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.

Prior to the formation of Lifetime Wealth Management, P.C., Jason worked as a Fi­nancial Advisor and Investment Representative for a private bank as well as a national brokerage firm. His role was asset allocation of his clients’ portfolios, consulting those clients in business matters as well as oversight of all business operations.

Jason has been in the financial services arena for more than fifteen years and has significant entrepreneurial experience. Prior to his tenure in financial services he owned, started, and sold a number of businesses. Jason has personal real estate investment experience including single family homes as well as other commercial investment holdings.

Jason’s Education:

  • B.A.- Finance University of North Texas
  • M.B.A.- Executive Southern Methodist University

Licenses:

  • State Securities Licenses – Texas:
    • Series 63
    • Series 65
  • Texas Insurance Licenses:
    • Life, Accident, Health and HMO
    • Property and Casualty

Honors & Awards:

  • 2010 – 2015 Texas Monthly Five Star Wealth Manager Award
  • Rockwall Rotary Club
    • Service Above Self Award
    • Rotarian of the Year
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.

Greg has decades of personal real estate experience including houses, apartment complexes and other commercial buildings.

Greg’s Education:

  • B.A.- Prairie Creek Bible College

Designations:

  • Certified Financial Planner (CFP®)
  • Enrolled Agent (EA)

Licenses:

  • State Securities Licenses – Texas:
    • Series 63
    • Series 65
  • Texas Insurance Licenses:
    • Life, Accident, Health and HMO
    • Property and Casualty

Honors & Awards:

  • 2015 Texas Monthly Five Star Financial Services Professional Award
  • Rockwall Rotary Club:
    • Service Above Self Award
    • Rotarian of the Year
  • Rockwall County Helping Hands:
    • Chairman’s Award
    • Ethel Moss Award
Nick Holevas
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. He is licensed in the state of Illinois and is in process of obtaining his Texas license.

His background includes management of five-star luxury hotels and residential and commercial properties. He is an instructor and public speaker educating individuals on all aspects of real estate transactions.

He can be reached by sending an email to nick@lifetimeta.com.

Nick’s Education:

  • B.A. – University of Illinois at Urbana-Champaign
  • M.A. – Keller Graduate School of Management
Keith Borg, CPA
Keith Borg, CPA

Keith is an active Real Estate Investor and Tax Strategist. He began his career at Deloitte, a Big Four International Accounting Firm and was the founder of The Borg Firm, PLLC. Keith, along with his partner Jessica, has over a million dollars worth of real estate holdings. They actively invest through rentals, flips, wholesaling, commercial and other alternative methods. Keith is fortunate to combine his passion for real estate with his CPA knowledge by focusing on taxation for Real Estate Investors.

As an investor he has experience and expertise beyond simple tax preparation. Keith genuinely enjoys helping clients by sharing knowledge of taxes, QuickBooks, personal finance, real estate and investment opportunities.

Keith may be reached by sending an email to keith@lifetimeta.com.

Keith’s Education:

  • B.B.A. – Sonoma State University

Designations:

  • Certified Public Accountant (CPA) – California Board of Accountancy
  • Certified Public Accountant (CPA) – Texas State Board of Public Accountancy
  • QuickBooks Advanced Certified Proadvisor
Nate Roberts
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.

Nate began his career at Deloitte, a Big Four International Accounting Firm. He then joined firm providing financial services to families and their businesses prior to joining Lifetime Tax Advisors, Inc. Nate has provided services including tax, merger and acquisition due diligence, contract review, controls review, lease negotiation, outsourced CFO, and family office services.

Nate may be reached by sending an email to nate@lifetimeta.com.

Nate’s Education:

  • B.A. – The University of Texas at Austin
  • MPA – The University of Texas at Austin

Designations:

  • Certified Public Accountant (CPA) – Texas State Board of Public Accountancy
Susan Learned
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.

Like many of our team members, Kari is also an active real estate investor. She is a world traveler and is fluent in four languages. When she is not busy preparing tax returns, she is available for hire as a Spanish and Chinese travel companion translator.

She can be reached by sending an email to kari@lifetimeta.com.

Kari’s Education:

  • M.E. – The University of Texas
Lori Dewey
Lori Dewey

Lori’s professional background includes working as a staff accountant and financial analyst for a major corporation. She is well-versed in accounting regulations and handles many of the accounting functions at Lifetime in addition to her role as a tax practitioner. She is a CPA candidate.

Lori is active in her church and served as a missionary in Central America. She is fluent in Spanish and taught English as a second language in Chile.

She can be reached by sending an email to lori@lifetimeta.com.

Lori’s Education:

  • B.A. – Brigham Young University

Designations:

  • CPA Candidate
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.

Tracy is in charge of the day-to-day activities of Lifetime Tax Advisors, Inc. including new client onboarding, billing, collections, and managing workflow.

She can be reached at tracy@lifetimeta.com or 972-771-6707.


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