Regional Managing Director of Wealth Management
Maximus, a Certified Financial Planner, manages his independent financial planning practice at Kingsview Asset Management. His business is headquartered in Poughkeepsie, New York and reaches throughout the Hudson Valley.
After receiving his degree in Finance and Banking at Virginia Tech, Max joined Edward Jones, where he graduated top of his class from the firm’s rigorous financial planning training program, managing 20 separate branches remotely from St. Louis. He then went on to manage his own branch in Poughkeepsie where he tripled the client base in less than five years before joining Kingsview in 2016, where he specializes in comprehensive financial planning, and estate considerations.
Max chose a career in financial planning because he has a passion for working with families and enriching people’s lives. This passion for service started at Virginia Tech where he volunteered his time to build an eco-friendly house from scratch that was donated to a local family in need. And he’s continued his service ethic as an active member of the Hudson Valley community, serving on the board of both the Poughkeepsie Kiwanis Club and the Council of Addiction and Prevention and Education non-profit.
When Max isn’t spending time with clients, he does cross-fit, runs, swims, rock climbs, and scuba dives. Plus, he’s an avid reader and chess player.