Hattie Warren joined the Spaugh Dameron Tenny team as a Research & Planning Analyst in August 2024. She works in collaboration with our financial advisors to understand clients' financial situations and craft strategies to help them achieve their goals.
Her interest in financial planning was driven by the need to navigate her own family's financial future, particularly as her husband, now an emergency medicine physician, faced the challenges of medical school debt and a promising career. This personal journey motivated Hattie to pursue a career in finance to better assist others in similar situations. She is currently working on obtaining the CERTIFIED FINANCIAL PLANNINGTM designation.
Hattie's ability to connect with clients on a personal level and her appreciation for SDT's commitment "to do the right thing" make her a standout team member. She values working at a firm where clients receive personalized attention, particularly within SDT's niche focus on the medical and dental industries.
Outside of work, Hattie enjoys exploring breweries, traveling, and visiting jazz clubs with her husband and their twin boys. A Cape Cod native, she loves returning to the beach each summer and spending time at her in-laws' beach house on Hilton Head Island.
.svg){kind=small}