Meet the People of Spaugh Dameron Tenny
Expertise, Convenience, Relationship
Shane Tenny, CFP®
Partner & Host of the White Coat Wellness Podcast
Even as a young boy, Shane exhibited the temperament that would lead to his eventual career path. Shane was the kind of kid who would meter out his holiday candy for weeks, and study toy catalogs for hours, thinking carefully about how to allocate his savings. Reflecting on a time when he bought a toy that ended up being a giant letdown, Shane says: “As painful as it was at the time, it was a great lesson! First, I learned to do my research; more importantly, I learned to be a good steward of my money.” Shane credits his father with encouraging him to act deliberately, and teaching him at an early age to make decisions that were in line with his values.
Shane, who had originally aspired to be a television news anchor, had an aptitude for strategic thinking that drew him to financial advising instead. What attracts Shane to his work is the opportunity to engage with people, work with clients on developing a vision, and have a positive impact on people’s lives. Shane particularly enjoys teaching complex ideas. He completed additional study and the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional and offer the comprehensive approach to planning he feels serves clients best.
Today, Shane and his partners at Spaugh Dameron Tenny apply their approach to financial planning to the needs of physicians and other professionals in the medical field. Shane, who teaches a series of classes on financial management to physicians, sums up the role that he plays in his clients’ financial lives. “Doctors are extremely time-strapped, and important financial decisions sometimes do not get the consideration they deserve. We do our best work with clients who recognize that they need help, and who want to delegate the stress of managing their finances.” “Money can serve you well, but it can also be a source of major stress – impacting relationships, and your quality of life,” says Shane. “What I love about my work is that it can inspire clients to do more than just spend their money; it can help them feel secure, free, and in control.”
Outside of work, Shane is active in his church, enjoys woodworking, riding horses and playing with any gadget made by Apple. Shane and his wife, Noël, reside in the South Park area of Charlotte with their four young children.
Insights From Shane:
- Launch Your Kids on Their Own Financial Flight
- Saving for College: The Advantage of Using a 529 Plan
- 5 Common Estate Planning Mistakes
- Why Doctors Should Consider a Backdoor Roth IRA
- The Importance of an Estate Plan
- Goal Planning Success for Physicians
- Retirement Planning for the New Physician