Specialty
Max provides strategic leadership and financial oversight for the firm, supporting long-term growth initiatives, operational efficiency, and enterprise value development. Leveraging his prior experience in executive management, financial strategy, and partnership-level business development, he is responsible for overseeing the firm’s strategic planning and financial operations.
Years of Experience
15+ Years
Educational Background
University of Colorado Denver, BS of Economics
Notable Information
- Max founded two registered investment advisers specializing in private banking services, both of which earned top national recognition, including rankings in Forbes Top 100 RIA Firms and Newsweek’s America’s Top Advisory Firms. He also played a key role in the creation and transition of IFAM Capital, where he led mergers and acquisitions as well as strategic growth initiatives. During his tenure, the firm expanded to more than $10 million in annual revenue and managed well over $1 billion in assets.
- Max has co-authored and published Breaking Through the Wall: A Financial Advisors Guide to Grow, Scale, and Monetize Your Business for Millions.
- Max brings experience of leading dozens of breakaway advisors and private bankers as well as traditional tuck-in’s.
- Max resides in Tampa with his wife, taking advantage of the warmer weather for golf and sailing, and is an avid skier.
Contact
President, CFO & Partner
Direct & Text: 303.882.5520
Forbes Top RIA Firms (Oct 2025): Awarded by Forbes; data compiled by Shook Research LLC for 3/31/24–3/31/25. No fee paid for ranking; firms may pay a licensing fee for marketing use. Newsweek’s America’s Top Financial Advisory Firms 2026 (Sept 2025): Developed with Plant-A Insights Group using SEC-reported data (9/2020–9/2025). No fee paid for ranking; firms may pay a licensing fee for marketing use.
