CFO4Life

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

Chase Mcmellian is a financial advisor at CFO4Life in Coppell, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at PwC and Reagor Dykes, and he has been affiliated with Ausdal Financial Partners since 2018. Outside of advising, he is also involved in insurance sales on a limited basis. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models using mutual funds, ETFs, direct indexing, and third-party managers, with ongoing portfolio monitoring and analysis tailored to client objectives.

Dallas Killman is a CFP® professional at CFO4Life with one year of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc. and Evensky & Katz LLC. Outside of his advisory work, he serves as a finance advisor for the Alpha Delta Pi sorority chapter, assisting with operating expenses and invoices. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and utilizes mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios according to each client’s objectives and risk tolerance.

Victoria Areingdale is a CFP® with 10 years of experience in financial advising. She currently works at CFO4Life and Ausdal Financial Partners, having previously held roles at Charles Schwab, USAA Financial Advisors, and Randstad Staffing. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models and utilizes institutional research and technology tools to tailor portfolios to clients’ objectives, risk tolerance, and time horizon.

Brian Chastain is a CFP® professional with 35 years of industry experience. He is currently affiliated with CFO4Life Group, LLC since 2017 and has been associated with Ausdal Financial Partners since 2012. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and supervisory services to his firm, and he also operates an aircraft through Fly4Life, LLC. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across various asset classes and utilizes institutional research and technology to tailor portfolios to clients’ objectives and risk tolerance.

Levi McMellian is a financial advisor at CFO4Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CFO4Life Group, LLC since 2017, Ausdal Financial Partners since 2012, and CFO4LIFE, Inc. from 2007 to 2017. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and oversight services to CFO4Life, and is involved in several other business activities including insurance sales, tax preparation, business consulting, and fitness center ownership. CFO4Life offers comprehensive financial planning and discretionary investment management services to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across various asset classes and utilizes institutional research and technology tools to tailor portfolios according to each client’s objectives, risk tolerance, and time horizon.

Leslie King is a financial advisor at CFO4Life with four years of industry experience. She holds the Series 66 designation and has worked at Ausdal Financial Partners Inc since 2021 while also being affiliated with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models across various investment types and uses institutional research and technology to tailor portfolios to client objectives, risk tolerance, and time horizons.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 18 years of industry experience. She has worked at CFO4Life Group, LLC since 2017 and has been affiliated with Ausdal Financial Partners since 2013. Outside of her advisory role, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and combines mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios to clients’ objectives and risk tolerances.

Sean Alford is a CFP® professional with 12 years of industry experience. He is currently with CFO4Life Group, LLC and Ausdal Financial Partners, Inc., where he has worked since 2017. Prior to that, he was with GuideStone Financial Services and Guidestone Financial Resources from 2013 to 2017. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across multiple asset classes and uses institutional research and technology tools to tailor portfolios to clients’ objectives, risk tolerance, and time horizon.

Russell Boaz is a CFP® with 17 years of experience in the financial services industry. He has worked with CFO4Life Group, LLC since 2013 and is also associated with Ausdal Financial Partners. Outside of his advisory roles, he provides tax planning services through a separate business entity. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across multiple asset classes and uses a variety of portfolio implementation strategies tailored to client objectives and risk tolerance.

Kristina Miller is a financial advisor at CFO4Life with 7 years of industry experience. She holds the ChFC® designation and Series 66 license. Kristina has worked at Ausdal Financial Partners, INC since 2018 and has been with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models using equities, fixed income, and alternative investments, and employs mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios to client objectives.