Max is a skilled financial professional who combines a strong academic foundation with practical
experience to help clients work towards achieving their financial goals.
A graduate of the University of Denver, Max earned both a BSBA and a master’s in finance, equipping him with a deep understanding of financial markets and strategies.
Max holds the FPQP® designation, Series 7, and Series 66 licenses, demonstrating his commitment to providing
exceptional financial guidance and ongoing professional growth.
Outside of his professional life, Max is an avid outdoor enthusiast who enjoys backcountry skiing, kayaking, trail
running, and mountain biking. His love for outdoor adventures reflects the energetic personality and dedication
he brings into his work with clients.