Over the last several years, Michael has handled corporate investment, managing the quality of the client experience and expansion for future growth. His parents are his inspiration. He credits them as his role model in raising his own three children, and in showing him the proper way to care about people. Their guidance ultimately became a major influence in creating his approach to counseling clients. Mike enjoys traveling and playing golf and a good game of chess.

Max has spent the majority of his career guiding clients through the most complex parts of their financial lives. He is an expert in all aspects of financial planning and investment management guidance, whether it’s with business owners searching for a blueprint to achieve their financial goals or advising those looking to maximize their retirement nest egg.

Prior to starting his long and distinguished career in the investment industry, Bruce gained broad entrepreneurial and business experience in the real estate, import/export and restaurant industries. But it’s been in the financial sector where Bruce has made a lasting impact. In a career well into its fifth decade, delivering consistent success at the highest echelons of business (including co-founding his own firm), Bruce’s enthusiasm and energy remain undiminished.