Your CFO4Life Team
Levi McMellian, CPA, AIF®
CEO, Executive Director and Founding Partner
Brian Chastain, CFP®, MBA
Executive Director and Founding Partner
Rusty Boaz, CPA, CFP®
Tax Partner
Bryce Chastain, CPA, CFP®
Financial Advisor and Director of Tax
Chase McMellian, CPA, CRPS®
Financial Advisor and Director of Retirement Plans
Kristina Miller, ChFC®, FPQP™
Financial Advisor and Director of Operations
William Killeen
Portfolio Analyst
Elizabeth Allie
Service Advisor
Leslie King, FPQP™
Service Advisor
Victoria Areingdale, CFP®, CRPC®
Service Advisor
Jordan Riewe
Service Advisor
Joe Wood, CPA
Tax Director
Ashley Williams, CPA
Tax Associate
Li Zhang
Senior Tax Advisor
Alma Davila
Retirement Plan Specialist
Geoffrey Potts
Client Service Manager
Anthony Pricer, MBA
Senior Client Service Associate
Trish Mosley
Executive Assistant
Vanessa Brown
Administrative Assistant
Kati Wands
Administrative Assistant