Greg Tudor has helped clients with tax savings strategies since 1983 and has been licensed in the financial services industry since 1986. Greg provides a holistic approach to portfolio management for his clients with his investment knowledge and his understanding of tax law.
Prior to joining Lifetime Wealth Management, P.C., Greg worked for a private banking group providing trust and investment advisory services. He has also been a principal in three CPA firms and affiliated with national and local financial planning and investment advisory firms.
Greg has served in various capacities on numerous non-profit boards. Locally he served as President of the Rockwall Rotary Club and as Chairman of Rockwall County Helping Hands Board of Directors.
He is an Enrolled Agent (EA) and Licensed to Practice Before the Internal Revenue Service.
B.A. – Prairie Creek Bible College
Texas State Securities Licenses – Series 63 & Series 65
Texas Insurance Licenses – Life, Accident, Health & HMO / Property & Casualty