Maxwell Lloyd is a highly skilled mortgage professional with a strong background in finance, having earned his degree from Florida Gulf Coast University. He is among the top 1% of mortgage professionals nationwide to achieve the prestigious Certified Mortgage Planning Specialist (CMPS) designation, a testament to his expertise in mortgage planning and his ability to integrate home financing into broader financial strategies.

Maxwell's advanced knowledge in areas such as taxation, estate planning, and financial strategy allows him to craft mortgage solutions that align seamlessly with his clients' long-term goals. His unique qualifications also enable him to teach continuing education (CE) courses to financial advisors, helping them better understand how strategic mortgage planning can complement their clients' overall financial plans.

Known for his client-focused approach, Maxwell goes beyond the standard mortgage process. Whether he's working with first-time homebuyers or navigating complex financial scenarios, he is committed to simplifying the process and providing tailored solutions that meet the individual needs of his clients.

Outside of his professional achievements, Maxwell is passionate about traveling, spending time with his family, and relaxing in Harbor Springs, a place he holds dear.