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Max Neese, CFP®

Max Neese, CFP®

CERTIFIED FINANCIAL PLANNER™

Near the end of my junior year of high school a local financial planner came into my class to talk about the world of investing. He talked about the time value of money and showed by investing how much your money can potentially grow over time. I was blown away by all the things we were being told. I walked out of that class thinking to myself “I want to do what that guy does”. That local financial planner was Tim Heisterkamp. That day my passion for investing and financial planning started and I have never looked back since.

I later attended Iowa State University where I graduated with degrees in Finance and Financial Counseling & Planning. While attending ISU, I had the opportunity to intern at Journey Financial as well as with a financial planning firm located in West Des Moines.

After graduation, I worked for a life insurance company as a Life Insurance & Annuity Product Analyst. While there, I gained valuable financial services industry experience and I completed my Fellow, Life Management Institute (FLMI) designation.

Now, back at Journey Financial, I'm excited to be officially working alongside Tim, the man who helped me develop this passion, and to apply my education and previous experience to serve my home community.

Contact Max to schedule a meeting by calling him at (515) 386-2570 or texting at (712) 794-4499.