Our Practice

David Spellman & Patrick Carrigan

Dave and Patrick help people and companies build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. They are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment insights and real-life solutions to help make financial progress possible.  

Dave and Patrick help people plan for their future, by developing innovative solutions that assists them in planning for the risks of life – by finding the vehicles to manage risk with Individual, Small Group as well as Medicare* Health Plans*, Dental, Disability Income, Long Term Care, Life and other forms of insurance.  

*Offering Medicare and Health Insurance products is an outside endeavor, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.