As a financial planner and research analyst, Max works with clients to develop customized financial plans he is also responsible for data gathering and analysis.
Max completed two financial planning internships, one with Keen Wealth Advisors, that gave him valuable experience working as a fiduciary advisor. Max was an entrepreneur during his college years and started his own t-shirt company that he both owned and operated.
Max has a bachelor’s degree in finance and financial planning from Missouri State University. He is a Certified Financial PlannerTM professional and holds the Chartered Retirement Planning CounselorSM designation.
Max was raised on a cattle farm in Kearney, Missouri, home of Jesse James. His parents, both of whom are flight attendants, instilled in Max a love of travel. When he’s not exploring the world or checking things off his bucket list, Max can usually be found at the lake.