Everyone's financial goals are different. Their retirement strategies should be, too.

David C. Treece, Founder & Financial Advisor

David embarked on his journey in the financial services sector in 2011, initially serving as an assistant at two prominent firms before ascending to the role of financial advisor. Armed with a Series 65 securities exam certification and licensed in health and life insurance across Georgia, South Carolina, North Carolina, and Florida, David is committed to guiding his clients through the intricacies of retirement income and tax minimization planning.

In 2018, David laid the cornerstone of Clients Excel, driven by a vision to deliver unparalleled financial planning experiences to his clientele. His unwavering dedication stems from a profound desire to help equip individuals with the tools and strategies necessary to navigate retirement successfully, sidestepping potential pitfalls along the way.

At the heart of David's philosophy lies a steadfast commitment to the golden rule: treating others as he would wish to be treated. Continuously striving to enrich the financial literacy of his clients, David regularly disseminates invaluable insights through a widely subscribed weekly newsletter. To join the community of subscribers benefiting from his expertise, simply reach out to Connect@ClientsExcel.com.

Through his newsletter, David endeavors to provide actionable insights tailored to fortify your retirement preparations. Beyond the realm of financial planning, his aspiration is for clients to stride confidently into a stable financial future.



Beyond his professional pursuits, David finds joy and fulfillment in his role as a husband to Mallory and father to two young daughters, Amelia and Ansley, alongside their cherished rescue dog, Oscar. Actively engaged in their Spartanburg church community, David also extends his passion for mentorship through involvement with JumpStart, a ministry dedicated to supporting individuals transitioning from incarceration.

J.D. Revels, Jr., Operations Assistant

J.D.’s role is to make your experience as smooth and timely as possible in an inviting atmosphere where you feel cared for and supported.

“I understand that investing in and preparing for one's future is a complex and deeply personal experience,” shares J.D. “In addition, I understand this experience carries a lot of financial weight. This understanding shapes the responsibility and care that drives me to pursue my mission to stay innovative, informed and knowledgeable about the market.”

J.D. came to know David through his wife, who shares a long friendship with David. J.D. always revered David’s entrepreneurship and saw the fruit of his labor from the time Clients Excel was founded. “I'm proud to have the opportunity to serve our wonderful clients as we continue to build, as I believe in the mission and vision of Clients Excel,” adds J.D.

J.D. is a proud Spartanburg County native, having attended Limestone College where he earned his bachelor's degree. He currently resides in Inman, South Carolina, with his beautiful wife, Mack, and their two amazing kids, Vai and Remi. They regularly attend and serve their church and believe in their family's mission to build a legacy firmly on Christ, their foundation.

Abby Minihan, Director of Strategic Integrations

At Clients Excel, Abby assumes the pivotal role of Director of Strategic Integrations. In this capacity, she orchestrates the seamless operation of our office, ensuring that we uphold our commitment to delivering unparalleled client services. Abby is the linchpin, the "glue" that binds our team together and propels us towards excellence.

With a rich tapestry of experiences that span the breadth of the United States, Abby was a collegiate soccer coach extraordinaire. Her journey has taken her through eight colleges, culminating in her role as head women’s soccer coach at USC Upstate. Prior to her illustrious coaching career, Abby showcased her prowess as a professional soccer player and represented the under 21 women’s national team during her college years.

Abby's accolades on the field speak volumes: from earning a spot on the Big Ten All-Conference team from 1999 to 2002, to being crowned an All-American and Big Ten Player of the Year in 2002. Her alma mater, the University of Michigan, honored her with induction into their prestigious Hall of Fame in 2022, recognizing her outstanding contributions to collegiate athletics.

But Abby's passion extends far beyond the soccer pitch. Armed with a BA from the University of Michigan and a Master of Education in Human Resource Development from Clemson University, Abby is committed to empowering young athletes to recognize their inherent worth. Whether coaching her children's soccer teams or championing causes like Girl-Up Greenville, volunteering at Eleos Greenville, or serving as a board member of the Fulcrum Center, Abby's dedication to community upliftment is unwavering.

Residing in Greenville with her husband and two daughters, Abby finds solace and joy on the soccer field during weekends, or watching Liverpool F.C. play, a testament to her enduring love for the beautiful game.