Shaun McDuffee AEP, CLU, CHFC, CEPA
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 in 2021 & 2022 (#12) and ranked #5 on Forbes Top Financial Security Professionals Best-In-State 2022 (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.
Shaun lives in Austin, Texas with his wife Kristin and their three daughters.
Shaun McDuffee made the Forbes Top Financial Security Professionals list on 10/19/2021 and was evaluated based on 2020 data as well as the list published 7/28/2022 evaluated based on 2021 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.
Shaun is a registered representative and investment advisor representative of Securian Financial Services Inc
Chris Koppelman CFA
Chris joined the Twin Oak family in 2018. He has 23 years of industry experience and previously worked with RBC Wealth Management as a Senior Research Analyst responsible for mutual fund, separate account, and private equity research and due diligence. He also contributed to the management of the firm’s Mutual Fund, ETF, and Alternative Investment portfolios.
Chris focuses his time on investment research, portfolio design, and building investment strategies with his clients. This is often included as part of a comprehensive plan, helping address short & long-term financial goals. Chris prides himself on making nuanced topics approachable for clients, allowing them to feel confident in their investment strategy and plan.
Chris lives in St. Paul, MN with his wife and three young children. They enjoy outdoor activities, especially going to the lake in the summertime. Chris and his family like to attend sporting events together and in particular college basketball games at the local University. Chris also coaches his kids’ youth sports on the weekends.
Chris is a registered representative and investment advisor representative of Securian Financial Services Inc
Jake has been with the Twin Oak family for over 6 years. His goal is empowering physicians to be proactive about their financial future. He specializes specifically in the risk management realm, helping physicians protect themselves and their families. Jake had the honor of lettering all 4 years as a swimmer at the University of Texas. This drive to succeed has followed him throughout his career. Jake and his wife Lexi reside in Austin with their son, Penn, born in April 2021. He enjoys riding with his growing cycling club he co-founded with friends @breakfastclubatx.
Jacob is a registered representative and investment advisor representative of Securian Financial Services Inc
John Ceo-Martens CLU©
John joined the Twin Oak team in 2016. He quickly learned the importance of having tough conversations surrounding risk management with Physicians and has spent the last 5 years specializing in physician disability and life insurance. A former teammate of Jake at the University of Texas and two-time national champion, John sees the extreme value that can be provided to clients by knowledgeable and relatable specialists. John recently moved to Florida where he enjoys the beach life with his wife Stephanie.
John is a registered representative and investment advisor representative of Securian Financial Services Inc
Marcus proudly works with many physician families building long-term, family-focused relationships. By taking the time to understand each physician’s individual background and current situation, he uses creative problem-solving to construct a custom-tailored financial plan with a personalized and detailed action plan to be reviewed regularly for accountability. His goal is to help physicians see the bigger picture by addressing both their short and long-term goals through coaching, clear communication, and regular updates relevant to both their unique career paths and the financial industry.
He focuses on providing holistic, comprehensive financial planning for the medical community specializing in aspects like wealth accumulation, tax efficient planning, asset protection, and financial education to empower his clients. His ideal client is someone who desires to work together with a financial advisor long-term, has an outlook of hope for the future, commits to learning, and bettering their financial situation.
Outside of work, he is actively involved in his community and is a board member of the Stop Alzheimer’s Now Foundation and the local Lake Travis Mountain Bike Team. He loves being outdoors, mountain biking, canoeing, playing soccer, drumming, and spending time with his family. He and his wife Meagan live in Lakeway, TX with their two children, Camden and Emery.
*Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.
Marcus is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Kyle Flynn CSLP®
Kyle helps early-career physicians with the many financial obstacles they face while entering practice. He empowers his clients through education and financial literacy to make informed decisions that are proactive and align with their personal situation.
Kyle has extensive knowledge of student loan repayment & forgiveness options and has a Certified Student Loan Professional ® designation. This helps physicians get in the optimal debt reduction plan while opening the door for accumulation-focused conversations and goals. Kyle & his team seek to provide their clients with the resources to not only help protect themselves, but also someday exit their profession and comfortably transition into retirement.
Kyle graduated from Johns Hopkins in 2015 and lives near Washington, DC with his wife, Molly, and their dog, Scout. Having played in undergrad, Kyle is an avid fan of football and autumn weather. Road trips, trying new foods, and board games are all favorites.
Kyle is a registered representative and investment advisor representative of Securian Financial Services Inc
Nick Paurus has been on the Twin Oak Advisors team since its inception and in the business of helping physicians secure life insurance for over a decade. As our life insurance specialist, Nick focuses on helping early-career physicians protect their future income and ensure their loved ones are taken care of should they no longer be here.
Nick resides in Minnesota with his wife Tiffany and their dog Polly where he enjoys golfing, traveling, and cheering on various MN sports teams.
Nick is a registered representative and investment advisor representative of Securian Financial Services Inc