David has over 30 years of experience as a financial advisor and consumer-oriented financial advocate. He is an Accredit...
As Business Development Manager for Treece Financial Group, Robert meets with clients to position investment and...
As Client Relations Manager, Harshita exudes a welcoming and reassuring presence to our current and future clients. She...
Adrian is a dedicated Financial Advisor Apprentice at Treece Financial Group. He began his journey with the company as...
Adriana, originally from Buenos Aires, Argentina, studied Pharmacy at the University of Buenos Aires. While studying...
Siggy is currently a junior at the University of Miami, majoring in Finance and minoring in Business Law. Actively...
David (or "DTC", as we call him around the office) is responsible for keeping TreeceFi's clients and prospective clients...
Farhan plays a crucial role in helping Team Treece position its online education, events, and resources to be most...