Portfolio Analyst

Max's Bio

Max brings his focus on analytics and on-the-job experience to our team, along with an academic background in finance and accounting from Mercer University. What sets Max apart is his ability to immerse himself in historical, current and potential future investment data. By doing so, he helps to make sure that clients are well informed and can make strategic decisions about their wealth and, ultimately, their financial freedom.

Max’s philosophy is clear and simple: save and invest. He is committed to helping clients understand the ins and outs of their financial situations and assisting them in strategic wealth management.

Max is deeply committed to his family, who has always encouraged him to chase his dreams and live out his faith. He enjoys sharing the gospel, spending quality time with his family, and keeping healthy with hobbies like golfing and working out.