Meet Max
Max is a Relationship Manager based in Boulder, Colorado. He joined Mercer Advisors in 2025 after serving in a financial sales internship for State Farm. He earned a B.S. degree in finance from the University of Colorado, Boulder.
His working style
Max brings a calm, collaborative approach to every client relationship, focusing on listening, clear communication, and practical problem-solving. Known for client care and relationship management, Max partners with clients to simplify financial decisions and help them achieve their long-term financial goals.
Max in real life
What keeps you busy outside of work?
I enjoy skiing, hiking, and being outside.
Why do you like working at Mercer Advisors?
Our team at Mercer Advisors maintains a small family office feel while providing wealth solution strategies designed to help clients pursue outcomes comparable to those provided through larger firms.
How do you give back?
I like to give back to the community through volunteering, environmental cleanup, and being a steward to the beautiful scenery of the state of Colorado.
Meet Max’s Teammates
Logan Donovan
Wealth Advisor
What Max Says
Logan listens closely, communicates clearly, and builds strategies tailored to our clients’ goals. He is committed to delivering insightful financial guidance while helping ensure every client feels supported and confident in their path forward.
Isabel Brewster
Client Service Specialist
What Max Says
Isabel and I collaborate closely on client service, supporting one another to help ensure every client feels cared for, understood, and fully taken care of.
Riley Wank
Client Service Specialist
What Max Says
Riley brings a collaborative, client-first approach to every interaction, working closely with the team to help ensure each client’s needs are fully met. Riley is always available to provide thoughtful support and reliable guidance.
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