Jason Potts is an advisor and consultant to high net worth families and directs the operations of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc. Prior to the formation of Lifetime Wealth Management, P.C., Jason worked as a Fi­nancial Advisor and Investment Representative for a private bank as well as a national brokerage firm. His role was asset allocation of his clients’ portfolios, consulting those clients in business matters as well as oversight of all business operations. Jason has been in the financial services arena for more than fifteen years and has significant entrepreneurial experience. Prior to his tenure in financial servic