Max joined Mercer Advisors in 2025 through the acquisition of Full Sail where he’d served since its founding in 2018 as chief compliance officer. Prior to joining Full Sail, Max was an assistant vice president in the Oklahoma City office at Trust Company of Oklahoma, where he provided asset management and personal trust services.
Before entering wealth management, Max spent over six years practicing law, working with individuals, banks, and other small and midsize businesses. His focus areas included contract law, real property law, and business litigation. This experience has allowed him to help individuals and companies take a proactive approach to asset management with an eye towards planning for both the expected and the unexpected.
With his passion for detail, Max assists families and individuals with developing a responsible and disciplined approach toward asset management through his role as an advisor. Max’s legal background also allows him to collaborate closely with clients who are looking to create, review or update their estate plans.
Max earned his bachelor’s degree in finance from Oklahoma State University in 2007. In 2010, he earned his Juris Doctor from The University of Oklahoma College of Law. He was admitted to the Oklahoma Bar Association in 2010 and is licensed to practice in the U.S. District Court for the Western District of Oklahoma.
A native Oklahoman, Max currently serves as an instructor, finance committee member, and board member for the First Tee of Metropolitan Oklahoma City and is a member of the Downtown Club of Oklahoma City.
He lives in Oklahoma City with his wife, Abby, and their two sons. The family attends Crossings Church.