About Maxwell

Maxwell specializes in helping individuals, families, and small closely-held businesses, with particular expertise in managing qualified retirement plans. His holistic approach to financial planning ensures that clients are well-organized and empowered to take control of their financial futures, reducing stress and allowing them to concentrate on their personal, professional, and health goals.

Originally from New Berlin, WI, Maxwell recently purchased a home in Sullivan, WI, with his twin brother. Growing up in a family business, he developed a keen understanding of the challenges faced by small business owners, which drives his commitment to supporting their success.
In his personal time, Maxwell enjoys car restoration, fishing, lawn mowing, following the Milwaukee Bucks, and tackling puzzles.