Max M. in

Max M.

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Field Director at Northwestern Mutual
📍 Seattle, Washington, United States

As a Field Director and Wealth Management Advisor at Northwestern Mutual, he is a Certified Financial Planner® who specializes in complex financial strategies. He focuses on tech professionals, pre-retirees, and military families, and is described by colleagues as smart, personable, and an excellent communicator who gets the job done.

Outside of work, he and his wife are avid world travelers. A proud Gonzaga University alumnus, he is a passionate supporter of the "Zags" basketball team. His interests also include the work of major companies like Microsoft and The Walt Disney Company.

He believes a financial advisor should be as adventurous as their clients, focusing on the freedom that financial planning can provide.

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Experience
8 Years
Current Role
Field Director
Job Level
Mid-senior
Location
Seattle, Washington, United States
Personality Overview

How Max shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Max cares about

Tech Wealth Planning
Specializes in helping professionals from Microsoft, Amazon, and Google maximize their equity compensation (RSUs/Options) and improve tax efficiency.
Retirement Strategy
Focuses on optimizing the "gap years" for pre-retirees, ensuring a financially secure period between the end of full-time work and the start of Social Security.
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Career

Work history

3-2023
Field Director
Northwestern Mutual
5-2018
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
Bachelor of Business Administration (B.B.A.)
Gonzaga University
Certified Financial Planner CFP®
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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