Meet Colleen
Colleen Novak is a Client Experience Advocate with Carson Wealth. She plays a key role in creating a seamless and welcoming experience for clients from their very first interaction. As often the first point of contact, Colleen manages the majority of scheduling and takes pride in making sure every call is handled promptly, professionally, and with a personal touch. She enjoys building genuine connections with clients and brings a warm, approachable style to everything she does.
With more than a decade of professional experience, Colleen brings a strong foundation in both operational efficiency and client-focused service. She spent seven years with an energy brokerage firm, where she specialized in drafting and processing contracts in a fast-paced, detail-driven environment. For the past five and a half years, she has worked in wealth management, developing a deep understanding of client needs and the importance of precision and reliability in financial services.
Colleen’s background reflects her commitment to organization, dependability, and delivering a high-quality client experience. She believes that even the smallest interactions can make a difference and enjoys being someone clients know they can count on.
Outside of the office, Colleen loves spending time with her family, especially her two-year-old son, Jack. She enjoys gardening and being outdoors, finding both relaxing and rewarding. She also treasures time with friends and the opportunity to connect, unwind, and create meaningful memories.
Colleen’s family and son are what motivate her most. She loves anything spicy, enjoys the movie Titanic, and hopes to one day experience an African safari. For Colleen, life is about finding balance, staying connected to the people who matter most, and making the most of the moments along the way.
