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 helps physicians and dentists 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.

Herbert Spaugh, Jr., CLU, CHFC

Partner - Retired

Read Bio

John Dameron, RICP®, CLTC

Partner

Read Bio

Shane Tenny, CFP®

Partner & Podcast Host

Read Bio

Christina Acker

Insurance Coordinator

Read Bio

Rachel Adams

Research & Planning Analyst

Read Bio

Gwen Barr

Practice Administrator

Read Bio

David Belinkie, CFP®

Financial Planner

Read Bio

Alex Belsches

Research & Planning Analyst

Read Bio

Jordan Bilodeau, CFP®

Director of Financial Planning

Read Bio

Will Koster, CFP®

Financial Planner

Read Bio

Joannah Long

Director of Marketing

Read Bio

Shanda Mahoney Bortner

Director of Client Service

Read Bio

Bryce L. Miller, CFP®

Financial Planner

Read Bio

Megan Robinson, FPQP®

Investment Coordinator

Read Bio

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

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.