
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...

David (or "DTC", as we call him around the office) is responsible for keeping our clients and prospective clients...

Farhan plays a crucial role in helping Team Treece position its online education, events, and resources to be most...

Gretchen is currently pursuing a Bachelor of Science in Business Administration in Accounting at the University of Miami...

Adrian is pursuing a Bachelor of Business Administration in Finance at Florida International University (FIU). Adrian's...