INSURANCE SPECIALIST / PARA PLANNER

All Lines (Commercial & Personal, Including Home, Auto, & Business Liability)

Jesus attended the University of Phoenix. Before moving into the financial industry, he was working in the food industry for 14 years. This career encompassed managing a Fortune 500 restaurant for 14 years. Jesus has a strong passion for working with individuals with a specialization of pre-retirees and retirees focusing on risk planning through various insurance programs (i.e. Medicare, ACA Affordable Care Act , Short Term Medical, ect.)

In 2014, Jesus passed his insurance exam and now works with Freedom Advisor Group. Jesus is licensed to do business in the states of Texas and Illinois. He has been married for 13 years with Kate and has 4 children, Brandon (9), Jesse(5), Jacob (2), and Emma (1 month). He enjoys different cuisines, is a craft beer connoisseur, enjoys the outdoors, and spending time with his children.

Email Address: jesus@freedomadvisorgroup.com
Phone: (630) 809-5535

FINANCIAL ADVISOR

Bob first began working in the financial services industry in 1962. Bob is a senior advisor and partner at Freedom Advisor Group.

Some of Bob’s wonderful accomplishments in our financial services industry are that he worked and helped build the largest agency in the USA for Mutual Of New York. This spanned a 40 year career in which he qualified for the insurance industry’s highest award-the Million dollar round Table 40 years in a row. He is a retired Chartered Life Underwriter (CLU) & a Certified Financial Planner (CFP). He was the Equity supervisor over 13 Midwestern States. In 1993 He was named Regional Vice President of sales for the Northeast United States and all of Europe. Bob was the first Certified Financial planner (CFP) for Mutual of New York in 1990. He retired from the halls of Wall Street and returned to his roots here in the Midwest I’m proud to have him as my partner

He has been with Freedom Advisor Group since 2018.

Bob 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.

Bob’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.

Email Address: bob@freedomadvisorgroup.com
Phone: (630) 742-5535

DIRECTOR OF PLANNING & CLIENT RELATIONS

Juanita was born and raised in Aurora, IL and is responsible for the overall client experience.  Graduated from the international Academy of Design  & Technology in Chicago.  Juanita Joined the team in 2018 and brings 20 years of experience in client relationships. She is responsible for monitoring and tracking all the processes in our office ranging from initial client contact, client communication and planning of client events to data analysis and business event planning practices.  

When she is not at work, Juanita enjoys spending time with Ernesto and their three children, Madeline, Maxamilliano, and Scarlett.

Email Address: info@freedomadvisorgroup.com
Phone: (630) 622-4168

PRESIDENT / CEO, LICENSED FUDICIARY OF FREEDOM ADVISOR GROUP

Ernesto Pacheco was born and raised in Aurora, IL  where he graduated from Northern Illinois University with a BS in Marketing. He started his professional career in the financial services industry at Bank One now known as Chase Bank. Ernesto has done financial advisement at Allstate Financial and managed and owned a Farmers Insurance & Financial Services Agency. In 2016 Ernesto went completely independent and formed Freedom Advisor Group where he works with pre retirees and retirees in retirement financial planning. 

  Ernesto Pacheco is a fiduciary registered investment adviser Freedom Advisor Group’s philosophy has been one of risk management. The cornerstone to Freedom Advisor Group’s success is the vigilant recognition that losses can hurt you more than gains can help you. 

Ernesto specializes in helping those that desire safe stable returns that deliver solid growth but want to see their principle protected with as little risk as possible. 

Ernesto enjoys the challenge of finding customized solutions to all of your financial needs. Whether you’re looking to increase the returns of your portfolio while decreasing the risks of investing, decrease your tax burden, or just get your financial affairs into order. Ernesto and  Freedom Advisor Group are uniquely positioned to help you accomplish all of your financial goals.

Email Address: info@freedomadvisorgroup.com
Phone: (630) 622-4168

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

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.