Meet the M+ Team

Jose Novoa

Whether it’s onboarding new clients or coordinating trades and transfers, Jose keeps our investment business moving behind the scenes.

Jose Novoa

Lending Specialist

Jose will be quick to tell you that you can’t lead if you don’t listen. It certainly tracks: He’s been giving advice for as long as he can remember—so much so that he once imagined becoming a therapist.

Today, uses his curiosity for people and penchant for problem-solving to keep M+’s investment engine running smoothly for the benefit of the practice and its clients. Whether he’s behind the scenes coordinating trades or leading from the front building systems to scale, Jose is fully in his element wherever he can turn complexity into clarity.

Jose’s family is his biggest influence in and outside of work, acting as his true north for integrity and persistence, and serving as willing taste-testers for his exceptional home-cooking.

Curated connections.
Expertise when it matters most.

Our extended network is built with the same precision and high expectations we have for our team. When the need is clear, we engage trusted specialists who reflect our values, discretion, and commitment to your goals.