Lisa Capriotti, PhD

Licensed Fiduciary & Licensed Investment Advisor Representative

Lisa Capriotti graduated from Gettysburg College in 2002 and went on to earn a Ph.D. in Chemistry from the University of Delaware. After that, Lisa completed a prestigious post-doctoral fellowship at John Hopkins University in biomedical engineering.

She then served six years in the US Navy where she became a lieutenant. Currently, Dr. Capriotti teaches chemistry part time at The Citidel: The Military College of South Carolina. She also works as an insurance specialist for Senior Tax and Insurance Advisors. Lisa has earned both her Series 7 and her Series 66 licenses and is qualified as a fully-licensed investment advisor.

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