With almost 30 years of experience in the Financial Services Industry, Renee' has worked for Goldman Sachs and Morgan Stanley in the early years and currently owns her own firm AAA Life Solutions. She focuses on education and is committed to her clients' success achieving their goals and objectives. She's been married for 43 years, has 4 entrepreneurial children and 16 grandkids. She has a local office in Germantown, TN and is licensed in multiple states to handle online requests.
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.