Shane Tenny, CFP®

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 SouthPark 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