Meet Our TEAM
— 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
(972) 771-6707
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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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— 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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(972) 771-6707
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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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— 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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