Chase McMellian, CPA, CRPS®

As a Financial Advisor, Chase works with individuals and families to build clear, comprehensive financial plans and provide ongoing guidance as life evolves. He is known for thoughtful advice, proactive communication, and a high-touch client experience.

In addition to his wealth advisory work, Chase leads CFO4Life’s Retirement Plan department, overseeing the firm’s advisory relationships for employer-sponsored retirement plans, including 401(k) and cash balance plans. He enjoys partnering with business owners and plan sponsors to design and build retirement plans that align with their goals and support their employees.

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 in 2018, he worked as an audit accountant for PricewaterhouseCoopers in the Financial Markets sector.

Chase resides in Argyle with his wife, Kaylee, and their daughters, Aspen and Marley. In his free time, he enjoys hitting the links, tending to his yard, and spending quality time with his loved ones. A Mavs Fan for Life (MFFL), Chase rarely passes up the opportunity to watch the Dallas Mavericks play!