400 Eastdale Circle (Eastdale Branch)






Registrations (held through LPL Financial): Series 6 and 63

Insurance Licenses (held through LPL Financial): Life and Health

Background in Financial Industry: I have over 28 years in the financial services industry and have played an integral role in the investment department at MAX for more than 15 years.

Community Involvement:

I am very involved at my church, Landmark Church and serve through their Reality & Truth Missions program.

What makes MAX Wealth Management a smart solution for clients and potential clients?

MAX Wealth Management is a smart solution for clients and potential clients because we value relationships. We get to know our clients and families throughout generations so we are able to assist and provide solutions for years to come.

What is your style when helping a client?

I typically take a more conservative approach when assisting clients. I also take the time to look at the full financial picture of the clients. I think it’s very important to hear their goals for the future. Whether they would like to buy a home in the next few years, pay for their child’s college education, or look to retire, it’s important to see the full scope of clients’ financial futures when providing solutions.

Why should a potential client choose to work with MAX Wealth Management?

MAX Wealth Management team members take the time to build relationships to truly know customers and develop trust. When clients work with MAX Wealth Management, they can be confident in receiving honest feedback about their finances.

For more information about MAX Wealth Management brokers, visit http://brokercheck.finra.org/

Tax preparation is not provided or affiliated with LPL Financial. Before making any decisions in regards to tax deferral strategies, consult with a qualified tax professional for guidance.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

MAX Credit Union and MAX Wealth Managment are not registered broker/dealers and are not affiliated with LPL Financial.  

This site is designed for U.S. residents only. The services offered within this side are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


Ready to get started?

Become a part of MAX and know what it means to manage your finances the smart and simple way. Open your account online, by phone, or at one of our convenient locations.

Get Started with MAX  →