Your CFO4Life Team
Levi McMellian, CPA, AIF®
CEO, Executive Director and Founding Partner
Kristina Miller, FPQP™
Operations and Planning Manager Senior Financial Planner
Elizabeth Allie
Senior Financial Planner and Compliance Administrator
Leslie King, FPQP™
Financial Planner and Insurance Specialist
Victoria Areingdale, CFP®, CRPC®
Senior Financial Planner
Sean Alford, CFP®, CIMA®
Investment Solutions Manager and Senior Financial Planner
Grantham Akerly, CPA, CFP®
Senior Investment and Accounting Analyst
Chase McMellian, CPA, CRPS®
Retirement Plan Manager and Financial Planner
Michelle Hahn, CFP®, CRPS®
Financial Planner and Retirement Plan Specialist
Bryce Chastain, CPA, CFP®
Tax Manager and Senior Financial Planner
Teresa Bailey
Director of Client Relations and Executive Assistant
