Max is managing our financial planning process and client service standards - all in an effort to continue to deliver the best service possible to our clients. He ensures that we are delivering tailored financial plans as well as meaningful content to our clients.
Max graduated from the University of Tennessee Knoxville with a degree in Finance and Economics. During his time as a student he gained experienced in financial services through an internship in a Franklin, Tennessee based wealth management group. After graduating Max worked for Dell Technologies, where he exercised his ability to strengthen client relations through sales.
Max was born and raised in Nashville, TN and attended Brentwood High School. His passions are friends, family, and Tennessee Volunteers Athletics. Favorite activities include time on the lake, playing fetch with his dog Guinness, and long weekends spent in the Great Smoky Mountains.