Client Relations Associate / Para Planner
Max joined WMG in 2021 with a background in finance and financial planning. He was born and raised in Minneapolis Minnesota where he was a four-sport varsity athlete and traveled across the country to compete. He went off to college at the University of Minnesota Duluth where he majored in Finance and was a leader of the financial planning club. Immediately after graduating he started his career as a financial planner. Max strives to make every client feel like a part of the family and like someone has their best interests at heart. He works tirelessly to educate and empower clients to take control of their finances and fulfil their financial dreams. When he is not working Max spends most of his days exploring the outdoors and spending time with family and friends. He will do anything to get out on the water and fish or sit by a fire.