Our Team

“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

David Treece IAR, AIF®, CLTC®

Senior Financial Advisor

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

Robert Wroblewski IAR, AIF®

Financial Wellness Advisor

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

Harshita Kalra

Branch Operations Manager

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

Adrian Lopez Aguilar

Operations Associate

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

Adriana E. Gonzalez Lares

Client Services Associate

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

David Traupman

Communications Director

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

Farhan Shaban

Communications Associate

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.