Our Team Levi McMellian, CPA, AIF®CEO, Executive Director and Founding Partner 214.637.9501 email@example.comLevi is fueled by his optimism, entrepreneurial spirit and incredible enthusiasm. As CEO and managing director of CFO4Life, he oversees vital business operations and pursues new business growth. However, his primary focus remains on building personal client relationships. With a passion for listening and learning about his clients' most important goals and dreams, Levi seeks to offer thorough and impartial individualized advice.In addition to being a Certified Public Accountant and Accredited Investment Fiduciary®, Levi has a bachelors degree in business and accounting from Oklahoma State University. He was also appointed as a panel member of TD Ameritrades Advisory Board. As a founding partner, Levis determination has developed CFO4LIFE from a start-up to an established and respected Texas Investment Advisory Firm. He was instrumental in sculpting its vision and the revolutionary concept of a comprehensive, team-oriented financial planning firm. Levi also pioneered the concept of financial wellness benefits for executives in large corporations and comprehensive advisory solutions for retirement plans.Levi resides in Argyle, Texas with his wife and four children. He is very active in his community, coaches multiple youth sports teams, and is an avid golfer. Curing Kids Cancer, a nonprofit dedicated to finding cures to childhood cancers, is dear to his heart and he serves on its board of directors. Together, they host an annual charity golf tournament to raise money for Curing Kids Cancer. Brian Chastain, CFP®, MBACIO and Founding Partner 214.637.9502 firstname.lastname@example.orgAs CIO, COO and Founding Partner at CFO4Life, Brian leads the firms investment committee, helping develop their long-term vision, policy and strategy. With over 20 years of experience in the financial services industry, Brian has focused his career on helping clients identify and build their dreams through sound financial wealth management. As a teacher, Brian empowers his clients to make well-informed decisions so they can live the life theyve imagined.A CERTIFIED FINANCIAL PLANNER™ practitioner, Brian's extensive knowledge and experience in the Financial Planning Industry has been essential to the longevity of CFO4Life. In addition to creating personal investment strategies for his clients, Brian is also actively engaged with the construction of individual plans, estate considerations and the tax implications for each strategy. By consistently providing judicious, effective and objective advice, he has earned the confidence, trust and respect of the firm.Brian currently resides in Coppell, Texas, with his wife, Julie. They have five children and three grandchildren. Outside of the office, Brian enjoys spending time with his family and traveling to areas of historical significance. Rusty Boaz, CPA, CFP®Principal, Tax Planning Director and Partner 214.637.9504 email@example.comWith over 25 years of financial experience in multinational Fortune 500 companies, Rusty understands what drives corporate executives. As Partner and Tax Planning Director at CFO4Life, Rusty specializes in helping executives get off the "corporate treadmill". Having worked with companies spread across 60 different countries, Rusty has broad experience and expertise in acquisitions, divestitures, joint ventures, foreign exchange and valuations.Rusty's career began in the Big 4 public accounting field, laying the foundation for his role as Tax Planning Director at CFO4Life. A former VP Treasurer, VP Tax and segment CFO for two public companies (including a $4 billion manufacturer), Rusty understands what it takes to navigate corporate complexities and help owners grow the value of their business. In addition to his Certified Financial Planner™ designation, Rusty earned his B.B.A. in Accounting and Master of Science in Taxation from Texas Tech University.Rusty is actively engaged within the Coppell community, assisting missions, prison outreach, youth groups and a benevolence ministry that teaches money management. Outside of work, he enjoys playing golf and spending time with his wife, Kathleen, and their three children, Jake, Rachel and Nicolette. Elizabeth AllieSenior Financial Planner and Compliance Administrator 214.637.9517 firstname.lastname@example.orgElizabeth is a Senior Financial Planner focused on providing planning support and assisting with the management of client relationships. She is involved at all levels of servicing clients financial needs, including the development and implementation of our comprehensive financial plans.Elizabeth has 10 years of financial industry experience. Prior to becoming a financial planner, she worked as a personal banker for Wells Fargo bank. She obtained a B.S. in Agribusiness from Texas A&M University in 2004 and received her certificate in Financial Planning from Southern Methodist