A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Senior Tax & Insurance Advisors, PLLC, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Senior Tax & Insurance Advisors, PLLC
(512) 833-6557

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Meet the professionals who can help you

Pursue Your Goals

 

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind Senior Tax & Insurance Advisors, PLLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

ADVISORS & RETIREMENT CONSULTANTS

Philip Capriotti, Sr.

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

Philip Capriotti, Jr.

Chief Compliance Officer

Gregory Putbrese

Social Security Timing Specialist

Christine Wix

Director of Operations

Jenna Esponda

Advisor Assistant

Liz Vega

Receptionist

Parker Capriotti

Property & Casualty Insurance Agent

Gerry Hammill

Tax Specialist

David Young

Chief Investment Advisor

Darren Leavitt CFA®

Sr. Market Analyst

Ernest C’DeBaca JD, LLM, CFP®

General Counsel

Auxiliary Staff

Jimye Ketchens

Financial Records Administrator

Susan McCallium

Bookkeeper

Lisa Capriotti, PHD

Fiduciary

Community Partners

Ed Talley

Real Estate Specialist

Terry Hutchens

CPA

Nathan Sheppard

Accountant

Chadd Mason

Attorney

Louis Shaff

Attorney

Most people when they leave their financial advisor feel confused about what’s happening with their money.

We at Donato Wealth Management are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.

Our Promise to You

Our Process

We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.

Our Mission

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

Our Philosophy

At Senior Tax & Insurance Advisors, PLLC, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.