Broker Check
Office: (305) 751-8855


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

David Treece has nearly 20 years of experience in financial services as a consumer-oriented advocate for his clients.

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Robert has been in the financial services industry for more than 10 years as a mortgage loan originator, financial advisor and a branch manager at Santander Bank, Investment Services at Sovereign, and TD. As a Business Development...

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Harshita Kalra

Client Relations Specialist



Harshita is responsible for administration, special events, and certain aspects of marketing with a focus on growing the company’s enterprise and offering state-of-the-art service to our clients. Harshita brings to this position...

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Luis has been working in customer service for the past 26 years. He is very outgoing and enjoys customer contact. He has been working lately with some of the firm's older customers who often need extra assistance.

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With 30 years of design, copywriting, and marketing experience, David is working with our team on market research, outreach, and visibility to ensure our office communicates effectively and consistently with our clients and prospects.

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Martha Sternberg joined Treece Financial Group in August as our new Publicist. She has 20-plus years’ experience writing, editing, and developing content. What we love most about Martha is her engaging persona.

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