About

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 has been named one of America’s Top 100 Financial Security Professionals and Best-in-State Financial Security Professionals by Forbes every year since the list’s inception (2021). 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).

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. 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.

Services

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

Community impact

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.

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