Experience & Expertise
Max joined the firm in 2022 as a Financial Planner. He assists both the Institutional Client Group by offering advice to participants enrolled in our Corporate Retirement Plans and the Private Client Group by building extensive financial plans for clients to help them reach their financial goals. At Greenspring, Max is a member of the Financial Planning Committee where he strives to create the best financial planning experience for clients. Prior to joining Greenspring Max was an intern with Seventy2 Capital Wealth Management and was 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
“Being a part of the financial services industry our primary goal is to always help clients first. In order to help the client reach their goals it’s imperative for us to fully understand the situation by gathering information and listening to the client’s needs, wants, and goals so that we can make a sound recommendation for any scenario and help our clients reach their financial freedom.”