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Financial Planners

Max Ballo

Financial Planning Associate

Max Ballo

Financial Planning Associate


Max was born and raised in Cleveland, Ohio. Half-way through high-school, his family moved to Green Bay, Wisconsin. He attended a small, liberal arts college intiatially intending to do pre-med but he decided to go a different route.

He transferred to the University of Wisconsin-Madison where he discovered his love for the personal finance program, which helped him fulfill his passion for helping people; by encouraging clients to take control of their financial road-map.

In his spare time, he enjoys playing squash as well as running. He is a die-hard Cleveland Browns fan, but to cancel out their poor performance, he also cheers on the Green Bay Packers.

  • University of Wisconsin-Madison, B.S Personal Finance-Financial Planning concentration


Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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