About 

Shaun McDuffee began his career in 1989 working with Physicians in training, helping them address debt reduction, basic savings strategies, and risk management/insurance. Shaun has spoken all over the country at countless teaching hospitals and institutions about the importance of beginning financial planning early.

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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).

 

He has been named one of America’s Top 100 Financial Security Professionals and Best-in-State Financial Security Professionals by Forbes every year since the list’s inception (2021). 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.

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