Gregory Putbrese

Social Security Timing Specialist

Gregory first began working in the financial services industry in 1982. He has been with Senior Tax and Insurance Advisors, PLLC since 2005. Gregory spends most of his days meeting with clients and helping them to understand (based on their individual wants and needs) at what age they should request receipt of Social Security benefits so as to maximize their Social Security retirement income.

Gregory’s mission is to make certain all of the clients with whom he meets continue to receive the personalized financial services and support they are seeking from STA.

Email Address

Phone: (512) 833-6557

Learn More About Our Team Below!

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