A seasoned Estate Planner, Financial Planner, Wealth Manager and Senior Veterans Advisor with 45 years of experience, William E. Bergh is dedicated to helping All families, Seniors and Retirees, young professionals, achieve their financial goals through Life insurance Annuities and Veterans Benefits, we do extensive comprehensive financial planning, investment’s, retirement planning. I’m Passionate about Making our clients the most out of their money. We do a  personalized approach, risk management, long-term wealth building, William Bergh and his team takes pride in building strong client relationships based on trust and transparency here at United Senior Advisors Group, where your dreams, and your Goals ,and your Legacy. They are important to us. 

Doug is a graduate of Saint Anselm College in Manchester, New Hampshire.  Doug enjoys building relationships with his wonderful clients.  He helps clients protect their assets and income due to risks they may face in retirement. He does so by demonstrating the concepts in a clear and concise manner. 

Tim has 15 years of experience in the insurance and financial services industry. He loves building lasting relationships with clients. He currently resides in Hamden, CT. In his free time he enjoys watching sports, going on hikes with his dogs and spending time with his wife and two boys.

George P. Webb is the Chief Executive Officer at Pension & Wealth Management Advisors and has been in the investment management industry for over 25 years. George has worked extensively with institutional and wealth management clients over his career in providing guidance on designing, implementing, monitoring and evaluating their investment programs. He has traveled extensively to the major capital markets across the globe which provides seasoned international expertise for our team and our clients. Prior to joining the firm, George held senior management positions at some of the industry’s top investment management firms including: Fidelity Investments, Northern Trust Global Investments, Nuveen Investments, and he started his career at Aetna Capital Management where he worked with defined contribution plans and their participants. George earned his B.A. in Economics and History from Tulane University and holds an M.B.A. in Finance and Marketing from the Kellogg Graduate School of Business at Northwestern University. He is a member of the CFA Institute, Boston Security Analysts Society. George volunteers for several not-for-profit organizations including The Hale Reservation, CCT Boston and is President of the Dover-Sherborn Gridiron Club.

George is an avid mountain biker, skier and enjoys anything salt water. He is actively engaged coaching his children’s sports teams and is one of the Varsity Football coaches at Dover-Sherborn Regional High School. George is from Dover, Massachusetts and currently resides there with his family.