Our Team

Providing independent insurance solutions since 1990

Meet Our Professionals

Shaun McDuffee, AEP, CLU, ChFC, CEPA
Founder, CEO, President
 
 Advising professionals and their families since 1990
Shaun McDuffee is a Senior Vice President at North Star Resource Group, based in Minneapolis, Minnesota, and is one of seven officers responsible for shaping the company’s direction. With the help of Shaun’s leadership, North Star has become one of the largest independent financial services firms in the country.
 
In 2017, Shaun founded Twin Oaks Insurance Services to focus on what he believes is the most important element of any financial plan: risk management ¾ specifically, life insurance and disability insurance.
 
Shaun is one of the original founders of North Star’s Medical Division. He has specialized in assisting physicians and their families since 1990. His guidance has been critical in helping thousands of physicians overcome the financial challenges unique to their career.
 
Shaun also works with physicians in these important areas of financial planning:
 
-  Investment strategies
-  Asset protection strategies
-  Liability protection
-  Debt management
-  Estate planning
-  Wealth transfer
-  Practice exit strategies
-  Practice benefits management
 
He has spoken to numerous universities and teaching hospitals across the country on these topics and more.
 
Shaun has been distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. He has qualified for MDRT membership every year since 1999. Since 2005, he has been a member of MDRT’s prestigious Top of the Table, comprised of the top 5 percent of MDRT’s overall membership.
 
He has received the National Quality Award (NQA) for Client Service every year since 1997. He is only the third person to receive the prestigious Samual R. Weems Award, presented in recognition of his many contributions to the industry and to the International Million Dollar Round Table. He also serves on the board of the North Star Charitable Foundation. He and his wife, Kristin, founded the McDuffee Family Foundation in 2006 to aid children’s causes in Austin, where they live.
 
Since 1998, Shaun has consistently been recognized as one of North Star’s top Financial Advisors, finishing in the top five nationwide. He has been recognized as North Star’s Top Advisor nationally every year since 2003. In addition, he was recognized as a two-time Securian Diamond Advisor of the Year and seven-time Securian Gold Advisor of the Year.
 
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 and the designation of Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute of Chicago.
 
He and his wife, Kristin, live in Austin, Texas, with their three daughters: Sophie, Ingrid and Annabel.
 
Shaun is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1522081 / 06-2016.