Broker Check

Your CFO4Life Team

Levi McMellian, CPA, AIF®

Levi McMellian, CPA, AIF®

CEO, Executive Director and Founding Partner

Brian Chastain, CFP®, MBA

Brian Chastain, CFP®, MBA

CIO and Founding Partner

Tiffani Boskovich, CFA®

Tiffani Boskovich, CFA®

Investment Advisor

Bryce Chastain, CPA, CFP®

Bryce Chastain, CPA, CFP®

Financial Advisor and Director of Tax

Chase McMellian, CPA, CRPS®

Chase McMellian, CPA, CRPS®

Financial Advisor and Director of Retirement Plans

Kristina Miller, FPQP™

Kristina Miller, FPQP™

Financial Advisor and Director of Operations

Sean Alford, CFP®, CIMA®

Sean Alford, CFP®, CIMA®

Financial Advisor and Director of Investments

Elizabeth Allie

Elizabeth Allie

Service Advisor

Dallas  Goldammer

Dallas Goldammer

Service Advisor

Erika Howell, CPA

Erika Howell, CPA

Senior Tax Advisor

Li Zhang

Li Zhang

Senior Tax Advisor

Jesse Henley, CRPS®

Jesse Henley, CRPS®

Retirement Plan Specialist

 Geoffrey Potts

Geoffrey Potts

Client Service Manager

Anthony Pricer, MBA

Anthony Pricer, MBA

Senior Client Service Associate

Teresa Bailey

Teresa Bailey

Director of Client Relations and Executive Assistant