Greg Tudor, EA
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
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.
560 E. I-30, Suite 110 Rockwall TX 75087
Lifetime Tax Advisors
LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.