Max Gierke

Focus Areas

Investment Specialist

Retirement Income Planning

Tax Planning Strategies

Charitable Giving

Risk Management

About the Financial Advisor

I’m passionate about building strong relationships with our clients, helping them feel empowered as they navigate their financial futures with confidence and clarity.

In addition to my advisory role, I also serve as an Investment Specialist for our Red Rock Group, where I guide our Investment Committee in navigating today’s dynamic market.

With my comprehensive understanding of financial planning and investment strategies, I’m able to help clients align their financial goals with smart, well-informed decisions. My dedication to delivering results and providing personalized guidance ensures that our clients are well-prepared for whatever the future holds.

Education and Designations

• Wheaton College, Bachelor’s Degree in Business Economics

Personal Life

Beyond finance, my life revolves around service and community. As an Army Reserve Captain, I proudly served overseas in Saudi Arabia and continue my commitment to my country. I also serve on my church’s Council, helping guide spiritual growth.

At home, my wife and daughter are my greatest blessings and motivation. Before finance, I was a collegiate wrestler at Wheaton College, earning 100 wins—Go Thunder! That same competitive drive fuels everything I do.

In my free time, I lead a senior high men’s group, cheer for the Minnesota Vikings, or enjoy fishing with my dad.