facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Meet Our Team

Sten Morgan, CFP®, ChFC® Photo
Read Bio

Sten Morgan, CFP®, ChFC®

Sten is passionate about helping clients manage their finances through the different seasons of their lives. He focuses on retirement, estate, and tax planning strategies for individuals, business owners, corporate executives, and their families.

His certifications as a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant® help him advise his clients on any financial issue. After operating a successful practice in Oregon, Sten moved to Nashville in 2009 to join a local investment management firm. He founded Legacy Investment Planning in 2012.

Sten has been recognized as a member of Society 1851, representing the top 2%-3% of advisors affiliated with MML Investors Services in the country. In 2017, Investment News chose Sten as one of their national 40 under 40 advisors.
Sten is the author of the 7 Mindsets of Success and  Wish I Knew That Sooner.
Sten was a founding board member of Tucker's House, a nonprofit organization that partners with families of children with disabilities to evaluate and retrofit their homes so they can be safe and accessible. He enjoys traveling, golfing, and spending time with his family.

Jamie Mayes Photo
Read Bio

Jamie Mayes

Practice Manager
Jamie has worked in the financial services industry since 2004. With a great deal of experience in both client service and office management, she is passionate about serving our clients and helping our team provide the most exceptional client experience.

Jamie works directly with our team to drive strategic objectives, facilitate innovative business solutions, and grow Legacy partnerships while supporting the team's overall functionality and daily operations. Her hands-on knowledge and understanding of our clients' unique needs help insure that our team is effectively poised to deliver the highest level of service we promise.

Jamie is married to her husband, Jason, and they have three children: Savannah, London, and Ireland. She enjoys live music, traveling, and spending time with her family and friends.


Email Jamie

Chris Bryant, CFP® Photo
Read Bio

Chris Bryant, CFP®

Financial Services Executive

Thomas (Chris) Bryant is an Illinois native, and upon moving to Nashville, he joined our team. He is passionate about helping people and enjoys helping them achieve their financial goals.

Chris works hard daily to elevate the service and experience we provide to our clients by assisting the Advisors with analytical expertise and creative problem-solving. As a CERTIFIED FINANCIAL PLANNER™ professional, Chris believes financial solutions should be unbiased and not driven by product sales, so he considers it his mission to focus on understanding our clients' needs and helping to prioritize their results. 

Chris and his wife, Lauren, welcomed their son in September 2021, and are expecting a baby girl in March 2024. They live in Franklin and attend Trinity Baptist Church. When Chris isn’t working, he enjoys swimming, traveling, and spending time with his family. 

Email Chris

Nate Pierce Photo
Read Bio

Nate Pierce

Financial Planning Associate

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.

Email Nate

La Toya Murdock Photo
Read Bio

La Toya Murdock

Client Experience Manager

La Toya Murdock was born and raised in Southern California, then relocated to Middle Tennessee in 2008.  Her focus on bridging the customer service gap and operations led her to earning a bachelor’s degree in human services and business management.  La Toya’s diversified work experience within hospitality, healthcare and financial services has spanned over 20 years.  After 3 years of managing a locally owned & operated cafe, she’s now working as a Client Relationship Manager for a boutique investment planning firm in Franklin, TN.

To balance her bustling schedule, La Toya enjoys volunteering within her community.  She currently serves as a Board Member on the Ray of Light Cancer Foundation, Daughters of the King, and Distinguished Young Women of Music City. 

In La Toya’s spare time, she’s entertained by reading a riveting book, watching a captivating tv show or a suspenseful movie, cooking a savory dish or baking sweet treats, attending music concerts, festivals, traveling or spending quality time with her family and friends. 

Email La Toya

Sam Moorhead Photo
Read Bio

Sam Moorhead

Portfolio Manager

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.

Email Sam