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

David C. Treece, Founder & Financial Advisor

David embarked on his journey in the financial services sector in 2011, initially serving as an assistant at two prominent firms before ascending to the role of financial advisor. Armed with a Series 65 securities exam certification and licensed in health and life insurance across Georgia, South Carolina, North Carolina, and Florida, David is committed to guiding his clients through the intricacies of retirement income and tax minimization planning.

In 2018, David laid the cornerstone of Clients Excel, driven by a vision to deliver unparalleled financial planning experiences to his clientele. His unwavering dedication stems from a profound desire to help equip individuals with the tools and strategies necessary to navigate retirement successfully, sidestepping potential pitfalls along the way.

At the heart of David's philosophy lies a steadfast commitment to the golden rule: treating others as he would wish to be treated. Continuously striving to enrich the financial literacy of his clients, David regularly disseminates invaluable insights through a widely subscribed weekly newsletter. To join the community of subscribers benefiting from his expertise, simply reach out to Connect@ClientsExcel.com.

Through his newsletter, David endeavors to provide actionable insights tailored to fortify your retirement preparations. Beyond the realm of financial planning, his aspiration is for clients to stride confidently into a stable financial future.



Beyond his professional pursuits, David finds joy and fulfillment in his role as a husband to Mallory and father to two young daughters, Amelia and Ansley, alongside their cherished rescue dog, Oscar. Actively engaged in their Spartanburg church community, David also extends his passion for mentorship through involvement with JumpStart, a ministry dedicated to supporting individuals transitioning from incarceration.

Felicia Page, Client Services Associate

Felicia Page, originally from Germany, grew up in the local community and attended District 5 schools where she was an enthusiastic cheerleader. Felicia's family instilled in her great work ethic early, starting her first job as a lifeguard at the Middle Tyger YMCA at the age of 15.

From a young age, Felicia had a passion for animals and aspired to be a veterinarian. She earned her Bachelor of Science in Biology with a focus on pre-veterinary medicine and a minor in Business Administration from USC Upstate.

With over a decade of customer service experience across various industries—including restaurants, automotive, and real estate—Felicia has honed her skills in client relations. As a Realtor for 10 years, she became known for guiding clients through the home-buying journey, ensuring they understood their options at every step.

At Clients Excel, Felicia applies her extensive customer service background to develop strategies that enhance the client experience. Additionally, she plays a key role in expanding the firm's brand presence through innovative social media marketing, helping position Clients Excel as Spartanburg’s premier boutique financial planning firm.

Residing in Inman, Felicia spends her free time exploring the outdoors from the Cottonwood Trail to the Flowering Bridge at Lake lure and even the vibrant urban developments in Spartanburg. She is also a proud mother to a seven-year-old son who participates in soccer with the American Youth Soccer Organization and practices karate at Spartanburg Martial Arts.

Olivia Bonilla, Intern

Olivia Bonilla was born in Florida, but raised in Greer, SC. Olivia’s cultural background is from Colombia, South America where she loves to travel, explore, and see family who reside there. Olivia attended Greer High School where she fell in love with playing volleyball and becoming part of the “Greer Grit” family. From a young age, Olivia has always had a hustler mindset and passion for working with numbers. It all started when Olivia did a Lemonade Stand at the end of her driveway, at eight years old, where she raised enough money to purchase her own TV! As a first generation student, Olivia knows to treasure each coin and dollar she makes. 

With this drive and passion for numbers, Olivia attends USC Upstate where she is a senior double majoring in Accounting and Supply Chain Management. While attending USC Upstate, Olivia loves to be involved in extracurricular activities such as Women’s Volleyball Club, Tri-Alpha Honor Society, and Student Government. Beyond graduation, Olivia plans to graduate CPA eligible where she will hopefully obtain her CPA License in the near future.

During Olivia’s internship with ClientsExcel, she hopes to gain more knowledge in retirement, taxes, and the stock market. Olivia is super excited to be working alongside David and Felicia her senior year!

Bryce Cofer, Intern

Bryce Cofer was born and raised in Illinois, where he lives with his parents and two siblings. From a young age, Bryce has been immersed in the family business, which specializes in roadway striping. Whether working alongside his parents or taking on shop and yard management responsibilities, Bryce developed a strong work ethic and a deep appreciation for business operations early on.

Growing up homeschooled, Bryce had the unique opportunity to begin working and learning simultaneously. His exposure to business practices from childhood helped shape his passion for finance and problem-solving. He’s a self-starter who enjoys seeing tasks through to completion and values the discipline that comes with balancing work, academics, and family responsibilities.

Now a senior in college, Bryce is pursuing a degree in Business Administration with an emphasis in Finance. He is highly motivated and always looking for opportunities to grow both professionally and personally.

During his internship with ClientsExcel, Bryce hopes to gain deeper insight into retirement planning, tax minimization strategies, and the financial markets. He’s excited to work alongside David and Felicia and is eager to contribute to the team this year.