Anne C. Novak, CPA, PFS, CTFAClient Advisor, Meristem & Vice President, Meristem Trust Company 952-838-3564 • firstname.lastname@example.org
Anne Novak is passionate about serving clients which she has done for the last 15 years through Meristem and her prior experience in public accounting. She advises clients as they navigate their complex financial lives by helping families articulate their goals and objectives. Anne presents a tailored process to achieve this. By pairing her practical approach with her technical skills, clients know their financial well-being is well attended to. Anne continually challenges how Meristem can improve by serving as a member of the Meristem Wealth Strategies Committee and by contributing in the creation of the Meristem Trust Company; both dedicated to enhancing the client service offering.
"Don’t wait for the perfect moment, take the moment and make it perfect." - Author Unknown