OPERATIONS MANAGER
Maximillion Goulet
Driving operational excellence so our team can focus on you
Max plays a critical role in keeping our firm running efficiently behind the scenes. He leads our operations, manages rollover calls, and supports nearly every aspect of clients’ internal workflows. His attention to detail, systems mindset, and commitment to service help ensure a smooth, accurate, and timely experience for every client.
What Max Does
Max is the engine behind our operations. From handling complex rollovers to streamlining internal processes, he ensures accuracy, efficiency, and a seamless experience for clients and the team alike.
A Little More About Max
Max and his wife welcomed their first child in February of 2026. During his free time, Max enjoys
On his way to becoming a CFP® professional himself, Max recently passed his Series 65 exam and is working toward his EA certification.
Get in Touch
For questions or inquiries, please reach out using the information provided.
Have questions about your financial plan? Please don’t hesitate to contact us.
