From a team perspective, and a personal perspective, one of our goals is to allow our clients, in the medical community, to be able to focus on medicine and not have to worry about all their financial situations.
SHANE TENNY, CFP® (Partner): Personality of the Spaugh Dameron Tenny crew is the perfect blend of lions and golden retrievers, all rolled up into one office.
GUY 2: If I mess up, can we go back or ...
GUY 2: Awesome
GUY 3: What kind of other facts did people put in there?
GUY 4: Wait, is that a question?
GUY 4: I'll answer it. A rhinoceros.
SHANE TENNY: We specialize in holistic, comprehensive planning. We think about clients' lives from A to Z.
DAVID BELINKIE, CFP®: From a team perspective, and a personal perspective, one of our goals is to allow our clients in the medical community to be able to focus on medicine and not have to worry about all their financial situations.
JOHN DAMERON, CLTC: The language that we speak resonates with them because we know things that either they're going through or they're going to go through and it helps to put them at ease.
WILL KOSTER: We're doing what we say in being a holistic financial planning firm. Our job is to help relieve their concern that they don't have a plan in place. My personal story of losing my father as a teenager motivates me to do what I do every day and take care of my clients as if they were my family.
BRYCE L. MILLER, CFP®: I want people to feel safe. To a degree, the culture is very family-oriented. It's a great team to be a part of and I think a lot of it carries over to what clients experience and feel as well.
DAVID BELINKIE: When we have the success stories, that's what allows me to come back to work every day and go get about it and be happy.
SHANE TENNY: One of the mantras we have is trying to make every client feel like our only client. It just creates a sense of relief.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.→ Check the background of your financial professional on FINRA'S Broker check