Josephine joined the team in June 2020 as one of our administrative professionals. In the office, you can find her greeting clients, answering the phone, and prepping paperwork. She is eager to learn and be helpful to our clients and her coworkers.
She has lived most of her life in Greenville. She graduated from Winthrop University with a Biology degree and from USC Upstate with an Experimental Psychology degree.
She is married to her husband, Devin, and they have one fur baby, Millie. Outside of the office, she spends most of her time with her family and friends, and enjoys going to sporting events, concerts, and musicals/plays.
Fun Fact: Her home was featured on In Pursuit with John Walsh.
"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?