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Max is a Private Wealth Advisor with Private Wealth Reserve within FNBO Wealth. He has extensive experience advising ultra-high-net-worth clients, including entrepreneurs and multigenerational families. Max specializes in guiding clients through strategic and financial transitions—particularly liquidity events, business sales, mergers and acquisitions, and other exit strategies. His approach begins with a deep understanding of each client’s unique goals and complexities, partnering with the firm’s talented team and resources to craft customized strategies that align with every aspect of a client’s financial life.

Credentials

Max earned his Bachelor’s degree from the University of Colorado Boulder. He began his career in finance shortly after graduating, joining Janus Capital Group. Over the past 15 years, he has held Wealth Advisor roles at Northern Trust, UBS, and Morgan Stanley before joining FNBO Wealth.

Passions

A lifelong Colorado native, Max takes pride in his deep ties to the Boulder and Denver communities. Outside of work, he enjoys spending time with his daughters and hiking with his dog Ruby. Together, Max and his girls can often be found skiing in Vail or cheering on CU Buffs athletics. Max is passionate about financial markets, the economy—and all things film.

Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

*Trust services are provided by First National Bank of Omaha.  

*Lending products and related services are provided by First National Bank of Omaha. Member FDIC 

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

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Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

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