Luke Novak

Client Service Coordinator

Luke Novak is the Wealth Management Client Service Coordinator. Customer service is an integral part of SSWM and Luke works to ensure that quality and service exceed customer expectations. His primary role is to make sure yoru investment accounts are opened and serviced appropriately. Timely and accurate distribution and contribution of funds is paramount in his role.

Graduating from the University of Wisconsin-Milwaukee, Luke holds a degree in finance. Luke resides in Ottawa, Wisconsin with his wife Jen and their dog Graham. In his spare time he enjoys hiking and hunting.

Phone 262-354-6002
Fax 262-804-9270