INVESTMENT ADVISOR REPRESENTATIVE

George has over 20 years in the insurance and retirement plans arena. He is an Investment Advisor Representative with Boynton Financial LLC, a Registered Investment Advisor firm. George specializes in retirement planning, long term care, pension and asset management.

George served in the U.S. Air Force and was Honorably discharged. He has been active in various organizations on a local and national level.

George makes his home in San Antonio, Texas and covers that area for Boynton Financial LLC.

Email Address: george@boyntonfinancial.net
Phone: (830) 955-8244
Cell: (210) 602-3891

INVESTMENT ADVISOR REPRESENTATIVE

Frank Boynton attended Rollins College in Winter Park Florida. Frank played the PGA Tour for 12 years. Upon leaving the tour, he entered the financial services industry in Cleveland, Ohio. After a brief return to golf he joined Dean Witter in Dallas, Texas and has just finished 33 continuous years as a portfolio manager. He is President and CEO of Boynton Financial LLC.

Email Address: frank@boyntonfinancial.net
Phone: (830) 955-8244
Cell: (830) 370-1377

PRINCIPLE OF INSURANCE DIVISION

Ben served in the U.S. Navy as a Hospital Corpsman for nearly 8 years.  After being honorably discharged, from the military, he began his career as a financial professional.  Ben has over 15 years of experience and specializes in Life Insurance, Annuities, Long Term Care, Disability, Estate and Tax Planning.

Ben serves as the Principal of the insurance division of Boynton Financial, LLC. and makes his home in San Antonio, TX.

Email Address: ben@boyntonfinancial.net
Cell: (443) 231-8188
Fax: (772) 365-2478

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

Accountant – Hutchens and Sheppard, LLP

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”.

Email Address: nathan@hutchensandsheppard.com
Phone: (512) 833-6557

www.hutchensandsheppard.com
400 West Main, St 101
Round Rock, Texas 78664
512.217.4204 Mobile
888.686.6552 Fax

CPA- Hutchens and Sheppard, LLP

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.

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”.

Email Address: terry@hutchensandsheppard.com

www.hutchensandsheppard.com
400 West Main, St 101
Round Rock, Texas 78664
512.217.4204 Mobile
888.686.6552 Fax

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

Real Estate Specialist

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: ed@talleyrealestate.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

Attorney

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.

Attorney

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.