David joined W Wealth Strategies, LLC. as a Retirement Specialist working with small business owners.
As the founder of HEITS Building Services, Inc., David specialized in the building services industry for the last 15 years. His organization established over 150 franchises in over a dozen states producing a combined revenue of over $10 million. By systematizing the operations and implementing standard operating procedures, HEITS was awarded recognition by Inc. 500 as one of the fastest-growing building franchise in its industry.
Previously, David worked as a Financial Advisor with a major Wall Street brokerage firm focusing on wealth management for small business owners; David was awarded Rookie of the year during his first year in the NJ region. Prior to that, he held the position of Business Analyst for Dun and Bradstreet. Upon graduating from college, David got his first start working as an Account Executive for a well-known Life Insurance company.
He holds a BS degree from Bridgeport University. David is currently securities licensed and is pursuing his CFP certification.