We’re built for families! We focus on bridging generations to connect families and their finances. As Baby Boomers, you created more wealth than any generation before you. Now in your retirement years, the economic expansion that aided your careers doesn’t feel as robust. You worry about your savings lasting a lengthy life expectancy. You also worry that your children and grandchildren will be the first generation to not have it better than the generation before them. Our goal is to solve both problems. Our structure allows us to provide the same great advice whether you have a lifetime of savings or you are just starting out. That means we can work with multiple generations, and where appropriate, find opportunities to coordinate across generations while maintaining privacy and independence. I am a millennial myself with over a decade of experience helping retirees with personal finances. That combination of youth and experience gives me an advantage over many of the advisors out there. My youth, to retirees, means I am likely to be around for the entirety of your retirement. All those plans you made with your advisor, will be executed by the advisor that helped you plan them. If that includes an inheritance, good news because I want to work with your heirs too! To a younger generation, you get an advisor you can relate to who doesn’t treat your problems as less significant because you don’t have the same level of assets. Just because I’m young, doesn’t mean I’m green! I was previously the Practicing Partner of a wealth management firm focused solely on retirees. As the lead portfolio manager, I oversaw almost $500 million in client portfolios. That experience means I’ve guided and advised clients through every stage of a successful retirement. It also means I know what a successful retirement looks like. As I’ve always said, best laid plans begin with the end in mind, so my experience serves just as well early in your journey to financial independence. I started my own firm because I saw an increasing need to reconnect families and their finances. Grandparents are providing child care, children are providing elderly care, and everyone is chipping in to pay for education. As much as ever families need each other, and our program is specifically designed to be prepared when they do.

At Legs Financial, we believe that financial planning isn't one-size-fits-all. It's about understanding your unique vision and creating a personalized roadmap to get you there. We meet you where you are along your journey and work together to plot out a path that leads to the realization of your lifetime goals.

Aaron Parrish, CFP®, TPCP®, is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. LWM meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients. Aaron graduated from Appalachian State University and was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained valuable experience and created financial plans for hundreds of clients. He later became a Vice President and Senior Financial Advisor at Triad Financial Advisors before starting Level Wealth Management. He has also taught retirement planning courses at colleges and universities across Central North Carolina. When not working, Aaron’s favorite way to invest his time and money is traveling with his wife Martha and their two young children, Bradford and Dottie or paying people to do tasks he hates, like mowing the lawn. He also enjoys teaming up with his son Bradford to be an “animal saver” and mountain biking.

Mariah Nadolny is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she consults with clients to analyze risks, educate them, and prepare them for important financial decisions. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Paraplanner at Ameriprise Financial from 2021 to 2022. She also gained experience as a Tax Intern at Advisors Management Group, Inc. in 2019. Mariah's professional experience spans multiple roles within the financial services industry, focusing on client consultation, relationship management, and financial planning support. Outside of her professional career, she enjoys spending time on family activities, fitness, football, social events with friends, outdoor adventures, and traveling.

Amy Neely is a Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2005. Amy collaborates with a team of highly educated and extensively trained wealth management professionals to develop diversified investment portfolios that align with clients’ objectives and overall wealth strategies. Her expertise encompasses creating individualized financial strategies aimed at meeting the specific goals of clients and their families. Amy’s approach addresses various aspects of financial wellbeing, including saving for education and retirement, debt management, life and long-term care insurance analysis, and leveraging the banking resources of Bank of America to simplify clients’ financial lives. Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Amy holds a Bachelor's Degree from Michigan State University and an Associate's Degree from Glen Oaks Community College. She also has the Personal Investment Advisor (PIA) designation. Amy lives in Greensboro with her husband, Scott, and their children, Kennedy and Miles. In her personal time, she enjoys reading, hiking, paddle boarding, boating, listening to music, and spending time with her family.

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.

Justin Berilla is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Workplace Planning Consultant I and II, and Workplace Planning Associate. Justin's experience encompasses various aspects of financial consulting and workplace planning. His professional focus is on helping clients achieve financial purpose, security, and freedom. Outside of his professional work, Justin has interests in art, beach activities, bowling, concerts, fitness, and playing musical instruments.