Max graduated magna cum laude from Whitworth University’s School of Business and Economics in 2023, where he was a member of the varsity soccer team and an analyst for the Whitworth Student Investment Group. During the off-season, Max would find ways to involve the community by coaching youth soccer for local non-profits.
Understanding the positive value that a financial plan can provide to an individual is what initially drew him into pursuing a career in wealth management. Max finds purpose in having the opportunity to be relational with clients while helping to provide clarity through breaking through the often-cryptic financial language into digestible, actionable items. Max serves as a client manager at Ten Capital and is pursuing designations.
Growing up in Coeur d’Alene, ID, Max enjoys all things outdoors and can often be found at the lake in the summertime and on the ski slopes in the winter. He continues to be involved in the community through volunteering with his girlfriend Abby at Specialized Needs Recreation and promoting the youth soccer camp, US Spokane, which he co-founded.