Our Company

As financial investment advisors, we help our clients articulate their goals, plan effectively to fully understand their options and take appropriate actions to facilitate their dreams.
 
Our Philosophy

Aristotle once defined happiness as resulting from the wise decisions a person makes while journeying from where they are to where they want to be. We seek to aid our clients along their personal path to prosperity. Learn more about how the philosophy of our financial advisors can help you reach your goals.

Chris helps to manage client assets and provides ongoing advice and support for the clients of Family Legacy, Inc.   
 
Christopher Brown

CPA, PFS, CEPA, CFP®

Christopher A. Brown, CPA, PFS, CEPA, CFP® began his professional career with Family Legacy, Inc. in 1995 after graduating from the College of Charleston with degrees in Business Administration and Accounting. He has been married to his wife, Beth, since 1997 and has two boys, Elliot and Ian. 

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William is actively involved in empowering underserved children to become "All they can be."  
 
William W. Brown

CPA, PFS

William W. Brown started in the financial services industry in Greenville in 1977. He has been instrumental in planning for some of the Upstate’s most affluent families. He brings a wealth of business experience when assisting affluent leaders seeking clarity in their financial decisions. 

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Since joining Family Legacy, Austin has become a dynamic part of our financial planning and 401(k) advisory services. He also has his insurance license for life, long-term disability, and health products.
 
Austin Guest

MBA - Financial Planner

Austin Guest joined Family Legacy in August 2017. He has been in the Financial Advisory industry since 2014. 

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Patrice joined Family Legacy in February 2016. She has been providing forensic, valuation, and consulting services since 2000.
 
Patrice Sebastian

CPA/CFF, CVA, CEPA

Patrice Sebastian joined Family Legacy in February 2016. She has been providing forensic, valuation, and consulting services since 2000. She is a member of the AICPA, SCACPA, National Association of Certified Valuators and Analysts (NACVA) and the Exit Planning Institute (EPI).

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Beth provides clients with account service and helps organize their financial big pictures.    
 
Beth Jacobs

Client Services

A graduate of Wofford College, Beth Jacobs began her professional career with Family Legacy, Inc. in September of 2007. She is a native of Rock Hill, SC who has enjoyed making Greenville her home. 

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Jennifer provides support to our clients, while organizing daily office tasks and assists with financial plans. 
 
Jennifer Wilson

Executive Assistant to the President

Jennifer Wilson joined Family Legacy, Inc. in September 2016. She is a native of Anderson, SC and received her Bachelor's Degree in Business Administration from Anderson University.

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Cliff serves as our tax manager and is primarily responsible for year-end planning and income tax implications regarding retirement planning.
 
Clifford Simunek

CPA, MBA, MPACC

Clifford Simunek made South Carolina his home in 1987 and joined our team in 1995. Cliff has a Masters of Professional Accountancy (MPACC) and a Masters of Business Administration (MBA) from Clemson University. He is a CPA and a current member of the AICPA and SCACPA.

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George is the first face you will see when you enter Family Legacy and is always glad to help clients with their needs. 
 
George Jester

Office Assistant & Junior Accountant

George Jester, a native of Greenville SC, graduated with a Bachelor of Science in Accounting from the College of Charleston in 2016. He has since returned to Greenville and become a part of the team, continuing the tradition of service and compassion imbued in the Family Legacy philosophy.

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Rahsaan is a member of our Accounting Department and you can find him working hard on our clients’ bookkeeping, tax planning and tax returns. In our office, he is the man in the bow tie!
 
Rahsaan Louris

Staff Accountant

Rahsaan Louris Rahsaan Louris joined Family Legacy, Inc. in September of 2017. He is a proud native of Greenville, SC. He received his Bachelors of Science degree in Accountancy from South Carolina State University. He has a decade of manufacturing and international accounting experience.

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Josh spends his time developing new relationships as a part time outside sales representative for Family Legacy, Inc.
 
Josh Langston

Outside Sales Representative

Josh Langston grew up in Florence, SC and graduated from the University of South Carolina with a Bachelor's degree in Economics. He moved to Greenville in 2014 and started with Family Legacy in July 2015.

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