As an integral part of the commercial client services team, Max partners with business leaders to help navigate complex financial operations and guide strategic decision-making. Max’s role extends beyond day-to-day compliance and bookkeeping, following through on high-touch client service in addition to verifying the accuracy of financial reports. He serves a multitude of clients such as restaurants, manufacturers, auto dealerships, professional service firms, Saas Tech, and more.
What Max enjoys most about his role in public accounting comes down to the people. He thrives when working with individuals who share a passion for building something great as well as seeing his clients’ growth and accomplishments.
Max has over seven years of experience working in accounting and brings a wealth of knowledge to his role as a Client Accounting and Advisory Services Manager.
Professional & Business Affiliations
Washington Society of Certified Public Accountants
WSADA
NADA
Education
Bachelor of Science in Accounting, Westmont College
Certificate of Accounting Program, University of Washington
Graduate of the National Automobile Dealers Association Academy
Professional Certifications
Certified Public Accountant
Financial Modeling with Wall Street Prep
Academy Certificate from the National Automobile Dealers Association
Max loves doing anything and everything active such as hiking, running, and playing basketball – bonus points if he can bring his dog, Tugboat. He values quality time with his friends and loves attending as many Seattle sports games as possible. With family roots in the greater Eastside area, Max and his wife are excited to grow their family and raise their son here in the Pacific Northwest.
