Keith Novak

Roger Novak

Richard Birks

Roger Nelson

Cyndi O'Brien

Sheila Bunch

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Michael Froeschl

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Chris McCullick

Our People

At Novak Birks, the tone at the top resonates with passion, excellence, integrity, and respect. These values guide the actions of our partners who strive to deliver formulas for success to our clients.

Passion

• Passion for service to our clients
• Passion for making their tomorrows better than today

Being client-centered, Novak Birks' practice is driven by dedication to meeting our clients' needs and improving their financial position.

Excellence

• Excellence in our need to excel
• Excellence in competency

Our drive to excel is noticeable in our leadership. We strive to consistently surpass clients' expectations. Our goal of lifelong learning means we are continuously improving our analytical and specialized skills to apply to client needs.

Integrity

• Integrity to be objective and independent
• Integrity to do the right thing

Our integrity allows clients to rely on our objectivity to help them make intelligent business decisions.

Respect

• Respect for where we have come from, as well as the benefits of positive change
• Respect for our individual diversity that makes us collectively stronger

Our management group treats our clients, as well as each other, with the respect and appreciation for their individuality. We embrace positive change and seek out the opportunities that positive change offers. We consciously work to build an open-minded client service team, with diverse and innovative perspectives and strengths.