Max Flanagan

Max has been in the financial planning industry since graduating from the University of Wisconsin Whitewater in 2017 with a BBA. Max currently holds his Series 66 License along with his AAMS® (Accredited Asset Management Specialist) and is also a CERTIFIED FINANCIAL PLANNER® practitioner.

Beyond his dedication to clients, Max actively fosters financial literacy among future generations. He teaches high school students, equipping them with valuable financial knowledge and showcasing the potential of a career in financial services.

Max resides in Brookfield, Wisconsin, with his wife, Lauren. He enjoys the company of their two pets, a golden retriever named Bailey and a cat named Zoe.

When he's not immersed in the world of finance, Max enjoys adventurous pursuits. He's a travel enthusiast, a water-skiing aficionado, and embraces anything outdoorsy. A self-proclaimed car enthusiast, he's always up for a chat about his latest passion.