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

Partner

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John Dameron, RICP®, CLTC

Partner

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Shane Tenny, CFP®

Partner & Podcast Host

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Bryce L. Miller, CFP®

Advisor

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David Belinkie, CFP®

Advisor

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Will Koster, CFP®

Associate Financial Planner

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Lou Galletto, AIF®

Director of Retirement Plans

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

Retirement Plan Specialist

Support Team

Debbie Payne

Insurance Coordinator

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Gwen Barr

Executive Assistant

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Jordan Bilodeau, CFP®

Research and Planning Analyst

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Joy Costa

Assistant to Herbert Spaugh

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Molly Holbert

Director of Marketing

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Shanda Mahoney

Director of Investments

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Tina Spellman

Account Consolidation Specialist

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Mary Archille-Crank

Administrative Assistant

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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.