Kirk Novak

Kirk Novak has extensive experience in the financial industry, with their most recent role being Vice President - Portfolio Manager and Business Development Officer at Bank of Ann Arbor. Prior to that, they served as the Vice President, Financial Consultant at Charles Schwab. Kirk has also worked as a Wealth Management Advisor at TIAA-CREF, where they managed a high net worth book of business and led a three-person advisory team. Additionally, Kirk has experience as a Financial Specialist at PNC Bank and a Financial Advisor at Merrill Lynch. Kirk started their career as the Owner of The Northern Angler Fly Shop and Outfitters. Kirk also has experience as a Branch Manager at H&R Block Financial Advisors, where they managed a branch office and trained new advisors. Before that, they worked as a Registered Representative at H&R Block Financial Advisors (formerly Olde).

Kirk Novak earned a Bachelor of Arts degree in Financial Administration from Michigan State University in the years 1987 to 1991. In 2012, they obtained the CRPC (Chartered Retirement Planning Counselor) certification from the College for Financial Planning.