Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Max is a 1973 graduate of Montana State University. He has earned the Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living designations.
Max was a 2010 MDRT, Million Dollar Round Table, member as well as a member of NAIFA, the National Association of Insurance and Financial Advisors.
Max is married to Cindy and they have two sons, Benjamin and Michael.
In his spare time, Max enjoys golfing and Montana State Bobcat football. Max is also an avid outdoorsman and enjoys hunting and fishing with his sons and friends.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Max’s Licenses and Disclosures