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
Sean Alford, CFP®, CIMA®
Chief Investment Officer
William Killeen
Portfolio Analyst
Elizabeth Allie
Service Advisor
Leslie King, FPQP™
Service Advisor
Victoria Areingdale, CFP®, CRPC®
Service Advisor
Dallas Killman, CFP®
Service Advisor
Jordan Riewe
Service Advisor
Ashley Williams, CPA
Tax Associate
Li Zhang
Senior Tax Advisor
Geoffrey Potts
Client Service Manager
Anthony Pricer, MBA
Senior Client Service Associate
Teresa Bailey
Director of Client Relations and Executive Assistant
Vanessa Brown
Administrative Assistant
Kati Wands
Administrative Assistant