Shaun McDuffee

Shaun McDuffee is a prominent financial advisor and the Founder, President, and CEO of Twin Oak Advisors, a financial services firm specializing in serving physicians.12 Here are some key details about his background and accomplishments:

Professional Experience

Shaun began his career in the early 1990s, focusing on helping physicians in training with debt reduction, savings strategies, and risk management.1 Over time, his practice evolved to address more complex financial needs of established physicians, including estate planning, wealth transfer, and retirement planning.

Career Highlights::

• Founded Twin Oak Advisors in September 20212
• Has been working as a financial advisor since 1990, with over 34 years of experience2
• Specializes in providing financial advice to physicians, covering areas such as insurance strategies, asset protection, debt management, and estate planning2

Achievements and Recognition

Shaun McDuffee has received significant recognition in the financial services industry:

• Named one of America's Top 100 Financial Security Professionals by Forbes every year since the list's inception in 20211
• Ranked #21 on Forbes' list of America's Top Financial Security Professionals in 202323

Expertise and Credentials

Shaun holds several professional designations that demonstrate his expertise in financial planning and estate management:

• Accredited Estate Planner (AEP)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Certified Exit Planning Advisor (CEPA)1

Publications and Speaking Engagements

Shaun is a published author and frequent speaker:

• Co-authored "The Physician's Guide to Financial Independence" and "The Dentist's Guide to Financial Independence"
• Co-authored "Promises Kept" (2017)
• Has spoken at numerous teaching hospitals and institutions about the importance of early financial planning1

Philanthropy and Community Involvement

Shaun is actively involved in charitable work:

• Founded the McDuffee Family Foundation in 2006, focusing on children's causes
• Established Stop Alzheimer's Now (SAN) in 2013 to raise awareness and fund Alzheimer's research
• Sits on numerous charitable boards1

Personal

Shaun graduated from the University of Wisconsin-Madison in 1990. He currently resides in Austin, Texas, with his wife Kristin and their three daughters.1