Christy Wix

Director of Operations

Christy has over 20 years of financial services and customer service experience.  She brings a wide range of multi-level business experience from financial services administration management, non-profit administration, bookkeeping administration and customer service.    Christy’s expertise provides the level of technology experience needed to elevate our customers’ experiences though marketing, digital automation of processes and much more.

Christy joined the Senior Tax and Insurance Advisors team in January 2018 to return to what she loves most:  one-on-one contact with clients.  She is responsible for monitoring and tracking all the processes in our office ranging from initial client contact, managing contract submittals, and helping our clients with whatever is needed to ensure their retirement transactions are processed efficiently and effectively.

Email Address Christy@ira-master.com

Phone: (512) 833-6557

Learn About Senior Tax & Insurance Advisors, PLLC Team

Philip Donato Capriotti, Sr.

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

Gregory Putbrese

Social Security Timing Specialist

Christy Wix

Director of Operations

Jimye Ketchens

Financial Records Administrator

Ed Talley

Real Estate Specialist

Terry Hutchens

CPA- Hutchens and Sheppard, LLP

Nathan Sheppard

Accountant – Hutchens and Sheppard, LLP

Gerry Hammill

Tax Specialist

Philip Capriotti, Jr

Chief Compliance Officer

Susan McCallium

Full-Charge Bookkeeper

Philip Levin

Estate Attorney

Lisa Capriotti, PhD

Licensed Fiduciary & Licensed Investment Advisor

Phone: TX- (512) 833-6557