Client Service Advisor
This Is Why I Do It:
My why is to help people maximize their financial opportunities for them to live the life they deserve. I’ve found a passion in assisting hardworking people in deciphering good advice from bad advice while helping them achieve their life goals.
Hi, my name is Max and I am a service advisor at our Denver office location. I live in Colorado Springs, Colorado with my wife Nicole. Nicole and I started dating in high school in Minnesota where we both grew up. I joined the Air Force in 2012 where I worked out of Minneapolis. We got married in 2015, and in 2016, the Air Force brought us to Colorado. We have made Colorado our home where we love to spend time in the mountains and entertain our two dogs. In 2022, I decided to leave the active military to join the CorePath Team.
My role as a Service Advisor allows me to directly support our team of advisors to provide the best experience for our clients. We focus on building relationships that will last through the ups and downs that only life can bring.
Likes & Interests
- In his free time, you will find me camping, cooking, learning, and working out.
- I support Big Brothers Big Sisters of America.
- You will find me rooting for the Minnesota Wild!
- My favorite quote is, “Our greatest fear shouldn’t be failure, but of being successful at something that doesn’t really matter,” by DL Moody.