Client Service Specialist
Max earned a degree in Financial Services from Bryant University in May of 2021. As a student, he held summer internships at Rose Compass Strategic Partners in Waterford, Connecticut and Northwestern Mutual in West Hartford, CT. Upon graduation, Max joined Johndrow Wealth Management as a full-time analyst before coming to Fierston Financial Group in the spring of 2022. He finds time to volunteer with various charitable organizations such as Alex’s Lemonade Stand. Max achieved his CERTIFIED FINANCIAL PLANNER™, CFP®, certification on 3/11/2024.
When he’s not helping FFG’s clients, Max loves to spend quality time with his family, close friends, and high school sweetheart Aislyn. Moreover, Max enjoys working out, and listening to financial podcasts and music of every genre imaginable!
Q&A
What brought you to wealth management as a career?
My passion for wealth management sparked when I interned at Rose Compass Strategic Partners. They showed me the power of investing early and the monumental impact simple financial advice can have on someone’s life.
What’s the best advice you’ve ever been given?
At the end of the day people won’t remember what you said or did, they will remember how you made them feel.
What’s most fulfilling about your work?
I love when our client’s call into the office and I can address their needs or calm their worries. A simple conversation with a client can turn their bad day into a good one.
What’s your ideal day outside the office?
My ideal day would start with a jeep ride (no doors) to a local breakfast place. After breakfast I’d meet up with a few friends to spend the afternoon smoking cigars and sampling craft beer. Ideally, the night ends with a Grey Goose on the rocks, at a great steakhouse, in the company of my lovely girlfriend.
What is your favorite food?
A cold lobster roll at “The Coast Guard House Restaurant” in Narragansett, Rhode Island.
