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 hundreds 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 and his wife, Mallory, have a daughter, Amelia. They are active in their church in Spartanburg. Also, he is a volunteer mentor to men who were recently released from prison through a local ministry named
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.