Kristen joined Family Legacy in 2021 and has since become an integral part of the team. Beginning her career as a receptionist, she has advanced to the role of Paraplanner through dedication and continuous learning. Kristen plays a key role in supporting both clients and advisors by managing account service requests and contributing to the development of comprehensive financial plans. Her commitment to excellence ensures a smooth and personalized experience for every client.

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! 

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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®

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