Philip Capriotti, Jr

Chief Compliance Officer

Philip earned his insurance licenses in 2008 and is now managing our Senior Tax and Insurance Advisors, PLLC branch office in Media, Pennsylvania. Philip specializes in retirement income planning and is also a certified Social Security timing professional.

Email Address Philip-Jr@ira-master.com

Phone: (610) 813-2884

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