WAG - Key Persons

Brian A. Sullivan

Job Titles:
  • Partner, Insurance and Estate Planning

David Clark

Job Titles:
  • Portfolio Management

Greg Sanderson

Job Titles:
  • Is Director of Capital Markets
  • Portfolio Management

Jerry Preschutti

Job Titles:
  • Financial Advisor
  • Partner

John Davi

Job Titles:
  • Portfolio Management

Kim Barone

Job Titles:
  • Client Experience Manager

Lina McMillan

Job Titles:
  • Director of Client Services
WAG's sister company, Corporate Benefits Alliance, is a full-service employee benefits brokerage firm. For more information on the services offered by CBA, please click here.

Michael C. Bass - Founder, President

Job Titles:
  • Co - Founder
  • President

Richard E. Craft

Job Titles:
  • AIF®, CLU, ChFC Chief Executive Officer

Robert A. Norton - Chief Investment Officer

Job Titles:
  • Chief Investment Officer