max-feller
     

    Max Feller

    Financial Advisor 

    [email protected]

    Social_media_icons-LinkedIn--Investment_Partners

    Member of the team since 2022

    Resident of Carrollton, Ohio

    “As a child, I always heard the phrase about never working a day in your life when you’re doing what you love. With me, I’ve always loved to help people whenever possible and to be a part of a team working towards a common goal. In the field of financial planning, it is my job to go above and beyond to build a successful team alongside my clients to attain their goals from a financial standpoint. So, when you think about it, I am one incredibly lucky person because I never have to work!”

    Topics or areas of expertise:

    • Insurance planning
    • Young adult wealth accumulation
    • Pre-retirement planning

    Education:

    • Graduate of University of Mount Union with a double major in marketing and business management
    • Graduate of University of the Basque Country in Bilbao, Spain
    • FINRA securities registrations: Series 6, 7, 63, and 65
    • Licensed health and life agent with the Ohio Department of Insurance

    Professional involvement:

    • Graduate of Leadership Stark County through the Canton Chamber of Commerce
    • Member of Ystark! Young Professionals
    • Member of Tau Pi Phi business honors society

    When he's not in the office you can find him:

    • Hiking and exploring cities 
    • Golfing
    • Hunting
    • Just getting outside in general!

    What was your first job?

    My first job was landscaping starting at 10 years old. It taught me a ton about work ethic and set me on a great path! 

    Who has been the most influential person in your life? 

    My dad. He’s taught me more lessons than I can begin to explain and I can never thank him enough for all that he has done for me. He raised me the old school way and while I despised it during those young years, looking back on it, I wouldn’t have had it any other way..

    What is one goal you'd like to accomplish? 

    I would love to backpack in Europe in the future. I studied abroad in Spain in college and the idea of doing El Camino de Santiago on foot has always been a goal for me since. It’s a trip that takes about 30 days on foot!