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.
Nate Pierce
Driven by his desire to serve others, Nate is dedicated to establishing strong relationships with clients to help them realize their financial goals and life aspirations. He has an unwavering belief that financial success can be achieved through strategic planning, and he considers it a joy to work with individuals, business owners, and families every day, empowering them to reach their potential.
Nate was raised in Mississippi and has traveled to over 35 states. Before moving to Nashville, he spent extensive time working for a large non-profit in Washington, D.C. A great listener, creative problem-solver, results-driven visionary, and trustworthy steward of time and resources, Nate seeks to add value daily through his work at Legacy. When he’s not at the office, you’ll find him adventuring on a sunrise hike, trying new restaurants in Nashville, annotating a book, or planning his next adventure.
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.
