Maxwell Gilliam, CFP®

Associate Advisor

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 and is now serving clients as our third advisor.

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!