P. Shaun McDuffee, AEP, CEPA
View Shaun's Online Video
Senior Vice President, Senior Partner
Past President, North Star Medical Division
Phone: Austin (512) 610-4050; Dallas (214) 599-8340
Toll Free: (866) 209-0289
Fax: Austin (612) 256-3162; Dallas (214) 599-8343
E-mail: shaun.mcduffee@northstarfinancial.com
"Advising Physicians and Their Families Since 1990."
Shaun McDuffee, AEP, CEPA is a Senior Vice President at North Star Resource Group, based in Minneapolis, Minnesota and is one of seven officers responsible for shaping the company’s direction. With the help of Shaun’s leadership, North Star has become one of the largest independent financial services firms in the world.
Shaun is one of the original founders of North Star’s Medical Division. He has specialized in assisting physicians and their families since 1990 and his guidance has been critical in helping thousands of physicians overcome the financial challenges unique to their career. Shaun has been recognized by Medical Economics as one of the "Country’s Top Financial Advisors for Physicians."
Shaun has been working with physicians in the areas of:
- Insurance and Investment Strategies
- Asset Protection
- Liability Protection
- Debt Management
- Estate Planning
- Wealth Transfer
- Practice Exit Planning Strategies
- Practice Benefits Management.
Shaun is one of the most sought after speakers in the country and has spoken to numerous universities and teaching hospitals across the country on these topics and more.
Shaun has been distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which recognizes the top 5-7%
of financial advisors worldwide, as one of the industry's leading advisors. He is a member of the MDRT's prestigious “Top of the Table,” comprised of the top half
of one percent of all financial advisors worldwide. Shaun was a featured Main Platform speaker at the 2005 International GAMA Conference and also at this year’s MDRT
International Conference, where he spoke on the importance of mentoring.
He has received the National Quality Award (NQA) for Client Service every year since 1997 and most recently he was only the third person to receive the prestigious
Samual R. Weems Award, presented in recognition of his many contributions to the industry and to the International Million Dollar Round Table. Shaun currently serves on
three international committees for MDRT and GAMA and continues to give back to the industry by speaking worldwide on the importance of mentoring. He also serves on the
board of the North Star Charitable Foundation. He and his wife Kristin founded the McDuffee Family Foundation in 2006 to aid
children’s causes in the communities they have lived.
Shaun has consistently been recognized as one of North Star’s top Financial Advisors finishing in the Top 5 nationwide since 1998. He was recognized
as North Star’s Top Advisor nationally every year since 2003. In addition, he was recognized as Securian's Diamond Advisor nationally in 2006 and 2009.
He was recognized as Securian’s Gold Advisor of the year in 2004, 2005, 2007, and 2010.
Shaun is a 1990 graduate of the University of Wisconsin-Madison. He has been awarded the designation of Accredited Estate Planner (AEP) from the National Association of
Estate Planning Counselors. He has been awarded the designation of Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute of Chicago.
He and his wife Kristin live in Austin, Texas with their three daughters, Sophie, Ingrid, and Annabel.
North Star Consultants of Texas
Austin Office:
300 Beardsley Lane, Suite A104
Austin, Texas 78746
Phone: 512-610-4050
Fax: 51210-4051
Toll Free: 866-209-0289
Dallas Office: Park Place on Turtle Creek
2911 Turtle Creek, Suite 300
Dallas, TX 75219
Phone: 214-599-8340
Fax: 214-599-8343
San Antonio Office: Colonnade Center
Wurzbach & I10
9901 IH-10 West, Suite 800
San Antonio, TX 78230
Houston Office: Phoenix Tower
3200 Southwest Freeway
Suite 3300
Houston, Texas 77027
North Star Consultants, Inc.
Insurance Products & Services
CRI Securities, LLC
Securities & Investments
Securian Financial Services, Inc.
Variable Products & Securities
Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC.
CRI Securities, LLC is affiliated with North Star Consultants, Inc., North Star Consultants Texas, Inc. and Securian Financial Services, Inc. Securian Financial
Services, Inc. operates under separate ownership from North Star Consultants, Inc. and North Star Consultants Texas, Inc. North Star Consultants Texas, Inc.,
doing business as North Star Consultants of Texas in the state of Texas.
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