Professional

Max runs a holistic financial planning practice working with professionals and their families. Max and his team of four work to build custom financial plans for each individual client. His practice centers on the implementation of comprehensive, strategic financial planning with a focus on tax-efficient and risk management strategies.

Personal

Max grew up in Rhode Island before he spent 4 years in the greater Boston area at Endicott College, where he was a 4 year member of the Men's Basketball program.  He enjoyed a storied career for Endicott, where he is the fifth all-time leading scorer, three time All-Conference award winner, two time Academic-All American, and part of the winningest class in the program's history.  Basketball has taught Max dedication, discipline, and the value of hard work in yielding successful results.  An undergraduate degree around Business and Entreprenurial studies brought him into his career at Northwestern Mutual, which he began while he was in college.

Outside of work, Max continues to play basketball and workout and enjoys spending time with friends in Providence, RI and New York City, as well as traveling.

Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Tax-Efficient Strategies

Advisory Services

Retirement Planning & Income Strategies

Life Insurance Strategies

Disability 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.

Downtown Milwaukee, WI Skyline