Client Services Specialist
David joined Weiser Financial in 2023 as a Sr. Client Service Specialist. He has brought with him 20 years of financial industry experience with a focus in compliance and other back office functions. The client experience is paramount to the success of the team, and he helps in any way to get what needs to be completed in an efficient manner for clients. David is originally from New Jersey and moved to Florida in 2012 where he spends as much time as he can with his wife and two amazing boys.