Shaun McDuffee, AEP, CLU, ChFC®, CEPA
Senior Vice President, Founder and President of Twin Oaks Advisors
Twin Oak Advisors was founded on the idea that it takes more than one person to adequately serve all the financial planning needs of a physician. Shaun’s team consists of many credentialed specialists each focusing on an area of expertise, including Insurance and Financial Planning with a focus on Student Loan Repayment Strategies. This is designed to help clients address both current and future needs, and provide a customized plan for each physician and their family.
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, 2018).
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 spoken to numerous universities and teaching hospitals across the country on these topics and more.
He has received the National Quality Award (NQA) for Client Service every year since 1997, and he was only the third person to receive the prestigious Samuel R. Weems Award, presented in recognition of his many contributions to the industry.
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 in.
Since 1998, Shaun has consistently been recognized as one of North Star’s top Financial Advisors finishing in the top five nationwide. He has been recognized as North Star’s top advisor nationally every year from 2003-2018. In addition, he was recognized as a three-time Securian Diamond Advisor of the Year and five-time Securian Gold Advisor of the Year.4
In 2021, Shaun was named #7 on a list of the country’s Top 250 Financial Security Professionals from Forbes and SHOOK Research. This achievement ranks him among the distinguished security professionals SHOOK and Forbes evaluated and listed who are helping their clients in times when wealth preservation and protection matter most.
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).
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 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
Stop Alzheimer’s Now
In 2013, Shaun founded an organization called Stop Alzheimer’s Now. There is currently 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.
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.
Shaun is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 2666175/DOFU 8-2019
*Shaun McDuffee made the Forbes Top Financial Security Professionals list on 10/19/2021 and was evaluated based on 2020 data. The listing is prepared by SHOOK™ Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Financial professionals do not pay a fee or compensation to be considered for the listing.