Meet Max
Max is a Regional Vice President based in the greater Chicago area. He joined Mercer Advisors after serving nearly six years at Morningstar in business development roles. Previously, he served more than three years at TD Ameritrade as Financial Consultant. Max began his career in financial services in 2015. Max finds motivation in introducing families with big financial questions to advisors who are enthusiastic about answering those questions. He earned a B.S. degree in finance from Bradley University and is a CHARTERED RETIREMENT PLANNING COUNSELORSM
His working style
Max brings a friendly, high-energy style to every interaction. He is naturally curious when it comes to understanding his clients. He asks a lot of questions, listens carefully, and takes the time to learn what matters most before offering recommendations. This helps him tailor his approach and provide meaningful quidance.
Max in real life
What keeps you busy outside of work?
I enjoy spending time with my wife, Jaz, and young daughter, Camila. I also like taking bike rides, swimming, fishing, skiing, and golfing.
Favorite thing about where you live?
We make frequent trips to Michigan’s Upper Peninsula to visit family and spend time outdoors and on the lakes.
Why do you like working at Mercer Advisors?
Every employee I’ve met truly cares about our clients. Most companies say this, but Mercer Advisors is the first company I’ve worked for where it seems true.
Meet Max’s Teammates
Carin Roman
Wealth Advisor
What Max Says
Carin is an outstanding teammate and an even better advisor. In fact, her fellow advisors on the Chicago team often say they’d want Carin as their own advisor, which speaks volumes about her experience and the trust she builds.
Meghan Frank
Client Service Specialist
What Max Says
In addition to delivering outstanding support to our clients in her day-to-day role, Meghan goes above and beyond to make sure all internal and external events run smoothly. She is thoughtful, proactive, and incredibly organized.
Colin Day
Wealth Advisor
What Max Says
Colin has a talent for breaking down complex tax and financial planning concepts into simple, easy-to-understand insights for clients.
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