Financial worries keeping you up at night?

We have specialists for that. We are confident that we will provide the guidance you need and deserve for any major financial question you face as a physician. Just like you have your patients' backs, we have yours.

 

Shaun McDuffee AEP, CLU, CHFC, CEPA

Founder, CEO, and President of Twin Oak Advisors

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

4961044/DOFU 09-2022

Chris Koppelman CFA

Director of Wealth Management

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

Jacob Ritter

Financial Advisor, Insurance Specialist

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©

Financial Advisor, Insurance Specialist

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 fiancé Stephanie.

John is a registered representative and investment advisor representative of Securian Financial Services Inc

Kyle Flynn CSLP®

Financial Advisor specializing in Student Loan Strategies

Kyle has been advising young physicians since 2015 with a concentration in loan repayment. Kyle has seen first-hand how physicians can feel handicapped by their loan burden, preventing them from making other correct financial decisions. He strives to be a confident and trustworthy resource for our clients when discussing something a bit more uncomfortable such as debt.
 
Kyle lives in Arlington, VA with his fiancé Molly and Instafamous puppy Scout (@goldendooodscout). He graduated from Johns Hopkins University in 2015 with a degree in Natural Sciences and pre-medicine concentration. 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

Life Insurance Specialist

Jennifer Wallace

Client Services Specialist

Gitta Albares

Client Services Specialist

Kayla Smit

Client Services Specialist

Kaitlin Fear

Client Services Specialist

Sam Ryan

Regional Services Coordinator

Brianna Lontkowski

Regional Services Coordinator

Gabe Tranel

Regional Services Coordinator

Lance Benick

Regional Services Coordinator