Meet Our Team


Jason Potts

Jason Potts

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, 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 Karr-Cupp

Tracy Karr-Cupp

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.


Kevin Jenkins - Accountant

Kevin Jenkins, BS, MBA, MST, E.A.

Kevin comes to Lifetime Tax Associates from Southern California and brings 31 years of tax and accounting experience. He has also been involved in real estate since acquiring his
first property in 2002.


Nick Holevas - Accountant

Nick Holevas, CPA

Nick is a passionate tax professional, real estate investor, and entrepreneur. His expertise includes implementing tax strategies for multifamily and single family real estate investors, realtors and property management companies.


Kari Li

Kari Li

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.


Greg Tudor

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.



Lifetime Companies

Wealth
Management


HELPING YOU CREATE AND DEFINE YOUR LEGACY

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Tax
Advisors


MAKING APRIL 15th JUST ANOTHER DAY ON THE CALENDAR

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Insurance
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PROTECTING YOUR ASSETS AND INSURING YOUR LEGACY

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