Shaun McDuffee, AEP, CLU, CHFC, CEPA

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 towards 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 #7 on a list of the country’s Top 250 Financial Security Professionals from Forbes and SHOOK Research. This achievement lists 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 University of Kansas and 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. 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

4499555/DOFU 03-2022