Joining Spaugh Dameron Tenny in January 2024 as a research and planning analyst, Kyle Potenski, CFP®, is responsible for managing client data and generating detailed financial plans. He shares, "My passion for financial planning and investment management lies in the opportunity to positively impact lives, helping individuals and families achieve financial security and peace of mind."

With his CERTIFIED FINANCIAL PLANNER™ designation, Kyle demonstrates a commitment to ongoing education and specialized training. At SDT, he contributes to the firm's unique identity, delivering white-glove financial planning solutions. Kyle is motivated by building meaningful relationships with clients and guiding them with confidence through their financial journeys. Moreover, he finds fulfillment in the supportive team environment at SDT and making a significant difference in the lives of healthcare professionals.

Beyond finance, Kyle is a sports enthusiast, finding joy in rooting for his beloved Panthers and Hornets. As a graduate of NC State University, he can also be found cheering on the Wolfpack. Additionally, Kyle enjoys travel, cooking, and leisurely walks with his loyal dog, Raleigh.