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Liz Vega joined our team in March 2021 as our new front office administrator. She has 20+ years in corporate administration and customer service. She also has 10+ years in accounting and the service industry. While raising a big family, she gained more education in Legal Administration, Humanities, and Business Strategies while in the process she achieved a position in the National Honor Society. In her free time, she enjoys helping in the community and different ministries in her church. She loves vacations and holidays with family and friends. Most of all she loves to make a difference in all aspects of her life and others.
Email Address: firstname.lastname@example.orgPhone: (512) 833-6557
Financial Advisor, Retirement Income Planner, Ed Slott Master Elite IRA Advisor, Public Accountant & Social Security Maximization Specialist
Philip Donato Capriotti, Sr., President and CEO of Senior Tax and Insurance Advisors founded his company in 2005 from the desire to help his clients who were approaching retirement. Phil wanted to assist his clients in structuring a comprehensive, realistic Retirement Income Plan, based on distribution planning, rather than on traditional “Nest Egg” or accumulation planning. As an Ed Slott Master Elite IRA Advisor, Phil educates his clients, so they can make solid, risk-free retirement planning decisions.
One of the most important priorities of retirees today is a Retirement Income Distribution Plan. In order to accomplish this goal, we must first start with Social Security benefits. Unfortunately, many advisors simply overlook this important variable.
To better understand Social Security, we must look at all the strategies that are available to the individual or the couple. There are a total of nine different strategies. Our firm begins by running each client a personalized Social Security Maximization Report, utilizing our sophisticated software which is second-to-none in the industry. Next, we review the report and the client’s claiming options. Then we structure any pensions our clients own and review all spousal benefit options. We also explain how RMD’s (Required Minimum Distributions) must be taken from their IRA, 401K, 403B, and all qualified plans. We structure an RMD Distribution Report and take care to caution our clients regarding the 50% penalty if they miss an RMD distribution for each and every year missed. Finally, we create a Retirement Income Planning Report for our clients. This report structures all sources of income, taxes, and inflation along with the individual client’s retirement income goals in an understandable and easy-to-read format.
We are proud to be able to guide our clients through their retirement years, helping them to achieve their retirement income goals, and thereby allowing them to RETIRE WITH CONFIDENCE!
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Gregory first began working in the financial services industry in 1982. He has been with Senior Tax and Insurance Advisors, PLLC since 2005. Gregory spends most of his days meeting with clients and helping them to understand (based on their individual wants and needs) at what age they should request receipt of Social Security benefits so as to maximize their Social Security retirement income.
Gregory’s mission is to make certain all of the clients with whom he meets continue to receive the personalized financial services and support they are seeking from STA.
Email Address: firstname.lastname@example.orgPhone: (512) 833-6557
Email Address: email@example.comPhone: (610) 813-2884
Jenna joined our team May 5, 2021 after graduating from St. Edwards University with a BBA in Finance Degree. In the near future she will be sitting for her FIRNA Series 65 exam and will become a Service Advisor. Jenna served four years in the Marine Corps. She and her Husband Eduardo have three dogs and enjoy getting outside as much as possible.
Email Address: firstname.lastname@example.orgPhone: (512) 833-6557
Parker is the Property and Casualty Insurance Agent at Donato Wealth Management. He is learning the business from his father and brother from the ground up. If you need a quote for your Home, Auto, Boat or Umbrella policy, please give Parker a call!
Email Address: email@example.comPhone: (512) 833-6557
Christy has over 20 years of financial services and customer service experience. She brings a wide range of multi-level business experience from financial services administration management, non-profit administration, bookkeeping administration and customer service. Christy’s expertise provides the level of technology experience needed to elevate our customers’ experiences though marketing, digital automation of processes and much more.
Christy joined the Senior Tax and Insurance Advisors team in January 2018 to return to what she loves most: one-on-one contact with clients. She is responsible for monitoring and tracking all the processes in our office ranging from initial client contact, managing contract submittals, and helping our clients with whatever is needed to ensure their retirement transactions are processed efficiently and effectively.
Email Address: firstname.lastname@example.orgPhone: (512) 833-6557
Dalila moved to Texas in January 2020. Dalila joined our team this past tax season and helped Gerry complete 50% more tax returns than the previous year. Dalila Graduated from Indiana University South Bend in 2016 with a Business Degree. In the 5 years since her graduation Dalila has honed her skills and brings to our team her professional attitude and remarkable administrative knowledge.
Email Address: email@example.comPhone: (512) 833-6557
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: firstname.lastname@example.orgPhone: (610) 813-2884
Ed Talley is a certified Senior Real Estate Specialist with over 13 years of real estate experience. He is currently the owner of Talley Real Estate, a real estate broker, and a certified residential specialist.
Email Address: email@example.comPhone: (512) 833-6557
Nathan Sheppard has over 15 years of tax and financial accounting experience. He specializes in financial reporting, analysis, and accounting software implementation. For the past six years, Terry and Nathan have partnered to operate the firm, Hutchens & Sheppard, LLP. Nathan and Terry function as defacto CFOs for small businesses, individuals and families.
They guide all clients in the financial decisions that impact their state, federal and sales taxes, along with ongoing expenses and revenue generation. Their approach establishes the client’s financial net worth at first meeting and then creates a plan to sustain and enhance the client’s financial status. Terry says Hutchens & Sheppard, LLP is, “the foundation that controls the risk and reward factors for their clients”.
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Phone: (512) 833-6557
400 West Main, St 101
Round Rock, Texas 78664
Terry Hutchens is a CPA and native Austinite. He spent his first 10 years with two Big Four accounting firms in Houston, Texas. Terry then returned to Austin and has practiced accounting and financial consulting for the past 20 years in Central Texas. For the past six years, Terry and Nathan have partnered to operate the firm, Hutchens & Sheppard, LLP. Nathan and Terry function as defacto CFOs for small businesses, individuals and families.
Email Address: email@example.com
www.hutchensandsheppard.com400 West Main, St 101Round Rock, Texas 78664512.217.4204 Mobile888.686.6552 Fax
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: firstname.lastname@example.orgPhone: (512) 833-6557
Susan has over 23 years experience as a full-charge bookkeeper in both the private sector and public accounting firms. She provides bookkeeping and payroll services to clients in various industries, which include healthcare/physicians, manufacturing, wholesale/retail, non-profits, law firms, restaurants, and entertainment. Susan’s accounting software knowledge includes QuickBooks, Peachtree, Business Works, Dynamics, Macola Accounting & Distribution, and PCLaw.
Email Address: email@example.com (www.MyBookKepper.com)Phone: (512) 833-6557
Jimye is our company’s Financial Records Administrator. She recently retired after successfully completing 24 years of teaching (in Leander ISD and Albuquerque Public Schools). Prior to her teaching career, Jimye was employed as a Tax Auditor for the Internal Revenue Service.
Her formal education credentials include a MA in Educational Administration and a BS in Elementary Education (both earned at The University of New Mexico).
Email Address: firstname.lastname@example.orgPhone: (512) 833-6557
Chadd graduated from the University of Arkansas with a B.A. in Psychology and went on to earn a Juris Doctor degree from the University of Denver. In 2013, he graduated Summa Cum Laude with a Master of Laws degree in Financial Services and Wealth Management from Thomas Jefferson School of Law.
Lou earned a B.S. degree in Business Administration from George Washington University in 1989. He studied law at the University of Denver earning a Juris Doctor degree in 1993 and a Masters of Laws (LLM) in Taxation in 1994. Mr. Shaff is originally from Roseland, New Jersey, however, he has resided in Plano, Texas for the past 25 years with his wife Jennifer and two sons.
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