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 began his career in the early 1990’s working with Physicians in training, helping them address debt reduction, basic savings strategies, and risk management/insurance. As his clients’ lives evolved, so did his practice. He now helps Physicians begin to address Estate Planning and Distribution Planning as they get closer to the “Retirement Red Zone.” Once he has made sure his client’s Retirement Plan is addressed, he shifts the discussion toward wealth transfer, Estate Planning, and philanthropic aspirations.
Shaun has spoken all over the country at countless teaching hospitals and institutions about the importance of beginning financial planning early.
Shaun was named on a list of the country’s Top Financial Security Professionals from Forbes and SHOOK Research every year since its inception (#21), and ranked #4 on Forbes Top Financial Security Professionals Best-In-State (Texas). 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. 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. Shaun also has been awarded the Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) from the American College.
Community involvement has always been a priority for Shaun and his family. He sits on numerous Charitable Boards and founded the McDuffee Family Foundation in 2006 to focus on children’s causes. Additionally, he founded Stop Alzheimer’s Now (SAN) in 2013 with the goal of raising awareness and funding for Alzheimer’s Research. Of note, SAN has been able to endow a research chair at Temple University’s Alzheimer Center as well as fund research projects at the University of Kansas and the University of Florida to further Alzheimer’s research towards a cure.
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.
Shaun McDuffee made the Forbes Top Financial Security Professionals list on 7/26/2023 and was evaluated based on 2022 data. The award is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to carrying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a few in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #OB95872.