Anne C. Novak, CPA, PFS, CTFA

Shareholder, Client Advisor, Vice President - Meristem Trust Company

anne-novak

When Anne Novak started her career in public accounting, she knew immediately that she wanted to work in the individual income tax area. Anne was drawn to helping individuals understand their complex tax situations. After years of preparing tax returns, she realized she wanted to strengthen and deepen her relationships with her clients and that is what led her to Meristem in 2005. In 2015, Anne deepened her role at Meristem as it formed Meristem Trust Company to further serve client families. Anne enjoys her dual role as Lead Client Advisor at Meristem and Vice President of Meristem Trust Company to serve the complete financial, estate and charitable strategies of clients.

Family has always been at the center of Anne’s life. A cabin in Crosslake, MN has provided her with many memories of time spent there with her extended family and where she now is creating memories with her three children.

WORK EXPERIENCE

Meristem
Vice President, Meristem Trust Company, 2016 – Present
Client Advisor, 2005 – present

Deloitte
Senior Accountant, 2002 – 2005

Arthur Andersen LLP
Staff Accountant, 2000 – 2002

EDUCATION

University of St. Thomas
BA, Accounting (2000)

PROFESSIONAL DESIGNATIONS

Certified Trust Financial Advisor, CTFA (2017)
Personal Financial Specialist, PFS (2010)
Certified Public Accountant, CPA (2003)

PROFESSIONAL AFFILIAITIONS

Five Star Wealth Manager * (2011, 2013, 2017, 2018, 2019, 2020)
Five Star Professional (2015)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
Minnesota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Children’s Minnesota, Legacy Advisor Leadership Council
St. Joseph’s School, West St. Paul

* FIVE STAR Wealth Managers are nominated by their industry peers. They are asked to identify one or more wealth managers they know to have an established practice, good client relationships and a strong reputation. Award winners must satisfy various criteria including being actively employed as an industry professional for a minimum of 5 years, having maintained a favorable regulatory history, and accepting new clients. Additional review considerations include client retention rate, assets under management, the number of client households and industry credentials. Professionals do not pay a fee to be considered or placed on the final award list. The FIVE STAR award is not indicative of a wealth manager’s future performance.