(972) 771-0650
Sydney is pivotal as the Executive Assistant and the trusted right hand to our CEO, Jason Potts, within the Lifetime Family of Companies. Her journey to this position is enriched by a global upbringing that saw her traversing international landscapes during her formative years. Armed with a degree from the esteemed University of St. Thomas, Sydney graces the operations team of the Lifetime family of companies with a distinctive perspective molded by her diverse international experience.
Beyond her professional prowess, Sydney embodies a multifaceted persona. She is an ardent lover of the outdoors, competitive sports, and her family.
Sydney’s presence is a testament to the ethos of the Lifetime Family, where diverse backgrounds and passions converge to create a harmonious and dynamic workforce. Her insight, garnered from an upbringing spanning different cultures, bolsters the team’s ability to innovate and adapt. With her unique blend of skills, Sydney contributes to the collective pursuit of excellence that defines the Lifetime Client Experience.
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.
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.
