Max colloborates closely with Wealth Advisors and clients to nurture meaningful, multi-generational relationships. He supports families through comprehensive planning, with a focus on estate planning, tax strategies, and long-term wealth preservation, reflecting Heritage’s commitment to stewardship, collaboration, and building things that last.

Max began his career with Heritage as an intern in 2024. He earned a B.S. in Business Administration with a concentration in Finance in three years from Duquesne University and is currently pursuing the Certified Financial Planner (CFP) designation.

Max resides in Pittsburgh, Pennsylvania, and enjoys traveling, golfing, and spending time in the Adirondack Mountains in Upstate New York, where he grew up.