MEET THE TEAM
AEP, CLU, ChFC, CEPA
Founder, CEO and President of Twin Oak Insurance
Shaun has spent the past three decades serving the medical community. For the first 25 years of his career, he provided comprehensive advice in the areas of risk management, wealth management and planning services. In 2016, he shifted his focus almost exclusively to risk management for physicians. His belief was that risk management was being neglected by many advisors and there were less true insurance specialists serving physicians.
Shaun formed Twin Oak Insurance in order to provide personalized insurance solutions for the Medical communities across the country. Twin Oak’s mission is to make sure that every Physician's family is adequately protected. He is a firm believer that the foundation of any financial strategy is making sure that your family is protected, no matter what.
Shaun has been very involved in his communities. He sits on numerous Charitable Boards, and Founded the McDuffee Family Foundation in 2016, and Stop Alzheimer's Now in 2013 - with the goal of raising awareness and funding for Alzheimer's Research.
Shaun and his wife Kristin, along with daughters Sophie, Ingrid, and Annabel reside in Austin, TX.