Max is a Medicare specialist and non-licensed assistant with Delisanti Wealth Management, working with Robb Delisanti as he builds toward managing his own financial practice. A Keuka College graduate and former small business owner, Max helps clients navigate Medicare and financial decisions with clarity and confidence. Outside of work, Max enjoys running, fly fishing, scuba diving, and spending time outdoors with his dog Joni.
Maxwell Yale is also a licensed insurance agent. These insurance services are entirely separate and distinct from at Delisanti Wealth Management and Private Advisor Group.