Professional
Max worked as an Associate Financial Representative for over a year before becoming a full-time Financial Advisor in 2015.
In the spring of 2022 Max became one of 250 Managing Directors in the Northwestern Mutual System. As a Managing Director his role is designed to attract top talent and help foster the development of new Financial Advisors to broaden their impact as a firm, both locally and nationally.
He attended Northwestern Mutual's FastTrack Academy in 2016. The FastTrack Academy, which is exclusive to top producing Advisors in their first five years of their careers with Northwestern Mutual, helps to expand their knowledge base and ability to provide excellent service and guidance for their clients.
Years of Experience
Representing Northwestern Mutual since 2015.
Education
Bachelor of Science from Endicott College
Personal
Max joined Northwestern Mutual after moving to the town of Truckee in 2013. Max takes great pride in being able to provide the highest level of service to his clients while helping them attain financial security and achieve their aspirations.
When he is not busy working with his clients, he can be found spending quality time with his wife, Katie and their three pups, Donovan, Rudy and Yoshi. He also enjoys skiing, paddle boarding, golf, and exploring the wilderness surrounding the beautiful Lake Tahoe.
Growing up in the state of Maine he has always had an avid love for the outdoors. Moving to the Truckee/Tahoe area and working with Northwestern Mutual allows him to make a positive impact on his community as well as enjoy the beauty associated with this area.
Philanthropic Endeavour
Here are a few of the Non-profit organizations our team partners with:
Alex's Lemonade Stand
High Fives Non-Profit Foundation
Make-a-Wish
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
High Fives Non-Profit Foundation
Supporting athletes and veterans who have suffered life altering injuries. Helping them get back to their lives and sports they love!
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
