Kristen has been a valued member of our team since 2021. Starting her journey with Family Legacy as a receptionist, she is now on the path to becoming a financial advisor. Kristen excels in helping clients to open and update accounts, ensuring a seamless experience for everyone involved.
She graduated from the University of South Carolina in 2011 with a bachelor's degree in psychology. In the fall of 2024, she passed the Series 65 exam, further enhancing her knowledge of the investment advisory world.
Born and raised in Powdersville, SC, Kristen now resides in Easley with her husband, Benjamin, children Henry and Winnie, and their two dogs. Outside of work, Kristen enjoys spending quality time with her family. She also stays active by going to the gym and participating in local road races.
Fun Fact: Kristen loves coffee & has never met a dessert she didn’t like!
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?