Meet Our  TEAM

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CEO & FOUNDER

Jason Potts

Jason Potts is an advisor and consultant to high net worth families and directs the operations at Lifetime Tax Advisors, Inc.,
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CPA, FIRM DIRECTOR

Nate Roberts

Nate Roberts is an advisor and consultant to businesses and individuals. He oversees the operations of Lifetime Tax Advisors, Inc.  . More About Nate

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ACCOUNTANT

Mandy Schunemann

Mandy offers a wide range of skills and knowledge, both as an accountant and as a notary for the State of Texas.
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SENIOR TAX ASSOCIATE

Griffin Pierpont

Griffin is our new addition to the Lifetime Tax team. He graduated from the University of Texas at Arlington with a double major in Accounting and Finance and is currently studying to receive his CPA licensure.. . . More About Griffin

(972) 771-6707

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Brentley Jackson

CPA, Tax Manager

Brentley Jackson

Brent is an accomplished tax professional with a strong educational background and extensive experience in serving high net-worth individuals
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Marketing

Madelyn Nelson

Madelyn Nelson is the Marketing and Social Media Strategist for all three Lifetime Companies. With a profound passion for marketing and communication…
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(972) 771-6707

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brylie-pate

Dir. of First Impressions

Brylie Pate

Brylie Pate serves as the Director of First Impressions at Lifetime Companies. With over 5 years of experience in customer relations, she possesses the skills required for effective client communication.
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(972) 771-6707

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