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.
Lead Investment Advisor

Gregory Putbrese
Social Security Timing Specialist

Christine Wix
Director of Operations

Jenna Esponda
Service Advisor

Parker Capriotti
Property & Casualty Insurance Agent

Gerry Hammill
Director – Tax Department

David Young
Chief Investment Advisor

Darren Leavitt CFA®
Sr. Market Analyst

Ernest C’DeBaca JD, LLM, CFP®
General Counsel
Auxiliary Staff

Jimye Ketchens

Susan McCallium

Lisa Capriotti, PHD
Community Partners

Ed Talley

Chris Carns
Estate Attorney

Chadd Mason

Louis Shaff
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.