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

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.

Herbert Spaugh, Jr., CLU, CHFC

Partner

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John Dameron, RICP®, CLTC

Partner

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Shane Tenny, CFP®

Partner & Podcast Host

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Christina Acker

Insurance Representative

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Rachel Adams

Research & Planning Analyst

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Gwen Barr

Director of Administrative Services

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David Belinkie, CFP®

Financial Planner

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Jordan Bilodeau, CFP®

Director of Financial Planning

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Neville V. Fearing, AIF®,
CAIA®, CPFA, CFBS

Retirement Plan Specialist

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Anitha Fiest

Investment Client Services

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Lou Galletto, AIF®

Director of Retirement Plans

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Will Koster, CFP®

Financial Planner

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Joannah Long

Director of Marketing

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Shanda Mahoney

Director of Client Service

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Bryce L. Miller, CFP®

Financial Planner

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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:

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.