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Levi McMellian, CPA, AIF®

Levi McMellian, CPA, AIF®

CEO, Executive Director and Founding Partner

Levi 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.