Financial Services Associate
Max relocated to Annapolis a few years ago to fill the role of Financial Services Associate at HF Advisory Group. Born and raised in New London, CT, a seaport city with a tightly knit community, the Annapolis relocation was a natural transition. Max prides himself on his work ethic and started at a young age. From the age 8-15 years, he delivered The Day, the local newspaper in New London, to his 150 customers daily.
As a Financial Services Associate, Max wears many hats in the office and supports the HF team in a way that makes him an invaluable team member. He supports the compliance team, helps in the pre-planning process, works directly with our clients but also supports the client services team when needed. He is a troubleshooter phenomenon. If you have ever had any interaction with Max, you know what we mean. Being Life & Health insured, Max stays updated on the best insurance products on the market. HF can then pass this benefit on to our clients, one of the perks of working with a boutique planning firm. Max also works as a liaison for HF & 2 Non-Profits that HF proudly partners up with: Benefit Resource Partners & The Foundation for Financial Education (F3E). The main goal for these non-profits is to provide free financial educational resources directly to the public.
Max loves spending his free time exploring Annapolis and all it has to offer. After having just attended the most recent Annual Oyster Roast and Sock Burning in Eastport, He’s decided this is one of his favorites.