Who We Are

Jason Potts

Jason Potts

President / CEO


Jason A. Potts currently works as a financial 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. Jason is responsible for the day to day management of his employees and his clients’ portfolios as well as running a solid business platform for all three entities.

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 very 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. His skill set is efficient in the areas of portfolio management, relationship management, investment management, personnel management and above all financial management and consulting.

His love of life is a result of his faith, his family, his friends, his clients and baseball.

Jason’s education:
B.A. Finance University of North Texas
M.B.A. – Executive Southern Methodist University


Greg Tudor

Greg Tudor

Tax Strategist / Financial Advisor


Greg has helped clients with tax saving strategies since 1983. He has been a principal in three CPA firms and worked for a private banking group providing tax, financial planning and investment advisory services. He is a graduate of the College for Financial Planning earning the Certified Financial Planner Practitioner (CFP®) designation, and the Institute of Certified Tax Coaches earning the Certified Tax Coach (CTC) designation. He is an Enrolled Agent (EA) and Licensed to Practice Before the Internal Revenue Service.


Maryann Hall

Maryann Hall

Financial Advisor


Maryann Hall began her career in the banking industry working with a prominent Dallas bank in their officer training program before moving to its bank holding company, working with acquisitions and financial planning.  She subsequently worked as a financial planner/forecaster for a major Dallas oil company.  After spending 10 years as a business owner, Maryann worked as a Financial Advisor for a private bank as well as a national brokerage firm.  Prior to joining Lifetime Wealth Management, Maryann owned a financial advisory firm for five years.   She brings these entrepreneurial experiences and broad planning skills to her current position. Maryann is a graduate of Southern Methodist University with a BA in Finance.



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
Services


PROTECTING YOUR ASSETS AND INSURING YOUR LEGACY

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