800.352.5837

Shaun McDuffee
Shaun McDuffee, AEP, CLU, ChFC®, CEPA
Senior Vice President, Senior Partner
Areas of Focus
  • Risk Management
  • Investments
  • Asset Protection
  • Liability Protection
  • Debt Management
  • Estates
  • Wealth Management


Phone: 512.610.4050
Location
Austin, TX »
300 Beardsley Lane
Suite A104
Austin, TX 78746

Fax: 512.610.4051

Print

"Advising Physicians and Their Families Since 1990."

Shaun McDuffee 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 country. (GAMA, 2013).

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 working with physicians in the areas of:

  • Insurance and Investment Strategies
  • Asset Protection Strategies*
  • Liability Protection*
  • Debt Management
  • Estate Planning Basics*
  • Wealth Transfer
  • Practice Exit Strategies*
  • Practice Benefits Management

Shaun 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®. He has qualified for MDRT membership every year since 1999 and has been a member of MDRT's prestigious "Top of the Table," comprised of five percent of MDRT's overall membership, from 2005 to the present. 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.

Since 1998, Shaun has consistently been recognized as one of North Star's top Financial Advisors finishing in the Top 5 nationwide. He has been recognized as North Star's Top Advisor nationally every year since 2003. In addition, he was recognized as a two-time Securian Diamond Advisor of the Year and seven-time Securian Gold Advisor of the Year.4

Shaun is a published co-author of The Physician's Guide to Financial Independence and The Dentist's Guide to Financial Independence, as well as a co-author to numerous revisions to these titles with thousands in circulation. He is additionally a published co-author of Promises Kept (2017).

Stop Alzheimer's Now

In 2013 Shaun founded an organization called Stop Alzheimer’s Now. There is no cure for Alzheimer’s and finding one is very personal to him and his family.

Stop Alzheimer’s Now (SAN) is a non-profit organization dedicated to eradicating Alzheimer’s Disease. SAN is run by people dedicated to this cause who generously donate their time, so 100% of donations go to research and awareness initiatives. 

Shaun and SAN are committed to increasing Alzheimer’s and Dementia awareness. SAN's mission is to raise private funding for Alzheimer’s research with the goal of eradicating the disease. The organization strives to serve as a resource for those suffering from this disease and provide an opportunity for the masses to share “their story” of how Alzheimer’s has affected their loved ones.

Learn more about SAN and keep up to date with the cause by visiting their website, Facebook page or LinkedIn page.

Personal:

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.

 

Shaun is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1522081 / 06-2016

Shaun’s Support Team


Chris  Koppelman, CFA, CAIAName: Chris Koppelman, CFA, CAIA
Title: Director, Wealth Management & Planning
Phone: 612.617.6163
Fax: 612.256.3163

Nick PaurusName: Nick Paurus
Title: Disability Income & Client Services Specialist
Phone: 612.617.6032
Fax: 612.256.3032

Rebecca ShoopName: Rebecca Shoop
Title: Administrative Assistant
Phone: 512.610.4052
Fax: 512.610.4051

Ashley KozlenkoName: Ashley Kozlenko
Title: Administrative Assistant
Phone: 612.617.6144
Fax: 612.256.3144

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Austin

300 Beardsley Lane
Suite A104
Austin, TX 78746

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.

4 Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.