Max joined SA Piggush in June of 2024 and hit the ground running, taking on all account preparation and follow-up for the majority of our clients. As our Investment Assistant, he supports our advisor through gathering and analyzing data, researching investment options, preparing reports and presentations, and building financial plans. He is dedicated to proactively identifying opportunities and mitigating potential risks to the client’s financial strategies.
Max earned his finance degree from the University of Kansas. Max currently holds his Series 7 securities (with LPL Financial) and Series 66 investment advising license (with LPL Financial and High Point Advisor Group), making him well-equipped for his role. As an Investment Assistant, Max brings with him a passion for the financial markets and financial planning. He is looking forward to growing his expertise in all areas of the financial sector here at SA Piggush.
Max was born and raised in Limestone, Illinois, attended Herscher High School, and now resides in Bradley, IL. Outside of work, Max is an avid Kansas sports fan and enjoys fishing, and golfing, as well as spending quality time with his family and friends.