The Team

Novak & Associates Advisory Group

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

John Novak

John Novak

Associate Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

Masters of Education, 1980, University of Missouri, St. Louis, MO
AR License #226876

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John R Novak

John R Novak

Financial Advisor

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Family Finances
  • Retirement Income Strategies
  • Tax Planning Strategies
AR License #14744726

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Amy Simmons

Amy Simmons

Financial Advisor

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Designations

CRPC®, CKA®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies

Education

Bachelor's of Arts Degree - Sam Houston University

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Our Staff

Michelle Taber

Michelle Taber

Office Manager

Administrative Assistant