Max serves as a Private Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Max practices in the areas of planning for financial independence, investment management, tax planning, estate planning, business planning, risk management, and charitable planning. Max’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Max worked for an independent investment advisory firm as a Financial Planner and Investment Research Analyst. Max has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Max earned a Bachelor of Science degree in Finance and Financial Planning from Missouri State University. Max is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and holds the Chartered Retirement Planning Counselor™ designation through the College for Financial Planning.
Max was raised on a cattle farm in Kearney, Missouri, home of Jesse James, and moved to Tampa in 2021. His parents, both of whom are flight attendants, instilled in Max a love of travel. In his spare time, you can find him on the water boating, doing watersports, and enjoying time with friends and family.
*See all Creative Planning disclosures and sources.