University in 2012.Elizabeth grew up in Fort Worth, Texas and currently resides in Dallas. She is an active member of the Junior League of Dallas, volunteering at places such as the Ronald McDonald House. When Elizabeth is not working, she enjoys traveling and spending time with her family. Kristina Miller, Registered Paraplanner®Senior Financial Planner 214.637.9520 email@example.comAs a Senior Financial Planner at CFO4Life, Kristina works directly with clients, seeking to help them meet both short and long term financial goals and dreams, including forecasting of current and future cash flow needs, evaluating and assisting with limiting risk exposure, tax efficiency strategies, and retirement income planning.Kristina attended the University of North Texas where she studied business and finance and later obtained her Registered Paraplanner® designation in 2009. She has over 15 years of experience in the financial planning industry. Prior to joining CFO4Life, she worked as a Senior Client Relationship Manager at Austin Financial Partners working with high net worth individuals for their investment and wealth management needs.Kristina is a native Texan, raised in Dallas. In her free time, she enjoys reading, live music, working out and spending time with her border collie, Luke Skywalker. Bryce Chastain, CPA, CFP®Tax Manager and Senior Financial Planner 214.637.9523 firstname.lastname@example.orgBryce specializes in tax planning and tax compliance for individuals and businesses that provides great value to our clients. In addition, he builds the financial plans for clients to ensure all the pieces of the puzzle fit together.Bryce is a Certified Public Accountant and has two years of experience serving high-net-worth investors. Prior to CFO4Life, he worked as a tax accountant at PKF of Texas in the public accounting sector. He received his B.B.A. in Accounting and a Master of Science in Taxation from Texas A&M University.When he isnt buried in taxes, Bryce enjoys playing golf and spending time with his family. He lives in Coppell, Texas with his wife and two daughters. Sean Alford, CFP®, CRPC®Retirement Plan Solutions Manager and Senior Financial Planner 214.637.9513 email@example.comAs a Senior Financial Planner, Sean works with clients to understand their goals and help them achieve their dreams. He takes a comprehensive approach to financial planning, considering all aspects of a client’s situation to deliver customized solutions. He also serves as the Retirement Plan Solutions Manager, which includes overseeing Retirement Plan operations and CFO4Life’s thorough investment review process.Prior to joining CFO4Life, he worked as a Financial Advisor for an investment advisory firm in Dallas, Texas, and brings experience in retirement, investment, and insurance planning. Sean attended Texas Tech University and graduated with a B.S. in Personal Financial Planning, and is a CERTIFIED FINANCIAL PLANNER™ practitioner and CHARTERED RETIREMENT PLANNING COUSELOR℠ designee.In his free time, Sean enjoys sporting events, photography and spending time with his family. He lives in Coppell, Texas with his wife and two daughters. Preston Hamilton, CRPS®Retirement Plan Advisor 214.637.9522 firstname.lastname@example.orgPreston is involved heavily with the retirement plan advisory team at CFO4Life. His main role is acting as a relationship manager on all 401(k) plans under CFO4Life's advisory services. He works with numerous plan sponsors and company executives to make sure their company plan is properly managed, and helps ensure the investments available to participants are prudent vehicles to meet their retirement goals. He has experience in plan analysis, plan design, and participant education.Preston graduated from Abilene Christian University with a B.B.A. in Finance in 2012. Preston spent the next year and a half in sales, developing client relations in the software and auto industry. From there he decided that he wanted to pursue his passion for finance.In Prestons free time he enjoys all things outdoors. He grew up hunting and fishing as often as possible, and has since developed a love for golf as well. He currently lives in Bedford, Texas with his wife and daughter. Der HungSenior Investment Analyst 214.637.9509 email@example.comDer assists CFO4Life's Investment Team with its investment research and portfolio designs that are tailored to the clients long-term financial goals and objectives. In addition, he manages the firms day-to-day trading operations.Der joined our team in February 2014 after working at a community bank in Knoxville, Tennessee, primarily servicing new and existing commercial and residential loans. He previously interned with other financial service firms, including Merrill Lynch and Edward Jones Investments. He graduated from the University of Tennessee, earning a B.B.A. in Finance with a concentration in Accounting. His passion for investment analysis has led him to become a