Max began working with Market Street Wealth Management while in college, gaining hands-on experience across several areas of the firm and working through multiple tax seasons. That experience gave him an early understanding of how taxes, investments, retirement planning, and other financial decisions work together, while also helping shape his interest in working directly with clients.
He graduated Magna Cum Laude from Penn State University’s Smeal College of Business and later joined Market Street Wealth Management full-time as a Financial Advisor, continuing to build on the experience he had developed with the firm over the previous several years.
Max enjoys getting to know clients and helping make their financial lives feel simpler and more manageable. He believes financial planning should be easy to understand and centered around what matters most to each individual or family. His work includes investment management, retirement planning, tax-efficient strategies, and overall financial planning.
Max grew up in Garnet Valley, Pennsylvania. Outside of the office, he enjoys spending time with family and friends, golfing, skiing, traveling, staying active, and spending summers at the Jersey Shore.