Maxwell Beals
Investment Advisor
Maxwell works on Evan Vanderwey's team in our Okemos office, helping families with planning and the account work behind it.
About Maxwell
Maxwell joined Cornerstone in 2025 in client services and became an investment advisor in 2026. He studied marketing at Northwood University.
He works on Evan Vanderwey's team, supporting family strategies and handling the account work that keeps client accounts running.
He also meets with families reaching out to us for the first time and explains how we work.
What Maxwell helps with
- First conversations with new families
- Family strategy support on Evan Vanderwey's team
- Account setup and transfers
- Getting started with investing
Background
- Education
- Bachelor's degree in Marketing, Northwood University, 2025
- At Cornerstone
- Since 2025, investment advisor since 2026
- Licensed
- Series 65, 2026