Max Lawrence

Max graduated from Minnesota State University, Mankato, in 2023 with a bachelor’s degree in finance, emphasizing financial planning and insurance. After graduation, he began working full time at a registered investment advisory (RIA) firm in Chanhassen, Minnesota, where he supported financial advisors in providing comprehensive financial planning and investment management services to clients in the medical field.

Max’s interest in financial planning began with a high school course that introduced him to the profession. Since then, his passion for the industry has continued to grow through his professional experience. He enjoys building strong relationships with clients and helping them work toward their financial goals. Max appreciates that financial planning is not one-size-fits-all and finds it rewarding to work with clients to evaluate their options and determine the best approach for their individual circumstances.

Outside of work, Max enjoys spending time with friends and family, staying active, and getting outdoors. Whether he’s playing pickleball, golfing, or spending time on the lake, he enjoys making the most of his time outside. He’s also an enthusiastic supporter of Minnesota sports teams.