Max is one of our firm's paraplanners. Max assists in analyzing client financial data, drafting financial plans, researching investement option, and ensuring compliance with regulations.
Max is starting his licensing process while simultaneously attending The University of Toledo, working towards his dual major in Finance and Professional Sales. Max is originally from Toronto, Canada and has received the Canadian Member of Parliament Citizenship Award, and the Carter Global Youth in Philanthropy Award. He currently resides in Berkey, Ohio with his wife Kahlan and his daughter Ophelia.