Jennifer can be found working hard behind the scenes and side by side with Chris for our Family Legacy clients. If there is a problem, you want Jennifer to solve it. She stays very organized and keeps us all moving forward in the right direction.

Jennifer assists Chris in trading and portfolio management. If you can't find Chris, you can find Jennifer. She is always happy to help!

Jennifer received her CFP® certification in 2021.  She has also been life and health licensed since 2019.  

She was born and raised in Anderson, SC and still lives there with her husband, Josh, and their three fur babies, Birdie, BB, and Patty. Jennifer has a Bachelor's Degree in Business Administration from Anderson University and a work history in corporate office management.

Outside the office, Jennifer loves tailgating for the football season and cheering on her Clemson Tigers. She also enjoys spending time with her loved ones and spoiling her three nephews. She can be found up with the sun for early morning workouts or yoga.  She loves new adventures and being outdoors; particularly hiking and backpacking which are her favorite pastimes.


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

Jennifer’s Favorite Reads: the classics, historical biographies and fiction, and spooky ghost stories (a love started by her grandmother)


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®



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?

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