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Our Team

Michael A. McNeal, Certified Financial Planner

Investment Advisor Representative

(317) 578-3934

Michael McNeal is a 1991 graduate of Purdue University. Michael started his career in Information Technology and quickly migrated to Project and Program Management for AT&T and IBM. In 2016, Michael joined Max as an Investment...

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Max K. McNeal, CPA

Tax Advisor

(765) 438-2899

A veteran of the financial services industry, Max McNeal has been a Certified Public Accountant (CPA) for over 40 years. Throughout his decades of experience, he has worked diligently to help clients and their families strengthen their...

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