candidate in the CFA® program.In his free time, Der enjoys the outdoors, Tennessee athletics, and volunteering some of his time to Young Life. He currently lives in Dallas, Texas. Carrie Martin-GhaemmaghamiOffice Manager and Tax Support 214.637.9512 firstname.lastname@example.orgCarrie joined the CFO4Life team in 2007, and specializes in office management, administration and tax planning. With five years experience in tax administration, she assists the tax department in preparation, organization, and execution of tax returns. Prior to working at CFO4Life, Carrie worked in accounting and administration for 15 years.Carrie lives in The Colony, Texas with her husband and son. She enjoys spending time with her family, going to the beach, and is a huge fan of the Dallas Cowboys. Teresa BaileyDirector of Client Relations and Executive Assistant 214.637.9534 email@example.comTeresa joined CFO4Life in 2012. As Director of Client Relations and Executive Assistant, she is instrumental in providing great customer service to our clients as well as administrative support for the management team. She assists with daily operational needs for the team as well as coordinates client meetings throughout the year. Teresa also plays a major role in all event planning at CFO4Life such as retirement seminars, Lone Star Park, and our annual Charity Golf Tournament benefitting Curing Kids Cancer.In her free time, Teresa enjoys all water activities. She and her husband, Jeff share a love of boating and spend a great deal of the summer months on the lake with their children, Taylor and Jackson along with friends and family. Her daughter Taylor, a graduate of Stephen F. Austin University is a teacher in LISD. Her son, Jackson currently attends the University of North Texas. She is also an animal lover and has two dogs, Stella and Lola. Leslie SturgeonClient Service and Planning Support 214.637.9500 firstname.lastname@example.orgLeslie's primary focus is to support our team in contributing to the overall experience that we provide to our clients. She manages client communications and records, as well as, coordinating client meetings throughout the year. Leslie supports the Financial Planning department by assisting in the creation of financial plans, establishing new client accounts, and contributing to many of the day-to-day responsibilities for the team.She graduated from the University of North Texas in 2012 with a B.B.A. in Marketing. Leslie went on to work in the concrete construction industry and specialized in web marketing. She facilitated the building of an e-commerce site and implemented a social media marketing campaign for the company.In her free time, Leslie loves to spend time with family and friends. She has a passion for cooking, enjoys working out and any activity that involves being outside. Michelle HahnClient Service and Planning Support 214.637.9539 email@example.comMichelle helps clients develop their unique life goals. She employs a holistic approach to financial planning, prioritizing what matters most to the client. Michelle also assists CFO4Life’s Retirement Plan Solutions team with customized employee education.After graduating from Texas State University with a B.B.A. in Mathematics Education, Michelle taught math in the Grapevine/Colleyville ISD for five years. She then became a mom by day and private math tutor by night for six years. She is currently studying for her designation as a CERTIFIED FINANCIAL PLANNER™ practitioner. With a background in education, Michelle has experience in teaching financial theory and now is using this skillset to implement strategies in a financial advisor capacity.Michelle and her husband, Grant, met during her first year of teaching and they have since been blessed with three children, a girl and two boys. Having a love for fine arts, she attends musicals and performances whenever she can. Her passion for math has enabled her to help others in the classroom and she is thrilled to transition those skills to helping others with CFO4Life. She also enjoys volunteering at church, music, traveling, and family dance parties with her husband, kids, and dog. Li ZhangSenior Tax Advisor 214.637.9524 firstname.lastname@example.orgLi serves as an integral part of the Tax Solutions team, calculating projections and ensuring tax compliance. She also assists with investment management by compiling various reports for the Investment team and is active in trading operations.Li joined CFO4Life in 2017 with over ten years of work experience in tax and accounting. She obtained her Master of Science in Taxation from the University of North Texas. From there she went on to work for an accounting firm as a tax specialist developing an expertise across a broad area of complex corporate and individual tax issues. Li lives in Flower Mound, Texas with her husband and daughter. When the opportunity arises, she enjoys international travel with her family and visiting national parks.