Aaron joined the team in September 2025 as an Administrative Professional. In his role, Aaron is focused on keeping the workplace running smoothly and efficiently. He is always ready to lend a hand with a positive attitude and a problem-solving mindset.
He graduated from Coker University in 2025 with a degree in Business Administration and double concentration in Entrepreneurship and Financial Planning. In the future, Aaron plans to complete the education and exams to become a financial planner and work closely with our clients in that capacity.
Originally born in Boston, MA, Aaron has been living in Greenville, SC for the last 4 years now. Outside of work, he enjoys spending time with his family and going to the mountains to go to the lake or hang out with friends. Aaron is also a big fan of baseball and played for 5 years in college.
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®
contact
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?
Family Legacy, Inc
900 Pendleton Street, Suite 200, Greenville, SC 29601
P.O. Box 2545, Greenville, SC 29602
PHONE: 864.233.0808 | FAX: 864.370.1713
Disclaimer
Family Legacy, Inc. is a Registered Investment Adviser. This website is intended as an overview of services provided by Family Legacy, Inc. Please do not interpret anything in our site or any referenced links as a specific strategy or recommendation to your specific financial plan. We encourage you to contact one of our professionals with any questions related to your individual situation. Thank you for taking the time to visit our site and learn more about what we do.
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