Our Team

With over seven years of experience in the financial services industry, I’ve dedicated my career to helping individuals and families create confident, sustainable retirement strategies. As a Chartered Retirement Planning Counselor℠ (CRPC®) and an Accredited Wealth Management Advisor℠ (AWMA®), I bring specialized knowledge and a deep commitment to developing customized financial plans that align with each client’s unique goals.

At the heart of my practice are the Christian values I hold dearly—integrity, honor, and service. I believe in putting my clients’ best interests above all else. As a fiduciary, I am bound not just by duty, but by conviction, to provide transparent and ethical advice every step of the way.

Before joining WealthMax Financial Group, I spent three years as a Financial Advisor with Merrill Lynch, where I had the opportunity to work with a broad range of clients and deepen my expertise in retirement and investment planning.

Whether you’re approaching retirement or already enjoying it, I’m here to help ensure that your financial future is rooted in wisdom, security, and peace of mind.

With over a decade of experience in the financial industry and five years as a fiduciary, James has built a reputation as a trusted expert in retirement planning for individuals, families, business owners, and ultra-high-net-worth clients. James’s approach is rooted in one simple but powerful principle: listen first, then guide.

Throughout his career, James has the privilege of helping clients navigate complex financial landscapes with clarity and confidence. Whether it’s designing multi-generational wealth strategies, or creating personalized retirement roadmaps, James is committed to delivering solutions that reflect each client’s unique goals, values, and circumstances.

As a fiduciary, acting in clients’ best interest isn’t just a legal obligation to James—it’s the foundation of his planning mentality. Asking the right questions, taking the time to understand what truly matters in the heart of the individual, and provide advice grounded in integrity, expertise, and a deep understanding of long-term financial planning.

“My clients consider me their go-to resource for retirement planning not only because of my knowledge, but because they trust me to guide them through life’s transitions with insight, care, and unwavering commitment to their financial wellbeing.”

John Gower serves as our Client Relationship Specialist with a background in banking, life insurance, and client service. He graduated from Sacred Heart University in 2025 with a degree in finance and a minor in financial analytics. His experience has helped him build strong communication skills and a passion for helping clients feel comfortable and confident when making important financial decisions. As an aspiring financial advisor, John is committed to helping clients work toward their long term goals.

Born and raised in Rhode Island, John values strong relationships, trust, and putting clients first. Outside of work, he enjoys spending time with family and friends, following New England sports, and cheering on the Boston Bruins. Growing up playing hockey, lacrosse, and golf helped shape his competitive mindset, team focused attitude, and dedication to helping others.

Theo Brennan serves as our Client Relationship Specialist at WealthMax, bringing a background in life insurance, financial services, and client relationship management. Prior to joining WealthMax, Theo worked in the insurance industry, where he gained experience helping individuals and families protect their financial futures while developing a strong foundation in client communication and service.
Today, he works closely with clients throughout the onboarding process, helping gather important financial information, coordinate with the advisory team, and ensure a smooth and organized planning experience.

Theo is passionate about building lasting relationships and helping clients feel informed and supported every step of the way.
Born and raised in Rhode Island, Theo values integrity, faith, and putting people first. Outside of work, he enjoys playing volleyball, serving on the sound team at his church, playing the piano, and spending time with family and friends. His commitment to teamwork, service, and personal growth carries into every client interaction as he strives to create a welcoming and dependable experience for each person he works with.

Simplifying Medicare so you can focus on enjoying retirement, family, and life’s adventures.

Michelle brings a unique blend of experience in education, leadership, and financial services to her role as Medicare Specialist at WealthMax Financial Group. With nearly three decades as a mathematics teacher and twelve years serving as a teachers’ union president, Michelle has built her career on educating, advocating, and guiding others through complex decisions.

Transitioning into the insurance and financial services industry over the past two years, Michelle has focused her expertise on helping clients navigate the often-confusing world of Medicare. She is passionate about simplifying the process, clarifying options, and ensuring clients feel confident in the coverage decisions that support their retirement goals.

“As a lifelong advocate, I’m committed to guiding clients through Medicare with care, clarity, and a focus on what truly matters for their retirement years.”

Michelle is a graduate of Roger Williams University, where she earned her degree in Mathematics and a double major in Dance/Performance. A proud longtime resident of Bristol, she and her husband have raised their two grown children in the community they still call home.

Outside the office, she enjoys traveling, going to concerts and shows, exploring artistic endeavors, staying active, and spending time with family—including her dog, Cashew.

Lisa brings nearly 30 years of experience in administrative and client support roles and is the welcoming face of our office.

Born and raised in Bristol, RI, she is often the first person clients see when they walk through the door, setting the tone with professionalism, warmth, and attention to detail. Behind the scenes, she keeps everything running smoothly so both clients and advisors stay on track.

Maxwell Travers is a 2023 graduate of Moses Brown School, where hockey and lacrosse helped shape his competitive mindset and team centered approach. Those experiences taught him the value of grit, fortitude, and consistency, principles he continues to hold to the highest standard.

Maxwell is now studying Economics and Business Administration at the University of South Carolina, where he is building a strong foundation for a future in the financial industry. Outside of academics, he stays active through run clubs and regular workouts, carrying the same work ethic into every part of his life. As an intern, Maxwell is eager to grow his skills, learn from those around him, and help others gain more confidence in their financial future.

Jacob is from Rhode Island, where he was born and raised, and is a graduate of East Providence High School. He is currently attending Bryant University, majoring in Finance with a minor in Economics, while continuing to build his knowledge and passion for the financial industry.

Outside of academics, Jacob enjoys playing soccer and staying active. He is known for being dedicated, always learning, and having the unique ability to catch on to new concepts quickly.

With a strong work ethic and a genuine interest in helping others understand their financial future, Jacob is committed to continuing his growth within the financial services industry.