Max attended Davenport University, where he studied business while also playing football, an experience that helped shape his discipline, teamwork, and leadership skills. Drawn to a career focused on working with individuals and families on their financial planning needs, Max entered the financial services field with an emphasis on building long-term relationships.
He believes understanding each client’s circumstances is central to the planning process and works to provide guidance and support tailored to individual goals and priorities. By building strong relationships with clients, Max helps them navigate financial decisions and planning opportunities with confidence.
Originally from Michigan, Max moved to Dallas in 2021 in search of warmer weather and new professional opportunities and has embraced the city and its surroundings. An avid golfer and fitness enthusiast, he enjoys staying active and exploring the Dallas restaurant scene, and sampling a favorite dish at each stop. His favorite cuisine is Italian, with Kenny’s in Addison among his top choices.
Whether on the golf course, in the gym, or discovering new places to eat, Max brings enthusiasm and curiosity to his life in Dallas.