
David has nearly 35 years of experience as a holistic financial advisor and consumer-oriented financial advocate. He is...

Robert is a seasoned financial service professional with almost 20 years of wealth management experience working with...

Harshita exudes a welcoming and reassuring presence to our current and future clients. She skillfully coordinates all...

Adrian began his journey with Team Treece as an intern where he quickly made a mark through his eagerness to learn and...

Adriana's warm and friendly manner suits her well in assisting our clients with questions, concerns, and account...

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...