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, 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 piftalls 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 supported and cared for.
“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.
OUR CORE VALUES
Most of us have challenging financial decisions to make throughout our lifetime, and oftentimes, these choices are pivotal to our financial success. We believe it’s important for you to find an advisory firm that resonates with you and that you can trust. Also, it’s important to find a firm that has taken the time to comprehensively consider your unique situation from all angles, so that you may avoid pitfalls that stand between you and successful retirement.
In everything we do at Clients Excel, we ask ourselves: How would we want to be treated? This is the lens through which we see our business. To that end, our goal is to help good people make wise financial decisions, so that they may excel in retirement confidence.
Our faith is an important aspect of our lives. We believe in our commitment to faith and helping those around us is what drives our commitment to our clients. We serve our clients with integrity, and treat each of the people we interact with dignity, respect, and honor. We value the trust our clients place in us to help them meet their financial planning needs, and we vow to never lose sight of always doing the right thing.
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.