Meet Our Team
Jason Potts is an advisor and consultant to high net worth families and directs the operations of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc.
Nate Roberts, CPA
Nate Roberts is an advisor and consultant to businesses and individuals. He oversees the operations of Lifetime Tax Advisors, Inc. He is licensed as a Certified Public Accountant in the State of Texas and is a member of the American Institute of Certified Public Accountants.
Tracy is the Practice Manager at Lifetime Tax Advisors. She comes to Lifetime with 20+ years as an administrative professional. She spent the last 7 years in the finance industry as an office administrator and client relations specialist.
Greg Tudor, CFP®, EA
Greg has helped clients with tax saving strategies since 1983 and has been licensed in the financial services industry since 1986. He has been a principal in three CPA firms and worked for a private banking group providing Trust services, financial planning and investment advisory services.
Kari is a seasoned tax practitioner and is involved in the preparation and electronic filing of tax returns. She is often the first and last person you communicate with during the tax return preparation process. Her energy is contagious and clients love talking to her.