Generations Retirement Group
Kaijsa K. has a strong background in marketing and has held various leadership positions throughout their career. Kaijsa has extensive experience in the financial services industry, having served as the Executive Vice President of Marketing at White Glove and the Vice President of Marketing at DMI. Kaijsa has also played key roles in scaling the growth of technology start-ups, such as Congruity360, where they served as Vice President of Marketing. In addition, they have held leadership positions in digital marketing and SaaS technology companies, including ThriveHive and BiddingForGood. Kaijsa's expertise includes strategic planning, budget management, brand development, lead acquisition, and public relations. Kaijsa has consistently delivered results and received recognition for their achievements, including being named the 2022 Digital Marketer of the Year by Wealth Solutions. Currently, they hold the position of Chief Marketing Officer at Generations Retirement Group.
Kaijsa K. received a Bachelor of Science degree in Consumer Studies from Syracuse University in 1999. Kaijsa then obtained a Master of Science degree in Marketing from Southern New Hampshire University between 2011 and 2015. Before attending university, they attended Silver Lake Regional High School from 1990 to 1994.
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Generations Retirement Group
David is focused on helping clients create workable solutions through seamless planning and tireless dedication to a top-tier customer experience. Since 1985, David has served over 5,000 families. In 2011, David founded Generations Advisory Group. His firm is dedicated to all aspects of retirement planning, including Social Security maximization, income planning and investments. Generations also has an in-house affiliate law office. This model is truly a one-stop approach to the retirement planning needs of our clients.