Get to Know Max…
Favorite part about working at Moneco:
The collaborative culture, where everyone is willing to share their experiences and insights.
Favorite thing to do outside of work:
Working out, playing basketball, finding new recipes to cook

Favorites

Quotation: “It is our choices that show what we truly are, far more than our abilities.” – J.K. Rowling
Vacation Destination: Oahu, Hawaii
TV Show or Movie: Breaking Bad
Band or Music: Any genre!
Sports Teams: Atlanta Hawks, Dallas Cowboys, UCONN Huskies

Max joined the Moneco team in November 2023 as Relationship Manager, bringing with him valuable experience from his time at Lichtenstein Financial, where he had worked since July 2022.

Experience:
Throughout his career, Max has developed his ability to build comfortable, trusting relationships with clients. He finds great satisfaction in watching clients grow and transition through different stages of life, and he is committed to providing the guidance necessary to help pursue their financial goals.
Education & Certifications:
Max holds a degree in Business with a minor in English from Merrimack College in North Andover, MA, which has helped to shape his thoughtful, client-focused approach to client service and financial planning.
Personal:
Outside of work, Max enjoys playing basketball, finding new trails to hike, and is a volunteer mentor for the MayFly Project, where he helps foster children develop life skills through fly fishing.

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