Peter Shinen, EA, a dedicated tax and business advisor who lives with his family near the vibrant and rapidly growing city of Boise, Idaho. With more than 17 years of hands-on expertise, Peter has empowered businesses—including a standout company featured on the prestigious Inc. 500 list—to navigate complex financial landscapes with confidence and clarity.



He specializes in serving companies with annual revenues under $50 million and HNW individuals, delivering transformative tax strategies, profit optimization solutions, and actionable strategic insights that drive sustainable growth. Peter's broad experience also includes mergers and acquisitions (M&A), expert witness testimony, court accounting, and skilled representation during IRS audits—ensuring clients receive comprehensive, reliable guidance at every stage.

Evan Anderson is a jack-of-all-trades with a storied career that reflects that fact. His career began in restaurant management first in a chaotic, family restaurant and ending in high-end hospitality. After completing his bachelor's degree in communications, he moved into the entertainment industry where he spent several years working at the FOX 9 Television Station, broadcasting across Minnesota. Maintaining several roles including talent coordination, master control operations, and directing.



Life then led Evan to Hollywood where he honed his coordinator skills working as a Stage Manager at the FOX Studio Lot. He supported the production teams of television shows, movies, commercials and music videos in navigating lot services. Evan worked to provide the best service a production could ask for, maintaining the ideal that service and cooperation is the prime strategy to create an excellent final product.



Evan has now joined VFO Services working with Tax Samaritan and is thrilled to bring his commitment to excellent service to his role as Proactive Facilitator. He believes that focusing on people first is a key to successful partnerships in a field primed for cooperation. Evan, his wife, and his dog reside in Salt Lake City, Utah where they thoroughly enjoy getting out into nature in their free time!

Tracy Miller began her career after attending San Diego State University, where she received her Bachelor's Degree in Kinesiology. She later received her Masters in Health and Wellness Psychology from the University of the Rockies.



She has worked within several settings in the health and wellness space, notably an Integrated Physical Medicine office, where she managed and oversaw the day-to-day operations of the office and helped to open a second office from the ground up. This integrated approach (Medical doctors, chiropractors, physical therapists, exercise specialists, and massage therapists) compliments what Elite Resource Team has built: a collaborative one-stop shop. In this industry, financial advisors, accountants, and the Virtual Family Office work together to investigate personal needs/problems and to provide a solution full of value to the client.



Tracy has taken her past experiences and evolved into her position as the VFO Liaison. All the roles she has held have been client/people-forward, and she has helped to guide, diffuse situations, and investigate to problem-solve, which she continues to excel in at Elite.



She currently lives in Pasadena, CA. Outside of work, Tracy is a Yoga teacher (loves to teach and take classes), avid baker and cook, and enjoys a good book.



Tracy’s focus within the Elite Member Support Team is facilitating the collaborative relationships between the members and the VFO Experts and overseeing the Elite VFO Expert Community.

With over 20 years of experience, Jeff specializes in working closely with clients to build a Financial Road Map, so they Live Life on Purpose. To accomplish this goal, he leverages a Virtual Family Office of National experts in order to discover what is really important to his clients and then builds monitors, and updates a comprehensive financial plan tailored to the needs of each family he works with .



Jeff is dedicated to helping clients attain financial security for their families and businesses. He understands the future can’t be predicted, so he helps his clients prepare for best and worst-case scenarios, while creating lasting, long-term relationships based on trust.



Jeff has been awarded the National Quality Award by NAIFA®, the National Association of Insurance and Financial Advisors, numerous times and is a qualifying member of MDRT - The Premier Association of Financial Professionals®.



Additionally, Jeff is a registered Investment Advisor Representative, and is life, variable, and accident and health licensed. He has the following industry designations:



•ChFC® (Chartered Financial Consultant)

•CLU® (Chartered Life Underwriter)

•RICP® (Retirement Income Certified Professional)

•CASL® (Chartered Advisor for Senior Living)

•CLTC (Certified Long-Term Care)

•Medicare Planning Certified



In his free time, Jeff and his wife Jodi enjoy all things outdoors, including hiking, biking, and golfing. They are passionate about international travel and ethnic food.



Advisory services via Lifeworks Advisors LLC are separate and distinct from services offered via Peak Vision Consulting LLC and clients are provided a separate service and fee. Lifeworks Advisors and Peak Vision Consulting LLC are unaffiliated, separate legal entities and not under common control or management.