Broker Check


Agency Operations Specialist

Office: (914) 428-4113

Mobile: (203) 940-3375

With a fresh and dynamic approach, Max has been making waves in the financial industry for 3 years. Starting his career with a passion for financial planning, Max quickly realized the importance of financial responsibility, especially for the younger generation. His journey from acquiring his life license to navigating the administrative side of finance has equipped him with a unique perspective on both serving clients and supporting agents. Max’s dedication to demystifying the financial world is rooted in his belief in providing a seamless and stress-free experience for everyone involved.

A Path Defined by Passion and Purpose

Max's venture into the financial sector began immediately after graduating from Southern Connecticut State University with a bachelor's degree in Marketing. His early experiences in various restaurant and service roles honed his ability to connect with people, a skill that has become a cornerstone of his financial advisory approach.

Driving Change, One Family at a Time

What keeps Max passionate about being in the financial industry is the tangible impact he can make on families, individuals, and businesses. Witnessing firsthand the difference proper financial planning can make, Max is driven by the opportunity to guide people towards making life-changing financial decisions. Max enjoys working with a broad audience, focusing on making financial advice accessible and understandable. His goal is to reach out to those who are eager to learn about financial responsibility and planning, regardless of their age or background.

Beyond the Office

When the workday ends, Max is all about embracing the great outdoors, with golf and fishing among his favorite pastimes. Whether competing on the golf course or enjoying the tranquility of fishing, Max values the balance between his professional and personal life. His love for nature and camaraderie reflects in his approach to finance —calm, focused, and always in good company.

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