Your Financial Health Experts

You need a comprehensive financial plan for your medical or dental 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.

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.

Core Values


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


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


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.

Herbert Spaugh, Jr., CLU, CHFC


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John Dameron, RICP®, CLTC


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Shane Tenny, CFP®

Partner & Podcast Host

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Bryce L. Miller, CFP®

Financial Planner

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David Belinkie, CFP®

Financial Planner

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Will Koster, CFP®

Financial Planner

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

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

Rachel Adams

Research & Planning Analyst

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Christina Acker

Insurance Representative

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Gwen Barr

Director of Administrative Services

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Jordan Bilodeau, CFP®

Director of Financial Planning

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Anitha Fiest

Investment Client Services

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Joannah Long

Director of Marketing

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Shanda Mahoney

Director of Client Service

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Erica L. Williams

Insurance Representative

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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.