Experience & Expertise

Max joined the firm in 2022 as a Financial Planner, where he assisted both the Institutional Client Group by advising participants enrolled in our corporate retirement plans and the Private Client Group by developing comprehensive financial plans for clients. In 2024, Max transitioned to our Private Client Group, where he now works with our advisors to provide financial planning and wealth management services as a Financial Advisor. Before joining Greenspring, Max interned at Seventy2 Capital Wealth Management and worked as an account manager for PepsiCo.

Get Better Acquainted With Max

Favorite Thing About Working With Clients

“Getting to help clients reach their goals, both small and large. Anything that I can do to make a client’s life easier or make a client feel better after meeting is a win.”

My Philosophy On Client Service

“As professionals in the financial services industry, our top priority is to always put our clients’ needs first. To help them achieve their financial goals, it’s essential for us to fully understand their unique situations by gathering information and listening to their needs, wants, and objectives so that we can make sound recommendations for any scenario and help them reach their financial freedom.”