Max serves as the firm’s President, Chief Compliance Officer, and co-chairs its Investment Committee. He has been a practicing Certified Financial Planner™ since 1984. Max’s vast experience in financial management...

Janice is a co-founder, an officer, and a member of the firm’s board of directors. She earned the Certified Financial Planner™ designation in 1984. Janice is involved in many of the company’s daily operations. She...

Frances has worked for Wrenn Financial Strategies her entire career. She joined the firm in 1997 and became a Certified Financial Planner™ in 2000. Frances collaborates on financial plan development and implementation, co-chairs...