Meet our team of financial planners and financial support staff who are 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.
With Shane Tenny, CFP® & Will Koster
We believe in an Investment Philosophy made up of diversification, historical performance, corporate governance, and simplicity. In this video David Belinkie, CFP® and Jordan Bilodeau, CFP® at Spaugh Dameron Tenny will explain our Investment Philosophy.
Our team shares their knowledge on investing strategies to help you meet your financial goals.