We empower you to take pride in your money


Real-world problems and mistrust of the historically conservative financial industry adds financial stress. This prevents many LGBTQ+ individuals from getting the right services in financial planning, insurance planning, retirement planning, estate planning, and investment services they need to create a secure financial future.  

As an LGBTQ financial advisor, I take pride in embracing my LGBTQ+ identity. I have been providing advocacy-oriented services to the gay and lesbian community in South Florida for over 30 years.

At Treece Financial Group, we've created a diverse team. We are dedicated to ensuring every client who visits our office feels welcome, valued, and comfortable.

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We are trusted advisors that respect your unique concerns


There are unique financial planning issues related to a person’s identity and life experiences that need to be understood, respected, and factored into the financial planning discussion.

He/she/they may have had firsthand experience in confronting conservative biases or dismissive attitudes through their personal lives, interactions with colleagues, or while advocating on behalf of their clients with attorneys, insurance companies, or healthcare professionals.

As an LGBTQ-oriented advisor, I have proven experience in:

  • Helping other gay and lesbian individuals, couples, and families successfully plan for long-term financial security.
  • Partnering with allied resources (attorneys, aging experts, caregivers, etc.) who provide welcoming and inclusive services.
  • Advocating in your best interest to overcome difficult financial planning or healthcare challenges.
  • Having similar values to understand your needs and concerns.

      I have long-term relationships with LGBTQ-identified and -allied referral partners. I have experienced fighting for LGBTQ+ clients in difficult family estate situations and senior housing. I have witnessed caregiving discrimination, and Social Security survivor benefits for same-sex couples.

      My main focus is helping LGBTQ+ folks as they age, especially those who are alone without a strong support network. I specialize in managing their complex financial and healthcare needs. Having a trusted advocate by your side can make a life-changing difference at times when individuals feel vulnerable and alone. Especially when it deals with changes in health or living situations.

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      Our resources help you age out loud, proud, and in control


      Join Our La Vida Pride LGBTQ+ eCommunity

      We’re happy to invite you to a secure and inclusive online space where you can expand your community connections and find courses and resources to retire proudly and with confidence!


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