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Max Nathan has worked in the financial industry for over 8 years. Max started their career as an intern at Shiawatha, Inc. / Alrig USA Inc., where they gained experience in real estate management. Max then spent a year as an investment intern at Society for Lifetime Planning before becoming a financial advisor at the same company. In this role, Max provided comprehensive financial planning services to clients, including retirement planning, asset and wealth management, and financial education.

In 2017, Max left Society for Lifetime Planning to become a mortgage loan officer at Hall Financial. Max remained in this role for three years before joining Omega Lending Group as an advisor in 2020.

Max Nathan has a Bachelor's degree in Political Science and Government from the University of Michigan. Max also has a degree in Business Administration and Management from Eastern Michigan University. Max is also certified by the Financial Industry Regulatory Authority (FINRA) in Series 63 and Series 6.