Max Rathman

National Director of Branch Development

Max brings 25+ years of experience in the financial services industry, having worked with such firms as Oak Ridge Financial, Ameriprise, RBC and USBank/Piper Jaffray. During his career, he served as a valued member of the senior management team, overseeing advisor recruiting and the business development strategy for the Private Client Group. He thrives on creating unique strategies to help advisors and client service associates to grow and accomplish their ultimate dreams of success. Before making the shift into the financial world, Max worked as an architect in Nebraska following his graduation from the University of Nebraska-Lincoln with a degree in Architecture. His passions are wood art and golfing.