Shon Peil | Total Advisor Program Coach
Shon Peil is a retirement specialist at Peil Advisory Group and Total Advisor. He has 13 years' experience in the insurance and annuity industry and holds state insurance licenses in Washington, Idaho, Oregon and Montana.
Shon spent the first several years of his career educating other retirement specialists around the country, while helping clients optimize their investments and Social Security benefits to provide retirement income. After his three precious children were born, Shon decided it was time to remain closer to home in the Northwest. Now, as the president and owner of Peil Advisory Group, he is doing what he professionally loves the most: building relationships and providing his clients with financial security.
Mark Courtney | Tax and Social Security Expert
Mark started Senior Tax Solutions, to work with insurance and financial professionals, and their pre-retired or retired clients nationwide. Mark provides tax consulting and support services to help identify possible areas on client tax returns where overall tax liability can be reduced or managed more effectively.
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