As Director of Financial Planning, Jennifer collaborates closely with our clients to develop tailored financial planning strategies that align with their future goals. Working closely with clients and building lasting relationships makes her days at Family Legacy truly enjoyable and meaningful.  

As COO, Jennifer oversees the daily operations of the firm, ensuring that all departments work seamlessly to deliver exceptional service to our clients.  She stays very organized and keeps us all moving forward in the right direction. 

Jennifer received her CFP® certification in 2021.  She has also been life and health licensed since 2019.  Jennifer received a Bachelor's Degree in Business Administration from Anderson University and came to Family Legacy with a history in corporate office management. 

She was born and raised in Anderson, SC where she still lives with her husband, Josh, their daughter, Isla, and three fur babies, Birdie, BB, and Patty. Outside the office, Jennifer spends her time keeping up with Isla, spending quality time with family and friends, and cheering on the Clemson Tigers!  She loves staying active and being outdoors whether it’s practicing yoga or going hiking, backpacking, or paddleboarding. 

Fun Fact about Jennifer: She is an identical twin and she dances a little when she’s eating something yummy! 

services

Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

 

Invest for What Matters

"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®

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