Meet Your Financial Health Experts

Our team of financial planners and dedicated concierge team is prepared to help you every step of the way.

Our Reputation for Excellence

Spaugh Dameron Tenny specializes in comprehensive financial planning for physicians and dentists across the United States. For over 65 years, we've helped our clients and their families work to achieve their financial and lifestyle goals.

No matter where you are in your career, we are here to help you develop a holistic financial plan to meet your unique needs and goals.

The Prosperous Doc® Pledge

At Spaugh Dameron Tenny, we diligently try to make the process of hiring a financial planner safe, fun, and approachable. Although we can't see every twist and turn, we work hard toward this Pledge. >WATCH OUR TEAM'S PLEDGE

We empower you → You will feel in control of your money, instead of your money controlling you.

We give you Guilt-Free Spending™ → You will be able to spend money knowing you have a realistic plan in place for your long-range goals.

We want you to feel like our only client → You will never be put on hold or speak with someone who doesn't know your name.

We educate with plain language → You will understand your financial plan, including the strategy and why it makes sense just for you.

We are accessible → You will be able to get in touch with us every time. Your team is available and ready whenever you need us.

Meet the SDT Team

Rachel Adams

Research & Planning Analyst

Read Bio

Gwen Barr

Practice Administrator

Read Bio

David Belinkie, CFP®


Read Bio

Jordan Bilodeau, CFP®, CEPA

Director of Financial Planning

Read Bio

Shanda Mahoney Bortner

Director of Client Service

Read Bio

John Dameron, RICP®, CLTC


Read Bio

Neville V. Fearing, AIF®, CAIA®, CPFA, CFBS

Retirement Plan Specialist

Read Bio

Lou Galletto, AIF®

Director of Retirement Plans

Read Bio

Will Koster, CFP®

Financial Planner

Read Bio

Joannah Long

Director of Marketing

Read Bio

Bryce L. Miller, CFP®


Read Bio

Kyle Potenski, CFP®

Research & Planning Analyst

Read Bio

Megan Robinson, FPQP™

Investment Coordinator

Read Bio

Shane Tenny, CFP®

Partner & Podcast Host

Read Bio

Christina Washington, FPQP™

Insurance Coordinator

Read Bio

Herbert Spaugh, Jr.

Founding Partner - In Memoriam


Our  Mission at  Spaugh Dameron Tenny

Through personal financial planning, we equip clients to make decisions so they feel secure, free, and successful and we inspire them to a legacy of generosity and stewardship.

Our Core Values


Our clients receive comprehensive advice because we coordinate input from internal and external specialists.


We commit to placing our client's interest above our own and providing guidance that is honest, forthright, and transparent.


We care for our clients and have conviction that our work positively impacts their lives.


Clients hire us to be a leader in their financial success and to be pleasantly persistent in helping them accomplish what needs to be done.


We provide outstanding products and service that focuses on delivering an exceptional experience for our clients.

Personalized Service

Each of our clients is unique, and so is the advice we provide. We don't do cookie-cutter.

Our Investment Philosophy

At Spaugh Dameron Tenny, we take our role of helping our clients grow and protect their wealth seriously. We’ve detailed our investment philosophy, including information around diversification, historical performance, fees, corporate governance, and simplicity.

Check out our Investment Philosophy to learn more about our approach.

Careers at SDT

Now meeting incredible people! We are always looking to meet talented professionals in finance, focused on serving clients first. While we do not currently have any positions open, you are welcome to reach out to us with your information for any future roles. 

We serve doctors representing hundreds of
medical & dental practices and healthcare systems including:

Let’s Talk

There’s no time like the present to start planning your financial future.

Schedule your complimentary 15-minute discovery call with an SDT Advisor by completing this short form.