Meet Our Team
Sten Morgan, CFP®, ChFC®
"I love my job. I founded Legacy Investment Planning to bring creative and proactive financial plans to our clients."
Sten released a book, Wish I Knew That Sooner: Strategies to Avoid Financial Regret, to give insight into many areas of planning not covered in typical financial plans.
Sten serves on the board of the charity People Loving Nashville and is an active member of Church of the City in Franklin, TN.
Recognitions:
“40 under 40" award for top advisors in the country by Investment News.
Nonprofit Leaders in Nashville
April Rome
April Rome is a Tennessee native who has been in the financial services industry for over twenty years. April has extensive experience in working with commodity firms, Trust firms, and several RIAs. She oversees the organization's operational excellence and strategic direction.
April has a proven track record of delivering results and improving processes. She works directly with our team to drive strategic objectives, facilitate innovative business solutions, and grow Legacy partnerships. She is passionate about serving our clients and helping our team provide the most exceptional client experience.
April and her husband live in Brentwood with their three girls. April enjoys trail running, yoga, and watching her girls play lacrosse.
Sam Moorhead
Originally from northern Minnesota, Sam relocated to Nashville in the summer of 2020. Driven by a profound interest in the financial markets, Sam excels in making the intricate world of finance more accessible and understandable to those around him.
In his role as a Portfolio Manager, Sam is deeply committed to the meticulous oversight of client investments. He focuses on developing strategic investment solutions tailored to individual client needs, ensuring that each strategy is aligned with their long-term financial objectives. His expertise lies in synthesizing market trends and economic indicators to offer comprehensive, insightful guidance that empowers clients to make informed financial decisions.
His approach to portfolio management centers on providing insightful guidance and personalized investment strategies to meet each client's unique needs and aspirations.
Outside of his professional life, Sam enjoys golfing, playing hockey, watching football, and spending time with his family and friends.
Shelby Buchanan
Originally from Jacksonville, FL, Shelby relocated to Nashville in the fall of 2022. Driven by her desire to make personal connections and serve others, Shelby is dedicated to providing exceptional service and support to our valued clients.
In her role as Client Service Associate, Shelby strives to ensure that all client interactions are met with professionalism, attention to detail, and care. She supports the team by providing administrative assistance, managing client inquiries, and ensuring smooth communication between clients and advisors. She is devoted to creating a seamless experience for every client while helping the advisory team deliver high-quality financial services.
When Shelby is not at the office, you can find her playing pickleball, exploring hiking trails, or spending time with family, friends, and her cat, Binx.
