ADVANTA INSURANCE PARTNERS

Dana Parr and Ryan Perez

Address: 1121 Judson Rd, #142 Longview, TX 75601

Phone: 903-230-7601
Toll Free: 800-611-4400

ADVANTA INSURANCE PARTNERS

Ryan Perez & Dana Parr

Address: 1121 Judson Rd, #142 Longview, TX 75601

Phone: 903-230-7601
Toll Free: 800-611-4400

ROSS & SHOALMIRE

Chris Parker & Kristen Ishihara

Office: 1125 Judson Rd, #100, Longview, TX 75601

ROSS & SHOALMIRE

Kristen Ishihara and Chris Parker

Office: 1125 Judson Rd, #100, Longview, TX 75601

Staci understands True Wealth means being able to share your life with your loved ones. She offers Integrity and Respect and approaches each individual clients’ needs from a compassionate, honest and Godly perspective.

For the past 18 years Staci has worked in Longview, TX assisting pre-retirees and retirees meet future Retirement challenges by helping them establish an understanding of their personal goals and desires while “putting the pieces together” for their own unique plan.

She specializes in Social Security, Texas Teacher’s Retirement, Pensions, 401(k), 403(b) and many other Retirement plans. Staci is an expert at developing strategic plans to reach a lasting lifetime legacy for you and your family. She offers strategies to bridge the “income gap” which helps her clients reach their desired Retirement goals while maintaining an equal standard of living.​

Email Address: staci@integrityfinancialtx.com
Phone: (903) 759-3335

Tax Department Managing Director

Coming Soon

Email Address: gerry@ira-master.com
Phone: (610) 813-2884

Tax Specialist

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: dalila@ira-master.com
Phone: (512) 833-6557

Intern

Parker is attending college and is interning at Senior Tax Advisors so that he can learn the business from his Father and brother.  Parker’s primary goal is to become the Property and Casualty Specialist within the next 6 months.

Email Address: parker@ira-master.com
Phone: (512) 833-6557

Licensed Fiduciary & Licensed Investment Advisor Representative

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: lisa.capriotti@gmail.com
Phone: (512) 833-6557

Full-Charge Bookkeeper

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: susan@mybookkeepertx.com (www.MyBookKepper.com)
Phone: (512) 833-6557

Financial Records Administrator

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: jimye@ira-master.com
Phone: (512) 833-6557

Receptionist

Coming Soon

Email Address: christy@ira-master.com
Phone: (512) 833-6557

Director of Operations

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: christy@ira-master.com
Phone: (512) 833-6557

Social Security Timing Specialist

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: gregory@ira-master.com
Phone: (512) 833-6557

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