Alyssa joined Family Legacy in November of 2021. She is “Patrice-in-training,” helping with valuations. She is also helping with tax planning and tax return preparation.
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 outside running, walking, and hiking. She and her husband, Jonathan, also enjoy board games, escape rooms, traveling, and spending time with friends and family. Their favorite place they have visited so far is Zion National Park.
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.
Favorite Reads: Any fictional romances or adventure books. Her current favorites are the Bridgerton Series.
|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?