Our Team
Michael A. McNeal, Certified Financial Planner
Investment Advisor Representative
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...
Max K. McNeal, CPA
Tax Advisor
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...