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

David C. Treece, Founder & Financial Advisor

David C. Treece began his career in the financial services industry in 2011, working as an assistant at two other firms. He then became a financial advisor. He has passed the Series 65 securities exam, and he is health and life insurance licensed in Georgia, South Carolina, and North Carolina. David’s financial advisory firm focuses on retirement income planning.

David founded Clients Excel in 2018. David launched the firm because he has a desire for his clients to have a second-to-none experience when it comes to their financial planning for retirement. David relentlessly strives to help people prepare for retirement so that his clients may avoid pitfalls that stand between them and a successful retirement.

The bedrock of David’s ethos is treating others as he would want to be treated. David works tirelessly to continually bring pertinent content to our clients and friends through our weekly newsletter that reaches over a thousand subscribers. If you'd like to receive his complimentary newsletter, email Connect@ClientsExcel.com.

Through the newsletter, David brings informative content that may aid you in preparing for retirement. Through his financial planning work, David’s hope is that his clients are empowered to have a confident financial future.

David and his wife, Mallory, have two young daughters named Amelia and Ansley and a rescue dog named Oscar. David and his family are active in their church in Spartanburg. He has also been a volunteer mentor with JumpStart, which is a ministry for people who have been recently released from prison.

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.