Max Novak

Sr. Client Success Manager

Max is a Senior Client Success Manager and a CERTIFIED FINANCIAL PLANNER™ at Facet Wealth. Max received his Bachelor of Science in Business Administration, majoring in Business Management, as well as his MBA from Southern Illinois University.

Prior to joining Facet Wealth, Max worked at two prominent wealth management firms in Denver, Colorado and St. Louis, Missouri. Max joined Facet Wealth to join in the mission of providing millions of people access to the kind of financial advice at an affordable price that is essential to living well.

Originally from Carbondale, Illinois, Max spent 3 years in Denver before moving to St. Louis to be closer to family and friends and get back to his Midwestern roots. Outside of Facet, Max enjoys going to concerts, watching and playing sports, and spending quality time with his friends and family. He has a twin brother that works at Facet as well.

Education: Southern Illinois University (MBA)

"The best time to plant a tree was 20 years ago. The second best time is now." - Chinese Proverb

Follow Max

Get to know Max

Hiking Chief Mountain

Skiing in Keystone

Mountain biking in Keystone

Horseback riding with the family in Steamboat Springs

What was the best concert you ever attended?

Zach Bryan at the Pageant

What's the last book you read?

The Sanatorium by Sarah Pearse

What's the craziest thing you've ever done?

Moved to Denver without a job

What are you currently watching on Netflix?


What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.