Generations Retirement Group
Sharon Moran has a diverse work experience. Sharon started their career at Wolverine World Wide in 2007 as an Operations Assistant and worked there until 2013. In 2014, they joined 2nd Time Around as an Office Manager/Customer Service Assistant, where they provided support to various departments and communicated effectively to resolve issues. In the same year, they also became a Health Coach at Health + Honey Wellness. Currently, they are working at Generations Advisory Group since 2016, where they hold roles in Client Services and Social Media Marketing Manager.
Sharon Moran obtained a BA in English Communications from Salve Regina University, where they studied from 1997 to 2001. In 2013 to 2014, they attended the Institute for Integrative Nutrition and became a Certified Holistic Health Coach. Sharon also holds the Inbound Certified certification from HubSpot, which they obtained in April 2017.
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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.