Shaun began his career in the early 1990s 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 by Forbes & SHOOK Research every year since the list's inception (2021-2025). 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 toward a cure.
Shaun lives in Austin, Texas with his wife Kristin and their three daughters.
Forbes America’s Top Financial Security Professionals, developed by SHOOK Research is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. 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. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Shaun is a registered representative and investment advisor representative of Cetera Wealth Services, LLC.