Financial Planning Analyst
As a Financial Planning Analyst Maxwell works with our Wealth Advisors to assist in developing retirement planning strategies and wealth management plans for each client to help maintain their quality of life in all stages. Maxwell has worked in the Financial Wealth Management profession for over 6 years.
He attended Ballard High school and graduated with a Bachelor of Science in Business and Professional Sales from Western Kentucky University.
In his free time, Maxwell enjoys golfing, attending sporting events, long distance running, and playing the piano.
Professional Designations & Licenses
Life Insurance Agent
Formal Education & Experience
Bachelor of Science in Business & Professional Sales – Western Kentucky University