Max has lived in the Salt Lake City area of Utah most of his life. He is a graduate of the University of Utah (David Eccles School of Business) where he received his Bachelor of Science in Finance. In his spare time Max enjoys snowboarding, movies and bowling. Max has been in the financial services industry since 2009. He provides personal service to his clients so that they can feel that their concerns and goals are known and important to him as well. Max finds joy in continuing to plan with his clients each year in order to adjust their goals as their life changes. Max can speak both English and Spanish with his clients.

Max holds the Retirement Income Certified Professional designation from The American College of Financial Services.

Life and Health Insurance Licensed in the 50 US States and also D.C.

FINRA Series 7 and 66 (IAR) securities licensed in Utah, California, Colorado, Wyoming, Idaho, Nevada, Texas, Arizona, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Michigan, Massachusetts, Minnesota, Mississippi, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Vermont, Virginia and Washington.