Max’s main goal is to have a positive effect on his community in the Twin Cities and in his home state of Michigan. He does this one individual and family at a time, helping people take control of their financial life, plan for their future, and pursue economic freedom and security.
With Max and North Star, your financial wellness is far from a solo endeavor.
As a financial advisor, Max is your ally and educator. He considers your present financial picture and your long-term vision, helping you name what matters to you.
Then, he provides information and tools you need to make wise decisions to help you reach your goals and uphold your values.
Through Max, you will also have access to the many North Star resources. For specific questions on investing, insurance, and debt, these specialists will consult on your strategy and provide in-depth insights based on their years of experience.
Max graduated from St. Olaf College with a Bachelor’s in economics with an emphasis on business management. While in school, he played football, and he is a proud member of the St. Olaf Football Alumni Touchdown Club.
Outside of work, Max stays busy cooking, watching movies and sports, working on his golf game, and spending time with his long-time girlfriend, Ryleigh. Before 2020, he had attended 120 concerts, and he is looking forward to checking out live music again soon!
In certain financial planning and investment advisory relationships, Max acts in a fiduciary capacity for our clients as regulated directly by the Securities and Exchange Commission (SEC).
- FINRA Series 7 and Series 66 registered
- Minnesota Life, Accident and Health licensed
- Variable Life and Variable Annuities
Retirement and investment strategies
Max helps build a roadmap for a safe and secure financial future using industry-specific knowledge and North Star’s team of resources.
With Max, you can utilize an array of tools and services to find suitable insurance products and services to mitigate risk for your income, your property, and your loved ones.
Student loan repayment
Max uses relevant resources and personal real-world experience to help you navigate the personal, emotional, and professional aspects of paying of student loan debt.
Financial strategies for young professionals
As a young professional himself, Max can empathize and help strategize with his peers to achieve important milestones and plan for a secure future for the years to come.
Max is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.