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
Christine Wix
Director of Operations
Dalila Allen
Administrative Assistant
TBA
Parker Capriotti
Property and Casualty Insurance Agent
Gerry Hammill
Auxiliary Staff
Jimye Ketchens
Susan McCallium
Lisa Capriotti, PHD
Community Partners
Ed Talley
Terry Hutchens
Nathan Sheppard
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.
