Professional Experience:
Boyer Sappenfield Investment Advisors — January 2025 – Present
Max is a Licensed Administrative Professional at Boyer Sappenfield Investment Advisors. He supports the Villa Grove office by combining organizational expertise with a strong understanding of compliance and client service. His responsibilities include assisting with financial document preparation, client communications, data management, and coordinating marketing, compliance, and advertising procedure. Max holds FINRA Series 7, 63, 65, and 24 registrations, as well as Life and Health insurance licensed. In his administrative role
Before joining Boyer Sappenfield Investment Advisors, Max worked with an insurance broker that focused on Medicare supplemental insurance. He got his start in the industry as a Compliance Officer for a boutique Broker-Dealer in Central Illinois, where he built a strong foundation in compliance and firm operations.