As the Director of Transitions, Maxwell who has worked in the Financial Wealth Management profession for over 10 years and is a licensed Life Insurance agent, works with our Wealth Advisors in the process of transitioning their book of business to the RPS team. He prepares all client account paperwork, assisting with any client needs, as well as making sure the transition is smooth and easy for all new advisors and their clients. In addition, he maintains an ongoing relationship with all RPS advisors across the country assisting in day-to-day activities such as servicing client accounts and managing relationships with our clients.
Maxwell attended Western Kentucky University and graduated with a Bachelor of Science in Business and Professional Sales.
In his free time, Maxwell enjoys golfing, attending Louisville sporting events, long distance running, playing the piano, and hanging out with best friend, his golden retriever Bogey.