Meet Max
Max was an original team member and partner at Full Sail Capital before joining Mercer Advisors in 2025. He began his career in financial services in 2017 after several years practicing law. He earned his B.S. in finance from Oklahoma State University.
Max is driven by the idea of working closely with people to help them get from where they are to where they want to go. He believes that what he does as an advisor requires an understanding of numbers as well as emotions. Helping clients navigate the world of investing and their personal relationship with money, when done with both evidence and intentionality, can set them up for success for years to come. It’s this blend of analytical rigor and emotional insight that Max brings to every client interaction.
Max’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Max has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Max is known for his thoughtful and comprehensive approach, calm presence and ability to simplify complex topics. His priority has always been building long-term partnerships grounded in trust and transparency. If you value collaboration and a steady approach when navigating important financial moments in you or your family’s life, Max is the advisor for you.
Max in real life
What keeps you busy outside of work?
Outside of work you’ll find me spending time with my wife and two boys, traveling or golfing.
How do you give back?
I serve as President and a board member of the Oklahoma City chapter of the First Tee, a youth development organization that teaches life skills through the game of golf. I’m also a board member and Secretary for the Downtown Club of Oklahoma City.
Favorite thing about where you live?
As a lifelong Oklahoman, I have a deep admiration for Oklahoma City. The transformation this city has gone through over the past 30 years is amazing, and it’s largely because of the quality of our people. Thunder up!
Max’s snapshots
Meet Max’s Teammates
Zac Reynolds
Sr. Wealth Advisor
What Max Says
Zac has always been focused on evidence-based investing and has never shied away from asking the hard questions when he believes something is not in the best interest of the client. He’ll fight for what he believes in while also listening to opposing views with an open mind. In my experience, that combination is rare.
David Stanley
Sr. Wealth Advisor
What Max Says
David has a distinct ability to connect with a wide variety of people, which has served him very well in his career with both clients and colleagues. He is a great example of the power that maintaining lasting, quality relationships can have on clients’ success.
Austin Burks
Sr. Portfolio Manager
What Max Says
Austin is constantly looking for ways to add value to our clients and our team. Whether it’s creating new tools to help with client discussions, distilling down complex topics, or assisting the advisory team with unique projects, Austin’s promptness and ninja-like technology skills make him a great asset for our clients.
Scott Cravens
Sr. Wealth Advisor, Director
What Max Says
Scott constantly looks for ways to add value to his clients and outside of what many consider to be an advisor’s typical responsibilities. He won’t avoid the hard conversations when they are needed, and he gets things done. Scott is a great advocate for our clients.
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