Bartelles Financial Coaching

My name is David Spellman, I am the Director of Spellman Capital Strategies. I believe and follow a committed and benevolent interest in others. I currently hold all the appropriate licenses to help clients with financial planning in their personal lives as well as their business endeavors. Licensed as a fiduciary, I am responsible for the advice I give my clients and that advice is always in the Best Interest of my clients.My goal is to help every person who meets with me to save taxes, protect assets, and build wealth.

Money Concepts International is a financial services firm dedicated to providing valuable support and resources to financial professionals, tax professionals, and financial institutions. With over 20 years of experience, the company prides itself on creating sustainable practices that empower advisors to thrive while feeling valued and respected. The firm positions itself as a strategic partner, offering tailored solutions that facilitate growth opportunities and successful transitions. By focusing on building strong relationships and providing comprehensive guidance, Money Concepts International aims to help its clients achieve their financial objectives while maintaining a fulfilling professional life. Generated from the website

My name is David Spellman, I am the Director of Spellman Capital Strategies. I believe and follow a committed and benevolent interest in others. I currently hold all the appropriate licenses to help clients with financial planning in their personal lives as well as their business endeavors. Licensed as a fiduciary, I am responsible for the advice I give my clients and that advice is always in the Best Interest of my clients. My goal is to help every person who meets with me to save taxes, protect assets, and build wealth.