Broker Check

Your CFO4Life Team

Chase McMellian, CPA, CRPS®

Chase McMellian, CPA, CRPS®

Financial Advisor and Director of Retirement Plans

214.637.9526

Kristina Miller, FPQP™

Kristina Miller, FPQP™

Financial Advisor and Director of Operations

214.637.9520

Sean Alford, CFP®, CIMA®

Sean Alford, CFP®, CIMA®

Financial Advisor and Director of Investments

214.637.9513

Teresa Bailey

Teresa Bailey

Director of Client Relations and Executive Assistant

214.637.9534