Our Qualifications
DAVID SPELLMAN
Dave provides individual, employee benefits, business insurance and retirement plan services in Westbrook, Maine. Since 1982, he has served clientele from Northern Maine throughout New England, to Southern Florida. Dave has his FINRA Series 6, 63 and 65 registrations, as well as his Life and Health licenses.
Dave has successfully completed the course work to be awarded with the AIF® (Accredited Investment Fiduciary®), as well as the CLTC® (Certification for Long Term Care) designations.
Dave is a 28-year member of the Million Dollar Round Table, with 14 Court of the Table and 3 Top of the Table qualifications. He has served on several MDRT Committees. He is an active member of NAIFA and a member of the Maine Estate Planning Council.
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, Paula, in Cumberland Foreside, Maine and they have two grown children.
Qualifying and Life Member, Million Dollar Round Table
Past-President, National Association of Insurance & Financial Advisors - Maine
Served, Blue Cross Blue Shield of Maine Agent's Advisory Council
Million Dollar Round Table (MDRT) - 2024
annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Qualification should not be perceived as a recommendation or an endorsement of services. An individual becomes a Qualifying Life (QL) member when approved for the 10 year membership.
Use these appropriate disclosure and following link to MDRT: https://www.mdrt.org/join/member-requirements/
PATRICK CARRIGAN
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 freedom. 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 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, child, and their two dogs.