INVESTMENT ADVISOR REPRESENTATIVE
“Often it is appreciated that we use resources and technology to add time back to our clients’ lives.”
Max graduated from Purdue University in 2015 with a degree in Mechanical Engineering. However, he has worked for Dickmeyer Boyce Financial Management Inc. since 2010. Max’s role is multi-faceted. He is responsible for equity research and analysis, internal asset management, and assistance with technological and automation opportunities. In the short term, Max is working towards accreditation necessary for client engagement/wealth management.