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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Xiaoping “Josie” Jiang, CPA, CFP®, ChFC®, CLU® Tax Manager
CPA (NC Lic# 41284)

Josie joined LifeTime Tax Management in January 2022 as a tax advisor. She has a wide range of accounting experience but in recent years has focused predominantly on individual and business taxation.  She is dedicated to helping clients achieve financial success with efficient tax saving and planning strategies.

Josie earned her Bachelor of Science degree in Accounting, with the Highest Distinction, from Purdue University. She also holds a Master’s degree in Accounting, with a specialty in taxation, from the University of Georgia.

Professional registrations, licenses and designations:

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • FINRA Series 7 and 63 securities registrations

Community involvement and professional organizations:

  • Diversity & Inclusion Director, Financial Planning Association of the Triangle
  • Regional Advisory Board Member, NC Council of Economic Education
  • Scholarship Review Panelist, CFP® Board
  • Member, Beta Gamma Sigma International Business Honor Society
  • Member, The American Institute of Certified Public Accountants
  • Member, NC Association of Certified Public Accounts
  • Mentor, CFP Board
Back to Team Members

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial advisors of Lifetime Asset Management offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.

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