Spaugh Dameron Tenny
Personalized financial planning, wealth management, and retirement strategies for executives, physicians, dentists, business owners, and successful retirees, offering experienced, fiduciary guidance every step of the way. We believe your financial life deserves more than a one-size-fits-all plan. Our team helps you simplify decisions, protect what matters, and build a future on your terms. Follow us for insights on building lasting wealth – both personally and professionally. Learn more → Mission: Through personal financial planning, we equip clients to make decisions, so they feel secure, free, and successful and we inspire them to a legacy of generosity and stewardship. The SDT Team® Pledge At Spaugh Dameron Tenny, we diligently try to make the process of hiring a financial planner safe, fun, and approachable. Although we can't see every twist and turn, we work hard toward this Pledge. We empower you → You will feel in control of your money, instead of your money controlling you. We give you Guilt-Free Spending™ → You will be able to spend money knowing you have a realistic plan in place for your long-range goals. We want you to feel like our only client → You will never be put on hold or speak with someone who doesn't know your name. We educate with plain language → You will understand your financial plan, including the strategy and why it makes sense just for you. We are accessible → You will be able to get in touch with us every time. Your team is available and ready whenever you need us. Disclosures:
7-day free trial · no credit card
Verified contacts
16
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
2.3K
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- JL
Joannah Long
Director of Marketing · Advertising & Marketing
EmailPhone - SM
Shanda Mahoney Bortner
Director of Investments · Finance & Accounting
EmailPhone - CA
Christina Acker
Insurance Coordinator · Operations
EmailPhone - DB
David Belinkie
Certified Financial Plannertm · Finance & Accounting
EmailPhone - WK
Will Koster
Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone - JD
John Dameron
Partner · General Business & Management
EmailPhone - JB
Jordan Bilodeau
Director of Planning & Strategy Financial Planner · Other
EmailPhone - ST
Shane Tenny
Managing Partner Financial Planner · Finance & Accounting
EmailPhone
Showing 8 of 16 verified contacts
Top roles at Spaugh Dameron Tenny
13 distinct titles indexed · top 10 shown.
- 2practice administrator
- 2research & planning analyst
- 1certified financial planner
- 1certified financial plannertm
- 1certified financial plannertm professional
- 1director of investments
- 1director of marketing
- 1director of marketing and business development
- 1director of planning & strategy financial planner
- 1insurance coordinator
- +3more titles
Sign up to unlock all 16 contacts at Spaugh Dameron Tenny
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