Max is a seasoned financial services professional with nearly 20 years of experience as a wholesale product partner. He is passionate about delivering optimized investment solutions, presenting client engagement ideas, and implementing practice management strategies to help advisors achieve growth goals. A graduate of Ithaca College, he holds the Series 6, 63 & 7 licenses. In his free time, Max enjoys staying active, great food, traveling, and is a car enthusiast.
Become a member
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.