Maxwell Gilliam

Financial Planning Associate

Max joined the firm in May 2021 following graduation from Western Michigan University with a BBA in Personal Financial Planning. He passed his CFP® exam in November 2021. He is currently finishing up the experience portion of the CFP® curriculum and is anticipated to start serving clients as our firms third CFP® towards the end of 2022.

In his free time, Max enjoys playing basketball and watching his Detroit Lions lose on Sundays. He also loves to travel, read nonfiction books, and attempt to golf in the summer!