Joined Lido: 2023

Homebase: Denver, CO

Professional Focus: Max is fiercely committed to providing clients with consistent, impactful strategies and guidance that preserve and grow legacies. He has a deep-seated passion for helping clients organize their financial lives through investment, tax, and trust/estate structuring and management.

Professional Designations: SIE®, Wharton Online Finance & Quantitative Modeling, Bloomberg Market Concepts, Bloomberg Environmental Social Governance

Education: B.S., Natural Resources Management, Texas Tech University

Previous Work Highlights: Worked with AgriWebb, helping the AgTech startup launch their US business and managing high value clients through offices in Denver and London.

Personal Facts: When it’s warm, he can be found outside with a golf club or fly rod in hand. When it cools down, he trades his fly rod and golf clubs for a snowboard. Max loves spending time with Brooks, his fiancée, and his yellow lab, Nala.