Personal
Max was born and raised in the Greater Seattle Area where he has deep ties to the Northwest. He completed his B.A. in Finance and Operations at Gonzaga University in Spokane. At Gonzaga, Max took pride in being actively involved. During his time there, he served as an ambassador, resident assistant in Dooley, student minister in Catherine Monica, and worked at the Rudolf Fitness Center. After graduation, he returned to the west side to make it his home. Max began his career with Northwestern Mutual in 2018 where he focuses on building strong relationships with his clients.
Max has a passion for working with families, individuals in tech, and public service workers. Growing up with a father who served as a firefighter for 30 years, Max has a deep respect and gratitude for public servants. He has experience working with his clients at many large tech companies in the Greater Seattle Area, including: Microsoft, Amazon, and Salesforce. Max enjoys meeting new people who have a desire for learning and growth.
When Max is not working you can find him enjoying all that the PNW has to offer. In the summer, you can find him relaxing by the water, exploring the next up-and-coming brewery, or playing basketball with friends. In the winter, you can find him on the mountain tearing up the slopes, plunging into the next book on his reading list, or supporting the Gonzaga Bulldogs and Seattle Seahawks.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Education
Bachelor of Business Administration in Finance and Operations/Supply-Chain Management from Gonzaga University
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
