Jason Potts, BA, MBA
CEO / Founder of Lifetime Cos.
BA – Finance, University of North Texas
MBA – Executive Southern Methodist University
Texas Monthly Five Star Wealth Manager Award 2010 – 2015
Rockwall Rotary Club:
- Service Above Self Award
- Rotarian of the Year
Texas State Securities Licenses:
- Series 63
- Series 65
Texas Insurance Licenses:
- Life, Accident, Health, and HMO
- Property and Casualty
Best in Practice
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.
At Lifetime Tax, our advisors build the best strategies by examining your needs and goals from all angles, past, present, and future. With a view of the full picture, we create tax planning strategies that can evolve with you as your needs change.
Our tax advisors know from experience how much vital information can be found by examining the past.
In addition to examining and documenting your past tax history, we carefully evaluate your present financial situation.
As our tax advisors continue to gather and assess your past and present tax situation, we build strategies with an eye on the future.