Your Financial Health Experts

You need a comprehensive financial plan for your medical career and we’ve got over 50 years of expertise to help you build it.

Our Reputation for Excellence

Our team of financial planners and dedicated concierge team is prepared to help you every step of the way. Spaugh Dameron Tenny helps physicians and dentists in Charlotte, NC, and across the United States with comprehensive financial planning services. For over 50 years, we’ve helped our clients and their families achieve their financial and lifestyle goals.

Our History Serving Doctors

Getting Started In 1957, former Air Force Pilot and company founder Herb Spaugh begins helping physicians with insurance and risk management.

Adding Expertise John Dameron, Herbert Spaugh, and Shane Tenny join forces to offer comprehensive financial planning, with a renewed focus on medical and dental professionals.

Continued Growth The team grows with exceptional support personnel and additional financial planners to serve clients along the East Coast.

National Reach, Global Impact Today we serve clients from coast to coast and support the impoverished globally through our partnerships.

Personalized Financial Services for Doctors and Their Families

We specialize in the unique financial planning needs of medical professionals. Whether you are finishing up your training or entering retirement, our services extend to every stage of your medical career.

Herbert Spaugh, Jr., CLU, CHFC


Read Bio

John Dameron, RICP®, CLTC


Read Bio

Shane Tenny, CFP®

Partner & Podcast Host

Read Bio

Bryce L. Miller, CFP®


Read Bio

David Belinkie, CFP®


Read Bio

Will Koster, CFP®

Associate Financial Planner

Read Bio

Lou Galletto, AIF®

Director of Retirement Plans

Read Bio

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

Retirement Plan Specialist

Andrew Tucker, JD*, CPA*, CFP®, CIMA®, MTWM

Associate Financial Strategist

Read Bio

Support Team

Jessica Hobbs

Insurance Coordinator

Read Bio

Gwen Barr

Executive Assistant

Read Bio

Jordan Bilodeau, CFP®

Director of Financial Planning

Read Bio

Molly Holbert

Director of Marketing

Read Bio

Shanda Mahoney

Investment Relationship Manager

Read Bio

Tina Spellman

Account Consolidation Specialist

Read Bio

Rachel Siler

Research & Planning Analyst

Read Bio

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

Giving Back

As a healthcare professional, you are no stranger to helping those in need. We recognize that selfless dedication and have partnered with Bless Back Worldwide, establishing the Go to Grow Scholarship. We are proud to offer you the opportunity to make a difference in the lives of impoverished citizens in Haiti and Nicaragua.

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. 

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.