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After speaking with my clients over the years, I soon discovered that there had to be better way to protect their retirement savings from market fluctuations.
In 2008 I saw the devastation in many individuals portfolios and as a result I felt that there had to be a way to allow my own clients to take advantage of market gains while keeping protected from market downturns. I found that there was a product that was implemented in 1995 that allows for tax deferral, safety, with protection of principal, thus we partnered with different companies to offer as many different options to suit each individual’s needs with the resources to explore all possible scenarios. That is why I love what I do, despite the traditional rhetoric.
I soon realized that my clients were looking for answers and they needed honest advice with none of the “financial” language. I look forward to the opportunity to assist you and yours in helping you find a solid platform for a happy and prosperous retirement.
Jeshua has been married for 16 years to his beautiful wife Sarah who has been teaching at Monroe Central Schools Corp. for over 10 years. They have a son, a daughter and a dog named Bella. Jeshua and his family love to take little trips and enjoy working and being outside. Family is very important to Jeshua and he loves hosting cook outs and having family and friends over.
Jeshua MorganGraduate of Ball State UniversityIndiana Health/Life Insurance/Medicare Producer License DesignationsSenior Benefits Licensing designations for Medicare Products
Email Address: JM@AssetConsultingLLC.comPhone: (765) 749-0082
Email Address: email@example.comPhone: (610) 813-2884
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: firstname.lastname@example.orgPhone: (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”.
Email Address: email@example.comPhone: (512) 833-6557
www.hutchensandsheppard.com400 West Main, St 101Round Rock, Texas 78664512.217.4204 Mobile888.686.6552 Fax
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: firstname.lastname@example.org
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: email@example.comPhone: (512) 833-6557
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: firstname.lastname@example.orgPhone: (512) 833-6557
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: email@example.comPhone: (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: firstname.lastname@example.org (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: email@example.comPhone: (512) 833-6557
Email Address: firstname.lastname@example.orgPhone: (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.
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: 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
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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