizona with his wife Patty.
Tai St. John
Executive Assistant
Tai St. John joined Novus Wealth Strategies in 2021 as an Executive Assistant to partners Cody LaPage and Michael Altavilla. She has 20 years of experience in the financial services industry. Her extensive knowledge base helps her to coordinate and manage client administration and day-to-day operations. She is dedicated to providing superior client service.
Tai lives in Saratoga Springs with her husband, two children, and their dog Apollo. When she is not working, she enjoys traveling with her family, playing tennis, trivia with friends, and trying new cuisines.
Christine Hoogkamp
Executive Assistant
Christine Hoogkamp has over 30 years of experience in the financial services industry and the last 10 years with DeMaria Financial and the last four of those years with Novus.
She leverages her extensive experience in the industry with strong problem-solving and critical thinking skills along with excellent teamwork and communication abilities. She thrives in fast-paced environments and delivers results that exceed expectations.
Christine lives in the area with her dog Mika and cat Bella. Outside the office she loves gardening, cooking, and antiquing.
Georgette Hall
Executive Assistant
Georgette has 36 years of experience in the financial services industry, first as a property and casualty insurance broker and customer service representative, then as an executive assistant for Richard L. Totman for the last 18 years.
Kindness, patience and authenticity complement her analytical skills in nurturing strong, trusted relationships with the clients she serves.
Georgette lives in Rhinebeck with her husband. She volunteers for local non-profits and enjoys exploring new places while camping.
Gregory Beaulieu Jr.
Client Service Associate
Greg joined the financial services industry in 2023 as a Financial Representative Intern, later becoming a Client Service Associate (CSA) in 2025. In his role he supports advisors in delivering personalized financial planning strategies, while maintaining strong client relationships. He holds his Securities Industry Essentials (SIE) and Life and Health Insurance licenses. He leverages his background to assist and provide remarkable client onboarding, service, and investment-related processes. Greg earned his bachelor’s degree in business administration with a concentration in Finance from Furman University, where he developed a strong foundation in financial planning and investment analysis. Greg lives in Saratoga Springs and, outside of work, enjoys staying active, following the markets, and spending time with family and friends.
We’ll help you plan for a future in living color.
Whatever lifestyle you see for yourself, Novus Wealth Strategies is here to help make it come to life.