
Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max delivers customized financial solutions to high net worth clients and select institutions. Max also plays an instrumental role in the business development efforts of the firm. He finds it particularly rewarding to work with charitably inclined families as well as individuals that represent the second generation of family owned and operated businesses. Outside of his professional work, Max is equally dedicated to his growing family and giving back to the local community. Max and his wife Tai reside in Rockville…
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