MEET THE TEAM
The team behind TreeceCo Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Charles “Tony” Treece
President and Founder
Tony Treece is focused on helping clients work toward their dreams through a well-thought-out financial strategy for retirement. He believes integrity is the most important attribute a person can have and works hard to uphold that value as the president and founder of TreeceCo Financial.
Tony got his start in the financial services industry in 1984 after graduating from Hyles-Anderson College with a bachelor’s degree in pastoral theology. He had spent a significant portion of his childhood with his grandparents and keenly observed the challenges senior citizens face as they age, as well as the financial struggles often paired with old age.
This led Tony into a career of working with “America’s Greatest Generation.” He has taught thousands of retirees how to lead a confident financial future by utilizing appropriate financial strategies. As times and economic situations change, Tony continually generates innovative ideas to help clients have the financial independence they deserve.
Tony is a licensed Investment Adviser Representative and holds his life insurance licenses in multiple states, primarily serving residents and their families throughout the Southeast region. Additionally, he has passed his Series 65 securities exam and is a Certified Estate Planner. Tony is a member of the National Ethics Association and has been recognized by the Million Dollar Roundtable for distinction in the industry.
In his free time, Tony enjoys working out, being outside and spending quality time with his family. He and his wife, Donna, have been married for more than 40 years and are proud parents and grandparents. In the community, Tony is a board member of the David Wood Ministries and is a member of Central Baptist Church in Kannapolis, North Carolina.
The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table.The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Tony Treece or TreeceCo Financial is stated or implied.
Dan is passionate about helping his clients use financial preparation to achieve balance. He is licensed to offer insurance products and solutions in North Carolina.
Growing up as the son of a hometown barber, Dan spent much of his young life around retirees. He watched the service his father gave them and quickly realized the most rewarding part of any occupation is serving others.
After college, Dan started his career in retail. He quickly moved into leadership and moved up the ladder for over 25 years until he was managing over 100 people and millions of dollars in both sales and inventory. As time went on, Dan found himself being drawn to finance and retirement planning so he could help the kind of retirees that impacted his childhood. Today, he considers it a blessing to see hard working people prepare and live their best life with our help and partnership.
Dan and his wife of over 10 years live in Mooresville with their son and daughter. He enjoys spending time outdoors in any way he can.
April is a native of Concord, North Carolina. After graduating from high school, she attended Tennessee Temple College and went on to earn a business management degree from Rowan-Cabarrus Community College.
Before initially coming to TreeceCo in 2002, April helped manage national accounts for S&D Coffee, a hot beverage distribution company. She worked with the TreeceCo team for a number of years and was highly sought while at TreeceCo due to her drive and ambition to excel in the insurance marketplace. In 2012, she was recruited to work for a major insurance company. April quickly grew to become a leader in this role and was promoted to a sales trainer position with the company. In June 2017, April joined the TreeceCo team again. She has immense knowledge and understanding of our business.
April has two teenage daughters and enjoys spending time with them, and she is an avid health and wellness enthusiast.
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