Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
Max has over twenty years of experience partnering with families to help them plan their financial future and security. He believes it is important to take a genuine interest in his clients' lives, getting to know them on a personal level in order to take a more thorough and caring approach to the financial planning process.
Max holds the Certified Financial Planner (CFP®) designation, which is the gold standard in financial planning. He also has a Master of Business Administration (MBA) degree as well as the Series 7, 63, 66, and Life & Health licenses.
Originally from Texas, Max has lived in St. Louis, MO and Chicago, IL before settling in Scottsdale. In his free time, Max enjoys spending time with his family and his interests include fitness, travel, and cooking.
