From a team perspective, and a personal perspective, one of our goals is to allow our clients, in the healthcare community, to be able to focus on taking care of their patients and not have to worry about all their financial situations.
Transcript:
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.
[Team banter]
INTERVIEWER: Absolutely.
INTERVIEWER: Yes.
[Laughter]
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.
{Team Banter}
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.
[Music]
The team at Spaugh Dameron Tenny works to present timely educational content that benefits doctors and their unique financial situations.
