Wealth advice for your life's goals

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Prior to successful stint as an investment banker and controller, Max was a former All-American athlete at Marquette University and a professional soccer player. It was that same dedication that earned him numerous accolades as an athlete, with a BA and MBA from Marquette University, that has led to a distinguished career as Senior Vice President of Wealth Management at UBS Financial Services Inc.

Backed by his team, The Stoka Financial Group, Max is dedicated to delivering advice with the highest level of personal service and professional integrity.

"While our clients’ paths may differ, my goal is the same - to help them meet their individual financial goals and respond to their changing financial needs."

 One of Max's top priorities in the practice is to help construct investment portfolios based on needs, outcomes and comprehensive financial and estate planning. Max specializes in managing risk with rigorous investment selection, volatility harvesting and alternative investments. He has spent his entire career working with sophisticated clients helping them protect and increase their assets in a tax and cost efficient manner.

Max is proud to be a native of Argentina and a long-time resident of the Milwaukee area. He currently resides in Pleasant Prairie, WI with his wife, Cheri, and their two sons. Away from the office he enjoys coaching, soccer, golf, traveling, and spending time with family and friends. Max also enjoys volunteering his time to various charities and organizations throughout the Milwaukee, Kenosha and Chicago area.

• Marquette University, BA and MBA

• Wealth Advisor

• AZ
• CO
• CT
• FL
• GA
• IL
• IN
• MI
• MN
• NE
• NV
• NY
• PA
• TN
• TX
• WI

With more than14 years of customer service experience, Nick joined the team in 2005 as a Client Service Associate. Nick's passion for excellent client service and attention to detail is evident from his past experiences and his ability to effectively resolve client problems. He is responsible for client operations and new accounts.

Nick graduated with a BA in economics from the University of Wisconsin-Whitewater. He has earned her Series 7, 31 and 66 securities licenses as well as life and health insurance licenses.

Nick resides in Oak Creek, WI with his wife, Lauren, and their three sons. As well as being an an active member of his church, Nick also enjoys his time spent with family and coaching his boys various sports teams.

• University of Wisconsin-Whitewater, BA in Economics