Meet Our TEAM
Jason Potts
CEO & Founder
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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Trace Johannesen
COO
Trace Johannesen is Chief Operating Officer at Lifetime Cos. Previously, he was a Senior Enterprise Client Partner at Toptal.
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Nate Roberts
CPA & Firm Partner
Nate Roberts is an advisor and consultant to businesses and individuals. He oversees the operations of Lifetime Tax Advisors, Inc.
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Mandy Schunemann
Accountant & Practice Manager
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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Eddie Aguilar
Staff Accountant
Eddie brings a sharp eye for detail and a proactive approach to bookkeeping and financial management.
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Leslie DeShields, EA
Senior Tax Manager
Leslie has over 15 years of experience in tax and strategic business consulting, Leslie is passionate about helping entrepreneurs achieve their business goals.
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Fernando Ayala, Esq
Tax Manager
Fernando Ayala is a seasoned international tax analyst currently undertaking a managing role in our Tax Division.
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Katie Chury
Business Development Advisor
Katie Chury is a Business Development Advisor, bringing a strong background in legal administration and executive support
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