Alyssa joined Family Legacy in November of 2021. She is an integral member of the Tax and Business Service team. Alyssa helps ensure that clients receive excellent service - answering questions and meeting with clients. She assists and teaches staff, prepares and reviews tax returns and bookkeeping, and helps keep the Tax and Business Services team organized. As Chief Compliance Officer (CCO), Alyssa helps ensure that the firm is complying with regulatory guidance and treating our clients fairly. Alyssa also creates content for our social media.
Alyssa obtained her Bachelor of Business Administration in Accounting and Master of Accountancy at the University of Georgia in 2018. She moved to Greenville in 2019 and worked at a public accounting firm in taxes. She received her CPA license in 2020 and is a member of the AICPA and SCACPA.
Outside of the office, Alyssa can be found spending time with her family and friends. She enjoys crocheting, escape rooms with her husband Jonathan, and playing with her daughter.
Fun Fact about Alyssa: She can play the piano, flute and the harp! She also hates chocolate and worked at Disney World for six months.
Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning. |
"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."
-- Christopher A. Brown, CPA, PFS, CFP®
Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?