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Senior Tax & Insurance Advisors, PLLC

Senior Tax and Insurance Advisors

 was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

Email Address:

Phone: (512) 833-6557

Learn More About Our Team Below!


Philip Donato Capriotti, Sr.

President / CEO, Licensed Fiduciary & Tax Specialist

Gregory Putbrese

TX Regional Manager & Social Security Timing Specialist

Christy Wix

Director of Operations and Client Services

Jimye Ketchens

Financial Records Administrator

Ed Talley

Real Estate Specialist

Terry Hutchens

CPA- Hutchens and Sheppard, LLP

Nathan Sheppard

Accountant – Hutchens and Sheppard, LLP

Jarrod Barton

Certified Financial Planner & Asset Manager

Philip Capriotti, Jr

PA Regional Manager & Social Security Timing Specialist

Susan McCallium

Full-Charge Bookkeeper

Philip Levin

Estate Attorney

Lisa Capriotti, PhD

Licensed Fiduciary & Licensed Investment Advisor Rep

Robert Gouthro

Insurance Specialist – All Lines (Commercial & Personal, Including Home, Auto, & Business Liability)

Phone: TX- (512) 833-6557