Greg Tudor, CFPregistered icon,EA

Greg Tudor

smc email 1 icon   Greg.Tudor@LifetimeTA.com 

smc phone 2 icon   (972) 771-0650

Greg Tudor, CFPregistered icon, EA

Tax Strategist | Financial Advisor

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

 

Lifetime Companies

We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.

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560 E. I-30, Suite 110 Rockwall TX 75087

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LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)

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