Max joined the firm’s Milwaukee team in 2019 as a Client Service Associate and now serves as an Advisor Associate. In this role, he supports the team of advisors by helping to manage client relationships, assisting with financial planning and investment work, and serving as an additional point of contact for client requests.
While attending the University of Wisconsin – Madison, Max was a member of the business school’s Wealth Management Program. Currently residing in downtown Milwaukee, Max enjoys his free time with friends and family, cooking, playing golf, and following Wisconsin sports teams.
Previous Experience
- Client Service Associate at Wealthspire Advisors
- Wealth Management Intern at UBS Financial Services
Education & Credentials
- BBA, University of Wisconsin – Madison, Finance, Wealth Management and Financial Planning
- Certified Financial Planner™ (CFP®)
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
