Max serves as a Wealth Advisor at BOS Wealth & Planning alongside Drew Davis and Joshua Jacoby. He provides comprehensive financial strategies tailored to the unique needs of near-retirees, individual professionals, and business owners. Utilizing a personalized approach, Max specializes in designing dynamic retirement income plans and implementing tax-advantaged business retirement strategies that optimize employee retention and long-term asset growth potential.
He holds the Series 7, and Series 66 professional licenses through LPL Financial. He also holds the professional designations CPFA (Certified Plan Fiduciary Advisor) and WMS (Wealth Management Specialist). Deeply committed to the Central Illinois community, he utilizes his financial experience to serve as the Treasurer of the Board of Directors for Helping Hands of Springfield. Max was also a graduate of the Leadership Springfield program in 2024.