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.

Abby Minihan, Client Services Associate

At Clients Excel, Abby assumes the pivotal role of Client Services Associate. 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.

Felicia Page, Client Service Specialist | Social Media Manager

Felicia Page, originally from Germany, grew up in the local community and attended District 5 schools where she was an enthusiastic cheerleader. Felicia's family instilled in her great work ethic early, starting her first job as a lifeguard at the Middle Tyger YMCA at the age of 15.

From a young age, Felicia had a passion for animals and aspired to be a veterinarian. She earned her Bachelor of Science in Biology with a focus on pre-veterinary medicine and a minor in Business Administration from USC Upstate.

With over a decade of customer service experience across various industries—including restaurants, automotive, and real estate—Felicia has honed her skills in client relations. As a Realtor for 10 years, she became known for guiding clients through the home-buying journey, ensuring they understood their options at every step.

At Clients Excel, Felicia applies her extensive customer service background to develop strategies that enhance the client experience. Additionally, she plays a key role in expanding the firm's brand presence through innovative social media marketing, helping position Clients Excel as Spartanburg’s premier boutique financial planning firm.

Residing in Inman, Felicia spends her free time exploring the outdoors from the Cottonwood Trail to the Flowering Bridge at Lake lure and even the vibrant urban developments in Spartanburg. She is also a proud mother to a seven-year-old son who participates in soccer with the American Youth Soccer Organization and practices karate at Spartanburg Martial Arts.

Daniel Doncev, Intern

Daniel is a senior at USC Upstate majoring in accounting. Throughout his academic career, he has consistently excelled, earning spots on both the Chancellor’s and Dean’s lists. Before interning at Clients Excel, Daniel gained valuable experience in TD Bank's internal audit department. At Upstate, he actively mentors fellow students, helping them achieve their academic goals.

As a dedicated volunteer, Daniel assists members of the community by preparing tax returns and has successfully obtained IRS certifications in tax law. In addition to his studies and internship, he is an active member of Beta Alpha Psi, the accounting honors organization.

Originally from Moldova, Daniel is bilingual in Russian. When he’s not focused on academics or community service, he enjoys working on his BMW as a passionate car enthusiast.