Sean is a licensed insurance agent, serving Massachusetts, New Hampshire and Rhode Island. He is also a full-service health insurance agent for both individuals and the small business marketplace.
Sean focuses on helping clients with their Medicare options. He provides a new and refreshing face-to-face approach to recommending insurance options to help meet both your health and financial goals.
Bio coming Soon!
Bio coming Soon!
Bio coming soon!
For more than a decade, Jean has been a key figure behind the organization and efficiency of Generations Retirement Group, from overseeing day-to-day operations to setting annual budgets and company goals. She wears many hats as director of operations.
Jean also administers our customer support process and is always working toward enhancing the customer experience and client satisfaction.
Sharon is a key connection point at our office, and she’s all about creating your ideal client experience. Her goal is to provide outstanding customer service from day one and maintain clear communication at all times.
As Director of Client Services, Sharon also works to get the word out about our financial services and retirement resources through emails, social media posts and more.
Bio coming soon!
Matt joined the Generations Retirement team in April 2025 and is an integral part of our growing company. He brings a strong background in comprehensive financial planning, including investment management and insurance solutions.
Matt is passionate about helping people and is dedicated to knowing all his clients on a personal level, always putting their continued success first. He has helped countless families, business owners and professionals in New England with comprehensive financial planning, specializing in asset management, estate planning and insurance-based solutions.
Before joining Generations, Matt was a vice president and financial advisor at Citizens Securities in the Citizens Private Client division. Prior to that, he was a member of the Cross Coastal Advisors team, where he worked as a financial advisor and practice manager for one of the firm’s senior partners. He began his career as an independent financial advisor, managing his own book of business for more than four years.
Matt graduated with honors from the University of Connecticut School of Business, where he studied finance and economics.
Matt is very active in the community through volunteer work. He helps train and raise service dogs for individuals in need, organizes fundraisers and local events for NEADS®, and donates to many local organizations. Matt lives in the Lower Mills area and enjoys hiking, golfing, and playing in local soccer and softball leagues.
David uses seamless income strategies and a tireless dedication to a top-tier customer experience to help clients create workable strategies for retirement.
David has been in the financial industry since 1985. Since obtaining his insurance license in 1993 and later passing the Series 65 securities exam, he’s helped countless individuals and families in the area gain confidence to pursue their financial goals and passions. In 2011, he founded Generations Retirement Group to further that mission.
David has ensured his firm is dedicated to all aspects of retirement planning, including Social Security, income planning and investment strategies. He also has a strategic partnership with a law office, to help provide clients a one-stop shop for their retirement needs.
In his free time, David enjoys cycling, sports, classic rock and being with friends and family.