Max began his career in an internal sales role at a boutique hedge fund in Seattle, Washington, Nine Point Capital Partners. His experience spans many different roles within our industry, including but not limited too; private equity sales, mutual find distribution and financial planning. Prior to co-founding IDM, Max acted in a business development role for Risk x Funds located in Portland, Oregon and Omaha Nebraska. Max holds the AIF designation and operates as the Head of Business Development for IDM.
During off hours Max enjoys playing golf, coaching kids’ soccer, basketball and football. He also spends time watching his daughter Stella compete in gymnastics and helping Angela with her business, Luxe Atelier. Max lives in West Linn, Oregon with his wife Angela, daughter Stella and his son Judah.
Mary has over 20 years’ experience working with families to help shape and design retirement. She’s held planning positions at Victory Financial Planning, where she founded and lead a team of advisors under her own Registered Investment Advisory business. Mary also held planning positions at Providence Federal Credit Union where she helped launch PFCU’s Investment Solutions Program. Mary is a trustee at the International Association of Registered Financial Consultants and holds her Accredited Investment Fiduciary Designation.
In her off time, Mary enjoys spending time with her children, grandchildren and friends. She loves gardening, cooking and home improvement projects. She’s an avid dog lover and enjoys time at the beach when she’s not in Lake Oswego serving clients.
At Investment design we have a team approach. As a client of our firm you get the benefit of working with multiple advisors, the benefit of years of experience and specialization for things like divorce settlements, retirement planning and asset management. Both Max and Mary hold their Accredited Investment Fiduciary designations and our work is steeped in the idea that process and outcomes are better when the focus is the client
Mary has a background and passion helping single women gain financial independence. Retirement planning can be a burden, especially when life changes and divorce or a loved one unexpectedly passes away. Women helping women is an important part of the culture of our firm, one we are cognizant of when we sit down with perspective clients.
Max enjoys working with business owners to maximize cashflow, decrease taxable income and accelerate retirement planning. Understanding what is possible as a business owner is incredibly important and can re-define what retirement looks like. Education is a focus in the planning process here. Cash flow planning, pretax retirement dollars and defined outcomes is where our time is spent. Making sure you understand the difference between what you are doing now and what’s possible.
Our process is transparent and collaborative. We enjoy serving clients together, we love what we do and look forward to sharing that passion during our first meeting together.