Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Clients Excel Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
David C. Treece Financial Advisor
David C. Treece began his career in the financial services industry in 2011. He is an independent financial adviser. He has passed the Series 65 securities exam, and he is health and life insurance licensed in several states. David’s financial advisory firm focuses on retirement income planning.
David worked for two other financial advisors before founding his firm in 2018. David launched Clients Excel 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 be the best at helping people prepare for 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 and podcast. Through these, 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 a daughter named Amelia and rescue dog named Oscar. They also have a backyard flock of chickens that Amelia loves to tend. David and his family are active in their church in Spartanburg. He is also a volunteer mentor with JumpStart, which is a ministry for people who have been recently released from prison.
Janna Bogert Executive Assistant
Janna Bogert was introduced to the financial industry in 2012 and has developed a passion for providing a smooth process for clients and financial professionals through the retirement journey. Since that time, she has worked diligently in supporting clients and advisors in this mission. She has had the pleasure of working for several great financial planning firms, which all helped to expand her knowledge and further her passion.
At Clients Excel, Janna is always available to facilitate your needs. Customer service is her No. 1 priority, and she hopes our clients feel confident that we are 100% here for them. Life is complicated, but we hope that working with us can be a breath of fresh air.
Janna lives in sunny Florida with her adorable daughter, Charleston. You can usually find them exploring new playgrounds or building sand castles at the beach. They are also surrounded by a wonderful support system of family and friends, and give back to the community by volunteering with Charleston’s school and other community programs.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.