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David has over 30 years of experience as a financial advisor and consumer-oriented financial advocate. He is an Accredit...
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As Business Development Manager for Treece Financial Group, Robert meets with clients to position investment and...
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As Client Relations Manager, Harshita exudes a welcoming and reassuring presence to our current and future clients. She...
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Adrian is a dedicated Financial Advisor Apprentice at Treece Financial Group. He began his journey with the company as...
![David | Communications Director | Treece Financial Group](/sites/davidtraupman.us1.advisor.ws/files/styles/portrait_500x600/public/images/tf1_headshot_dtc_clip_0.png.webp?itok=fK2tj4pN)
David (or "DTC", as we call him around the office) is responsible for keeping our clients and prospective clients...
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Farhan plays a crucial role in helping Team Treece position its online education, events, and resources to be most...
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Gretchen is currently pursuing a Bachelor of Science in Business Administration in Accounting at the University of Miami...
![Siggy Gierhart, Client Services Assistant, TreeceFi](/sites/davidtraupman.us1.advisor.ws/files/styles/portrait_500x600/public/images/siggy_cropped_headshot.png.webp?itok=jlL12rjH)
Siggy is currently a junior at the University of Miami, majoring in Finance and minoring in Business Law. Actively...