Max is a Financial Planner at the firm who works closely with clients to develop and implement personalized financial strategies tailored to their individual needs. His responsibilities include analyzing financial information, building comprehensive financial plans, researching investment opportunities, and helping ensure recommendations align with each client’s unique short- and long-term objectives.
Max holds Life and Health, Series 7, and Series 66 licenses and has successfully passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. He is currently completing the professional experience requirement needed to earn CFP® certification.
Max Graduated from UT where he earned a Bachelor of Business Administration degree in finance with a minor is sales. Originally from Toronto, Canada, he has received the Canadian Member of Parliament Citizenship Award, and the Carter International Youth in Philanthropy Award for his work Co-founding Put-A-Squeeze on Diabetes. Max lives in Fayette, Ohio, with his wife, Kahlan, and their two daughters, Ophelia and Margeaux. In his free time, he enjoys spending time with his family, serving at his church, and staying active in the local community.