Your CFO4Life Team Levi McMellian, CPA, AIF® CEO, Executive Director and Founding Partner 214.637.9501 levi.mcmellian@mycfo4life.com Brian Chastain, CFP®, MBA CIO and Founding Partner 214.637.9502 brian.chastain@mycfo4life.com Rusty Boaz, CPA, CFP® Tax Partner 214.637.9504 rusty.boaz@mycfo4life.com Mike Busch, CPA, CFP® Principal 214.637.9509 mike.busch@mycfo4life.com Tiffani Boskovich, CFA® Investment Advisor 214.637.9507 tiffani.boskovich@mycfo4life.com Collins Knight, CPA, CFP® Financial Advisor 214.637.9512 collins.knight@mycfo4life.com Bryce Chastain, CPA, CFP® Financial Advisor and Director of Tax 214.637.9523 bryce.chastain@mycfo4life.com Chase McMellian, CPA, CRPS® Financial Advisor and Director of Retirement Plans 214.637.9526 chase.mcmellian@mycfo4life.com Kristina Miller, FPQP™ Financial Advisor and Director of Operations 214.637.9520 kristina.miller@mycfo4life.com Sean Alford, CFP®, CIMA® Financial Advisor and Director of Investments 214.637.9513 sean.alford@mycfo4life.com Grantham Akerly, CPA, CFP® Portfolio Manager 214.637.9522 grantham.akerly@mycfo4life.com Elisabeth Crosier, CPA Investment Analyst 214.637.9529 elisabeth.crosier@mycfo4life.com Elizabeth Allie Service Advisor 214.637.9517 elizabeth.allie@mycfo4life.com Leslie King, FPQP™ Service Advisor 214.637.9518 leslie.king@mycfo4life.com Michelle Hahn, CFP®, CRPS® Service Advisor 214.637.9539 michelle.hahn@mycfo4life.com Victoria Areingdale, CFP®, CRPC® Service Advisor 214.637.9535 victoria.areingdale@mycfo4life.com Dallas Goldammer Service Advisor 214.637.9599 dallas.goldammer@mycfo4life.com Erika Howell, CPA Senior Tax Advisor 214.637.9541 erika.howell@mycfo4life.com Li Zhang Senior Tax Advisor 214.637.9524 li.zhang@mycfo4life.com Jesse Henley, CRPS® Retirement Plan Specialist 214.637.9537 jesse.henley@mycfo4life.com Geoffrey Potts Client Service Manager 214.637.9516 geoffrey.potts@mycfo4life.com Anthony Pricer, MBA Senior Client Service Associate 214.637.9514 anthony.pricer@mycfo4life.com Teresa Bailey Director of Client Relations and Executive Assistant 214.637.9534 teresa.bailey@mycfo4life.com Sara Price Administrative Assistant 214.637.9500 sara.price@mycfo4life.com