Shaun McDuffee, AEP, CLU, CHFC, CEPA

Founder, CEO, and President

shaun.mcduffee@twinoakadvisors.com

Chris Koppelman, CFA

Director of Wealth Management

(512) 610-4050

Jacob Ritter

Senior Partner, Financial Advisor, Insurance Specialist

(512) 610-4050

jacob.ritter@twinoakadvisors.com

John Ceo-Martens

Senior Partner, Insurance Specialist

(512) 610-4050

john.martens@twinoakadvisors.com

Marcus Stone

Senior Financial Planner

(512) 610-4060

marcus.stone@twinoakadvisors.com

Gabe Tranel

Financial Advisor

512.328.5253

gabe.tranel@twinoakadvisors.com

Kyle Flynn, CSLP®

Financial Advisor

(512) 610-4050

kyle.flynn@twinoakadvisors.com

Nick Paurus

Life Insurance Specialist & Financial Professional

(512) 610-4050

nick.paurus@twinoakadvisors.com

Sam Ryan

Insurance Specialist

512.610.4056

sam.ryan@twinoakadvisors.com

Jenna Turton

Assistant Director

jenna.turton@northstarfinancial.com

Katie Hamilton

Marketing Director

(512) 610-4050

katie.hamilton@twinoakadvisors.com

Mallory Ramos

Insurance Specialist

512.610.4050

mallory.ramos@twinoakadvisors.com

Gitta Albares

Client Services Specialist

(512) 610-4050

Kaitlin Fear

Client Service Specialist

(512) 610-4050