Our Own Team of Professionals Committed to Serving You
Max Larsen, President of Future Finances, Inc., has been involved in
the financial services industry since 1979. Max is a CPA and CFP™
professional and was admitted to the Registry of Financial Planners
with the International Association of Financial Planning. He is an
Investment Advisor Representative with Future Finances, Inc. and a
Registered Principal with FSC Securities Corporation..
He has also completed the Wharton School of Business Certified Investment
Management Analyst (CIMA) Program. Prior to starting his own firm, Max
was a controller and a senior financial analyst with a Fortune 100 corporation.
He was also a financial consultant to a computer software firm dealing
with Fortune 500 corporations. Max has a nationally based clientele
and publishes a weekly Market Update newsletter. He has spoken at and
conducted numerous corporately-sponsored programs and has appeared on
radio and television.
EDUCATION
Northeastern University MBA-Finance
State University of New York BS-Business Management/BA-Economics
PROFESSIONAL DESIGNATIONS
Certified Public Accountant (CPA)
Certified Financial Planner™ Professional
Investment Advisor Representative with Future Finances, Inc.
Admitted to the Registry of Financial Planners with the Intl Assoc.
of Financial Planners
Registered Securities Principal with the NASD,
Certified Investment Management Analyst (CIMA)-Wharton School of Business
Member of the National Association of Family Wealth Counselors
Bradley is a Certified Financial Planner® practitioner and a Registered Investment Advisor with Future Finances, Inc. He has worked extensively with individuals in the areas of financial planning, wealth management, retirement planning, tax planning, insurance, and estate planning. Bradley is a Registered Representative with the NASD, (National Association of Securities Dealers) and a licensed insurance agent specializing in life, disability, and long-term care. Bradley received his BA from Capital University in Economics/Business Management.
Bradley is the author of Scared Rich: Building Wealth with Confidence, a personal finance book that tackles many of the financial hurdles facing individuals today. Moreover, he has appeared on radio and television and has conducted financial workshops covering a wide range of financial topics.
Bradley lives in Columbus, Ohio with his wife and son and enjoys working with the Columbus Special Olympics program as a coach and partner.
Judy is a Certified Public Accountant specializing in personal income
tax returns. She reviews tax returns and handles all IRS correspondence.
Maureen is an Investment Assistant who works with Brad to prepare personal
portfolio updates. She is also responsible for the execution of investment-related
operations.
Pam is our Administrative Assistant, directing client inquires to the
appropriate team member. She also maintains the client files, handles
compliance issues, and assists with the assembling of tax returns.
Cheri is our Office Manager and her responsibilities include accounts
payable and receivable, client services, and marketing.
Nick Kontras is President of Kontras Financial Services and has been associated with Future Finances, Inc, since 1995. He serves a diverse clientele including individuals and small businesses. Nick is a NASD, Registered Securities Representative, and is also licensed to sell life, long-term care and disability insurance. Prior to starting his own firm in 1986, Nick worked for local certified public accounting firms in San Diego and Columbus and was controller for a regional hotel management group. Nick was a guest lecturer for the Ohio State University College of Dentistry in the area of investments and financial planning.
Nick's interests include music, spending time with church and nonprofit related activities. He derives his greatest inspiration in life from his family and friends.
EDUCATION
Ohio State University-Columbus, Ohio (June 1977)
BS-Business Administration-Major Accounting
PROFESSIONAL DESIGNATIONS
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP)
Member of the Ohio Society of CPAs
Member of the American Institute of CPAs
NOTE: CFP™ and CERTIFIED FINANCIAL PLANNER™ marks are
certification marks owned by the Certified Financial Planner Board of
Standards, Inc. These marks are awarded to individuals who successfully
complete the CFP Board's initial and ongoing certification requirements.
Securities and investment
advisory services offered through FSC
Securities Corporation, member
FINRA,
SIPC and a registered investment
advisor. Additional investment advisory services offered through Future Finances, Inc., a
registered investment adviser not affiliated with FSC Securities
Corporation and is not a broker-dealer.
© 2007 Future Finances, Inc. All rights reserved.
