Erica has been on the sales and marketing team at Next Generation for four years. In her role, she oversees marketing strategy and execution across multiple channels. such as email, the website and social media. She also supports the sales team with events and conferences planning, creating and presenting educational content, and new client onboarding.
Erica has a diverse professional background, including retail, customer service, and even early childhood education. She considers herself a “people person.” which allows her to understand the needs and pain-points of many different audiences and deliver uniquely personal buyer experiences. She holds a B.A. in Communication Studies from Kean University and earned her Self-Directed IRA Professional designation from the Retirement Industry Trust Association (RITA).
The mission of Next Generation is to provide our clients with the tools and support necessary for them to “control their futures, today” by investing with self-directed IRAs. We fulfill this mission by educating individuals and their trusted advisors about the many options and benefits of self-direction as a retirement wealth building strategy. This includes using a retirement account to invest in a broader range of alternative assets like real estate, private equity, precious metals, promissory notes, cryptocurrency and more. The result is a more diversified portfolio, hedge against stock market volatility, and the tax advantages that come from doing these investments within a retirement account.
As a custodian, Next Generation assists with account opening, funding and reviewing investments for compliance with IRS regulations. We also do all transaction processing and necessary tax reporting for these plans. Since Next Generation is not a fiduciary, and therefore does not provide advice or sell any products, we complement advisors and financial planners by providing the education and resources their clients need to employ this unique strategy.