Chase McMellian, CPA, CRPS®
Retirement Plan Manager and Financial Planner
As 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.