“Words cannot describe how much David has done to help me over the last few years. I recommend him highly and without hesitation. I feel secure in his attention to details and consider myself fortunate to have him as advisor and friend.”*

—Honor C., Client

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Robert Wroblewski AIF®

Business Development Manager

As Business Development Manager for Treece Financial Group, Robert meets with clients to position investment and...

Harshita Kalra

Client Relations Manager

As Client Relations Manager, Harshita exudes a welcoming and reassuring presence to our current and future clients. She...

Adrian Lopez Aguilar

Financial Advisor Apprentice

Adrian is a dedicated Financial Advisor Apprentice at Treece Financial Group. He began his journey with the company as...

Adriana E. Gonzalez Lares

Client Service Representative

Adriana, originally from Buenos Aires, Argentina, studied Pharmacy at the University of Buenos Aires. While studying...

David Traupman

Communications & Marketing Director

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

Farhan Shaban

Digital Marketing Specialist

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

We’re committed to helping the next gen of finance professionals

 

Team Treece Testimonial: Intern Heidi Tuyen

"While working here, it really helped me realize that this is what I really want to do. The finance field was only just an interest when I first started, but after doing this and realizing how much I can help people, I really want to do this in the long term."

Team Treece Testimonial: Intern Anusha Sikand

"I've been really able to understand and analyze what is important information needed to get an understanding of stock performance and future trends. And that has been something I've been able to carry out in my personal life, as well as apply it to my academics."

Intern with Team Treece

*This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers.