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 a graduate of the College for Financial Planning earning the Certified Financial Planner Practitioner (CFP®) designation. 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