About Us
David Spellman, AIF®, CLTC®
Dave provides individual, employee benefits, business insurance and retirement plan services in Freeport, Maine. Since 1982, he has served clientele from Northern Maine throughout New England, and Florida. Dave has his FINRA Series 6, 63 and 65 registrations, as well as his Life and Health Insurance licenses.
He is an active member of NAIFA, the Society of Financial Service Professionals and a member of the Maine Estate Planning Council and holds the Accredited Investment Fiduciary® (AIF®) designation and the Certification for Long Term Care (CLTC®) designation.
A native of Augusta, Maine, and graduate of the University of Maine (Go Black Bears!), over the years Dave has helped with various charities including the Kidney Foundation, the Salvation Army and most recently with his local Knights of Columbus Council 15791. He resides with his wife, in Cumberland Foreside, Maine and they enjoy spending time with their children and grandchildren whenever possible.
*AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.
Patrick Carrigan, CFP®
By employing core work values such as honesty, and reliability, Patrick’s goal is to help his clients work towards reaching their individual definition of financial confidence. He prides himself on a strong sense of empathy and a keen ability to connect with people. Professionally, he’s extremely organized and driven to meet his personal goals and the goals of those that he supports. Patrick offers a range of services to individuals and businesses, including asset allocation, wealth management, and planning for retirement
Patrick graduated from the University of Maryland’s Robert H. Smith School of Business with a degree in Finance and Supply Chain Management. He has his FINRA Series 7 & 66 securities registrations as well as his Life, Accident, Health, & Variable Annuity insurance licenses.
When not working you might find Patrick outdoors fishing, hunting, or tending to his vegetable garden. He also enjoys reading, lifting weights, and playing basketball. He resides in Brunswick, MA with his wife, son, and their two dogs.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.