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 bachelor's degree in business and accounting from Oklahoma State University. As a founding partner, Levi's 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 firm's investment committee, helping develop their long-term vision, policy and strategy. With over 20 years of experience in the financial services industry and having been quoted in Forbes, 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 they've 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®Tax 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 three children, Jake, Rachel and Nicolette. Mike Busch, CPA, CFP®Principal 214.637.9509 firstname.lastname@example.orgUpon graduating from Texas A&M University with a degree in accounting, Mike continued his education by earning marks as a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional. After practicing in public accounting for 12 years, Mike founded Vogel Financial Advisors in 2000 and brought Vogel Financial Advisors together with CFO4Life in 2018. His areas of expertise include portfolio design, investment management, tax planning, insurance analysis, retirement planning, and estate planning.Mike is past Chair of the Dallas/Fort Worth Financial Planning Association, the City of Plano’s Retirement Security Plan Committee, and the Alumni Association of Trinity Christian Academy. Mike also served at the national level as a member of the Financial Planning Association’s Board of Directors.Outside the office, Mike and his wife Mary enjoy traveling, and serving together in their church. Tiffani Boskovich, CFA®Investment Advisor 214.637.9507 email@example.comAs an active member with the CFA Institute and CFA Society of Colorado, Tiffani comes to CFO4Life with more than 21 years’ experience in the fiduciary and investment industry. She builds long term relationships through her passion of educating clients to better understand their investment strategy and achieve their financial goals and objectives.Prior to joining CFO4Life, Tiffani served as Investment manager for three mutual funds and Chief Compliance Officer for a small RIA. She transitioned to the role of Manager for an investment department at a regional bank, and from there, was recruited to the 7th largest bank in the U.S. Tiffani was responsible for the investment management of complex and sophisticated clients, utilizing a wide range of investment solutions. In addition, to her Chartered Financial Analyst® designation, Tiffani earned her B.S. in Business Administration with an emphasis in Finance from the University of Northern Colorado and later earned her M.S. in Financial Analysis.As a fifth generation Colorado native, Tiffani grew up in Leadville and her greatest achievement is her family. She strives to be a role model for her three daughters in all aspects of life and does so proudly alongside her husband. Kristina Miller, FPQP™Operations and Planning ManagerSenior Financial Planner 214.637.9520 firstname.lastname@example.orgAs 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 Financial Paraplanner Qualified Professional™ 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. Elizabeth AllieSenior Financial Planner and Compliance Administrator 214.637.9517 Elizabeth.email@example.comElizabeth 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 12 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 a sustainer 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. Leslie King, FPQP™Financial Planner and Insurance Specialist 214.637.9518 firstname.lastname@example.orgLeslie assists advisors and clients with financial planning, asset management and ongoing client services. She also oversees our Risk Management department, working with clients to help ensure adequate coverage is maintained in all areas of risk including life insurance, long-term care insurance, property and casualty insurance, and disability income insurance. Building relationships with clients is our top priority and Leslie is passionate in helping her clients succeed in every way possible.She graduated from the University of North Texas in 2012 with a B.B.A. in Marketing and later obtained her Financial Paraplanner Qualified Professional™ designation in 2018. Prior to joining CFO4Life, Leslie worked 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. Melissa Van SantFinancial Planner 214.637.9514 email@example.comMelissa works closely with the CFO4Life financial planners assisting with developing comprehensive financial plans for clients, providing ongoing client service, and compliance administration support.Prior to joining CFO4Life, she has 14 years of experience in the Wealth Management industry as a Senior Client Relationship Manager. She brings expertise in financial planning software in working to help clients achieve their short-term and long-term goals. Her experience and passion for helping people is a real asset to both CFO4Life and our clients. Melissa attended Texas Tech University where she received a B.S. in Personal Financial Planning.Melissa is a native Texan, grew up in Grapevine and currently resides in Flower Mound. She has loved becoming a mom in 2018 to son, Reed, and cherishes spending time with her husband, Adam, and their Labrador Retriever, Dixie, together as a family. Victoria Areingdale, CFP®, CRPC®Financial Planner 214.637.9535 firstname.lastname@example.orgAs a Financial Planner, Victoria works with clients to develop a plan that helps them achieve their financial goals and reach a comfortable retirement. She also handles various client service requests.Victoria is dedicated to building meaningful relationships and sharing her knowledge with others. Prior to joining CFO4Llife, Victoria worked at Charles Schwab and USAA. She is a graduate of UT Dallas where she earned her B.S. in Finance. She then went on to obtain her CFP® and CRPC® designations. Victoria is passionate about lifelong learning both professionally and personally.Victoria grew up in Reno, NV and moved to Dallas in 2008. She is an avid sports fan and enjoys traveling with her husband Geoffrey PottsSenior Client Service Associate 214.637.9516 email@example.comGeoffrey is a Senior Client Service Associate at CFO4Life. He assists advisors and their clients by setting up new accounts and fulfilling a variety of client requests. He strives to provide exceptional customer service.Geoffrey has been working in the financial services industry since 2002. Prior to joining CFO4Life, he worked for GuideStone Financial Resources and Frost Bank. Geoffrey received his degree from the University of Texas at Arlington.Geoffrey grew up in Dallas, Texas and currently resides in Grand Prairie. In his free time, Geoffrey enjoys working out, traveling, and spending time with his family. Sean Alford, CFP®Investment Solutions Manager and Senior Financial Planner 214.637.9513 firstname.lastname@example.orgAs 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.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™ professional. 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. Grantham Akerly, CPA, CFP®Senior Investment and Accounting Analyst 214.637.9522 email@example.comGrantham works closely with the Investment Solutions team to critically analyze the health of our client’s portfolios. His responsibilities include trading, investments, market research, and compliance reporting. In addition, Grantham supports the Tax Solutions team in tax planning and tax compliance for individuals and business.Grantham joined CFO4life in 2019. Prior to joining CFO4life, he worked for Ernst & Young in the assurance practice. He graduated from Baylor University with a B.B.A and a Masters of Accountancy in 2017. Grantham remains connected to his alma matter as a member of the Early Professionals Advisory Board.Grantham grew up in Coppell, TX, where he currently resides with his wife, Tera, and dog, Winnie. In his free time, Grantham enjoys exercising, cooking, podcasts, and playing games with friends. Chase McMellian, CPA, CRPS®Retirement Plan Manager and Financial Planner 214.637.9526 firstname.lastname@example.orgAs a Financial Planner, Chase provides valuable support for our clients and team, maintaining accounts and fielding any requests clients might have regarding the management of their wealth. Efficient and determined in everything he does, he aims to exceed clients’ expectations by providing the highest quality of customer service.Chase graduated from Texas Tech University with a B.B.A. in Accounting and Finance and a Master of Science in Accounting in 2017. Prior to joining CFO4Life, he worked as an audit accountant for PricewaterhouseCoopers in the Financial markets sector.Chase grew up in Argyle, Texas and currently resides in Dallas. In his free time, Chase enjoys spending time with his wife, hitting the links and wrangling their exceptionally active bulldog, Nash. Michelle Hahn, CFP®, CRPS®Financial Planner and Retirement Plan Specialist 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. 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. 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 isn't buried in taxes, Bryce enjoys playing golf and spending time with his family. He lives in Coppell, Texas with his wife and two daughters. Li ZhangSenior Tax Advisor 214.637.9524 email@example.comLi 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. Teresa BaileyDirector of Client Relations and Executive Assistant 214.637.9534 firstname.lastname@example.orgTeresa 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.