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 Founder and President

David Treece is focused on helping retirees navigate the challenges they face in retirement. Character and treating others as he would want to be treated were centerpieces when he founded Clients Excel, and they continue to be to this day.

David began his career in financial services nearly a decade ago. He worked for his dad’s financial services firm in Concord, North Carolina, before founding Clients Excel.

During his time working in the financial services industry, David has had the privilege and opportunity to work with thousands of retirees. His goal is to create a strategy that enables each of his clients to be confident their finances are in good order.

David attended Liberty University in Lynchburg, Virginia, where he studied political science. His high regard for integrity compelled him to join the National Ethics Association.

David and his wife, Mallory, have a daughter, Amelia. They are members of Grace Presbyterian Church in Spartanburg. He is a volunteer mentor with Jump Start, a Spartanburg ministry for people recently released from prison. David has also been a longtime benefactor of the Mocha Club, an organization that provides clean drinking water for people in Africa.

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.

Or give us a call at 864.618.4800.