Interests

• University of Texas alum and fan
• Being outdoors in and around Austin
• Boating on Lake Austin
• College and professional sports fan

Areas of Focus

• Estate Planning Strategies
• Family Finances
• Retirement Planning Strategies
• Saving for Education

Awards & Recognition

• Max was mentioned in the Wall Street Journal, September 2018

Education

• Bachelor of Business Administration in Finance, University of Texas at Austin

Professional Associations

• Financial Planning Association