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.

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.

Being held to a fiduciary standard, acting in clients’ best interest isn’t just a legal obligation to James—it’s the foundation of his planning mentality. He focuses on asking the right questions, taking the time to understand what truly matters to each individual, and providing advice grounded in integrity, expertise, and a deep commitment to 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.

Brenna Mavis Anderson serves as our In-House Medicare Specialist, bringing extensive healthcare advisory experience and specialized industry knowledge to WealthMax Financial Group. Throughout her career, Brenna has built healthcare strategies that prioritize seamless transitions, demystify complex insurance options, and protect long-term financial security. She is known for her sharp efficiency, educational approach, and unwavering commitment to ensuring that every client receives clear, objective guidance tailored to their unique retirement goals. Working alongside our wealth advisors, Brenna ensures that healthcare decisions integrate flawlessly with broader financial plans to deliver complete peace of mind.

A proud mother of two, Brenna balances her professional focus with personal dedication to family and community. She brings a lifelong passion for dance to her personal life, channeling the same energy, discipline, and grace into everything she undertakes. Whether guiding clients through pivotal retirement milestones or keeping up with her busy household, Brenna approaches every opportunity with warmth, heart, and a client-first mindset. Her work reflects a consistent goal: creating meaningful outcomes that give clients total confidence as they step into their future.

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.

With more than 14 years of experience in sales development, management, and client services, Joe brings a diverse background and a strong commitment to building lasting relationships to his role as a Client Relationship Specialist at WealthMax Financial Group. Throughout his career, Joe has developed a proven ability to connect with people, understand their needs, and provide a high level of service and support. His experience across multiple areas of the business has given him a well-rounded perspective and a deep understanding of the importance of trust, communication, and personalized attention when working with clients.

Joe takes pride in helping clients feel comfortable and confident throughout their experience with the firm. He believes that strong relationships are built through consistent communication, genuine care, and a commitment to putting the client first.

Outside of work, Joe enjoys spending time with his three daughters and is frequently found on the soccer field, where he enjoys coaching and training them. He is passionate about helping them develop both on and off the field and spends much of his free time supporting their soccer journey. When he is not at a soccer field, Joe enjoys getting out on the golf course and spending time with family and friends.

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.