Max was born and raised in Brevard County. Max graduated cum laude from Florida State University with a degree in business finance in only three years. Following graduation, Max joined AIG Retirement Services and dedicated his time to assisting teachers in Tallahassee and Leon County with their retirement goals. In 2020 Max returned to Brevard County, joining the family firm with his father, Jason, and mother, Lois. Steadfastly, their goal remains the same: to provide premier service and comprehensive financial planning to their clients, focusing on helping retirees and those reaching retirement. Shortly after, Max completed the rigorous 2-year education program to become a Certified Financial Planner, subsequently earning his spot as one of the youngest CFP®s in Florida.