Max joined our team in 2011, bringing with her over 30 years of experience in the financial services industry. Throughout her career, she has built deep expertise across a wide range of areas, including Customer Service, Compliance, Transfer Agency and Portfolio Accounting, and Project Management. Her broad skill set and industry insight make her a valuable asset to both our team and our clients.
As a Registered Representative, Max holds the FINRA Series 7 and 66 licenses. She is committed to delivering outstanding service and ensuring that each client’s experience is both professional and personalized.
A Kansas native, Max earned her B.S. in Business Administration from Kansas State University. Outside of work, she enjoys traveling and spending time with her family and friends.