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 provides the company with leadership and a capacity to engineer creative solutions to complex problems. Using time-tested fundamental principles, he coordinates a team approach to both planning and investment management. His day-to-day involvement in managing accounts reflects not only his deep commitment to clients but a core belief that there are no final exams in the dynamic world of investing.
Early in his career, Max co-founded a company to develop planning software for the financial services industry. These systems assisted financial advisors, banks, insurance companies, brokerage firms, and CPAs in managing their clients’ affairs. Moreover, this experience convinced Max to carve out a special niche for himself in the field.
Max attended North Carolina State University and earned a Bachelor’s degree in Economics. He and Janice live in North Raleigh and are raising three children. Among Max’s favorite recreational activities are coaching youth baseball, playing tennis, and cheering on the Wolfpack.