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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PRACTICE MANAGER

Tracy Karr-Cupp

Tracy joined Lifetime in 2018 as the Practice Manager. She has 30+ years as an administrative professional.
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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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TAX MANAGER

Greg Tudor

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 . . . More About Greg

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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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Director of First Impressions

Madelyn Nelson

Madelyn Nelson is the Director of First Impressions 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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