Max joined The Wellington Group in January 2015 and became a partner in 2023. He attended Purdue University where he earned a B.S. in Financial Counseling and Planning. Max is also a Certified Financial Planner®, who has found his passion in designing financial plans for clients and doing complex case design for the firm. What drives him is providing financial education and recommendations to his clients to help them recognize and avoid potential financial mistakes.
Max resides in Westfield with his wife Kate, son Fletcher, and their two puppies.
