
ABOUT US
OUR TEAM

Paul Schurr
President, Annuity and Retirement Services
Paul began his financial services career in 1987 as a mortgage loan officer for GMAC Mortgage. He specialized in offering creative mortgage solutions to new home buyers with VA, FHA, conventional and non-conforming financing. Paul started Performance Mortgage Corporation in 1997 to provide a broader range of mortgage funding solutions for existing, new, and experienced homeowners. In 2006 Paul partnered with Annuity and Retirement Services to focus on annuities, structured retirement solutions, wealth transfer, and long-term care options. As a licensed insurance agent and President of Annuity and Retirement Services Paul specializes in evaluating and structuring common sense retirement solutions, wealth accumulation, and legacy planning for clients nationwide.

Linda Schurr
Sr. VP Annuity and Retirement Services
Linda began her annuity career in 1999 offering clients annuity products that provided steady growth potential while also ensuring safety of principal. With over 25 years of experience as an annuity contract reviewer she has taken a deep dive into the functionality and features of annuity policies offered by the insurance companies nationwide. She is a strong believer in policy reviews as a service to help her clients understand their policies. As a licensed insurance agent Linda has helped thousands of clients across the country gain a clear understanding of how their annuities work, what benefits and features are included, how and when to access special features, the impact of surrender charges, proper beneficiary structure, and other critical information associated with annuities. Linda’s ability to easily identify client needs, coupled with her extensive annuity knowledge has earned her the trust of thousands of clients and their families. Linda is the former host of the financial radio show Money Confidence and has served as a national annuity trainer offering her expertise to thousands of experienced agents helping them better assist their own clients. With a focus on safety of principal, lifetime income, and proper annuity structure Linda believes that annuities can offer the sense of security and peace-of-mind needed to navigate a volatile marketplace.

Janet Petri
Insurance, Tax Specialist, Annuity and Retirement Services
Janet began her financial services career in 1984 as an insurance agent with Columbia First bank in Reston Virginia. She began as a local agent servicing bank customers in the Insurance Department. In 1985 she was promoted to the director of the annuity department responsible for overseeing 33 bank branches and 66 insurance agents. As the director of the annuity department Janet was responsible for licensing and training bank employees to offer annuity products.
In 1992 Janet start her own insurance agency and expanded her business to offer annuities, long-term care, life settlement analysis services, and will and trust services. She since has added tax plan savings services for local small businesses. Janet brings 40 years of financial services experience to her personal clients in the local Maryland, DC, and Virginia area.