Max is a passionate Associate Advisor with a Bachelor of Business Administration from the University of Cincinnati. During his time there, he not only excelled academically but also demonstrated leadership as he led Young Life activities on campus. Max holds a private business certificate, underscoring his commitment to excellence in business. He is also Studying to get his CFP designation.
Max’s career journey led him to the ground floor of a fintech startup known as Fynancial, where he played a pivotal role in bringing the innovative Legacy app to life. This experience honed his skills in financial services and technology, preparing him to provide exceptional service at Legacy Financial.
Beyond his professional endeavors, Max values his faith deeply. Post-graduation, he pursued ministry school to strengthen his spiritual foundation, reflecting his dedication to personal growth and community service. Known for his love of people and infectious positivity, Max finds joy in making others smile. At Legacy Financial, he strives to ensure every client leaves with a smile, embodying his commitment to exceptional customer service and satisfaction.