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: Christy@ira-master.com

Phone: (512) 833-6557

Learn More About Our Team Below!

 

Philip Donato Capriotti, Sr.

Owner, CEO, Licensed Fiduciary & Ed Slott Master Elite IRA Advisor

Philip Capriotti, Jr

Chief Compliance Officer

Gregory Putbrese

Social Security Timing Specialist

Christy Wix

Director of Operations

Gerry Hammill

Tax Specialist

Jimye Ketchens

Financial Records Administrator

Susan McCallium

Full-Charge Bookkeeper

Lisa Capriotti, PhD

Licensed Fiduciary & Licensed Investment Advisor

Ed Talley

Real Estate Specialist

Terry Hutchens

CPA- Hutchens and Sheppard, LLP

Nathan Sheppard

Accountant – Hutchens and Sheppard, LLP

Philip Levin

Estate Attorney

Phone: TX- (512) 833-6557