Meet Our Team

 

Sten Morgan, CFP®, ChFC®

Each season of life is accompanied by unique financial goals and challenges. Sten and his team work closely with our clients to simplify the complex decisions that come during these different seasons of life. Sten focuses on retirement, estate, and tax planning strategies for individuals, business owners, corporate executives, and their families.

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

Sten has been recognized as a member of Society 1851, which represents the top 2%-3% of advisors affiliated with MML Investor Services in the country.

Sten is an active board member of Tucker's House, a non-profit organization that partners with families of children with disabilities to evaluate and retrofit their homes so they can be safe and accessible. Sten resides in Franklin with his wife, Taylor, and their two daughters. He enjoys traveling, golfing, and spending time with his family. Sten and his family attend Grace Chapel church in Leiper's Fork, Tennessee.

 

Financial Services Executive

Phone: (615) 435-4159 | Email: smorgan@legacyinvestmentplanning.com

 

Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 795 Ridge Lake Blvd, Suite 200, Memphis, TN 38120. 901.767.5951.

 

 

D. Michael Lane, CLU®

With over 36 years of experience working with executives and individuals to simplify the complexities of managing and helping protect their assets, Mike has a keen ability to help clients recognize both unseen problems and unique opportunities. Additionally, Mike understands the ever-changing climate of life and he is skilled at creating plans that are flexible enough for tomorrow's changing needs.

Mike focuses on retirement planning, estate planning, and qualified plans, and is considered by many colleagues to be a resource in life insurance policy analysis. He holds the designaton of CHARTERED LIFE UNDERWRITERTM and is a member of The Association of Advanced Life Underwriting (AALU). Mike has also served on the Product Development Committee for MSI Financial Services for many years.

Mike has been recognized as a member of Society 1851, which represents the top 2%-3% of advisors affiliated with MML Investor Services in the country.

Mike and his wife, Susan, reside in Nashville and they are both active in their church, supporting both local and international missions in Honduras, Korea, and Italy. They have two grown daughters and three grandchildren. Mike enjoys tennis and hiking.

 

Financial Services Executive

Phone: (615) 620-3040 Email: mlane@legacyinvestmentplanning.com

 

Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 795 Ridge Lake Blvd, Suite 200, Memphis, TN 38120. 901.767.5951.

 

 

Dustin Perkins

Spending the first 8 years of his career in the health insurance industry and watching others struggle to find affordable health care was a turning point in Dustin's life. It was then that he realized that he wanted to be in a role that could help others plan for their future and protect their loved ones.

Dustin thoroughly enjoys teaching and helping others understand their financial future by explaining it in terms they can understand. The unique partnership that he creates with his clients alleviates the stress associated with investing and finances, and he helps his clients focus on implementing a plan that is measurable, achievable, and purposeful. By helping remove this stress, Dustin believes you can focus on the important things in life that you are passionate about.

Dustin and his wife, Sweden, reside in Franklin, with their daughter, Hunter. They attend Brentwood Baptist Church and are active in their small group. When Dustin isn't working, he enjoys hunting, triathlons, and traveling with his family. 

 

Financial Services Representative

Phone: (615) 435-4162 Email: dustin.perkins@legacyinvestmentplanning.com

 

Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 795 Ridge Lake Blvd, Suite 200, Memphis, TN 38120. 901.767.5951.

 

 

Jamie Mayes

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 both serving our clients and helping our team provide the most exceptional client experience.

Jamie works directly with new and existing clients to service their needs while also providing support to the team's overall functionality and daily operations. Her hands-on knowledge and understanding of our clients' unique needs helps insure that our team is effectively poised to deliver the highest level of service that we promise to our clients.

Jamie lives in Nashville with her husband, Jason, and two children. She enjoys live music, traveling, and spending time with her family and friends.

 

Director of Operations

Phone: (615) 435-4117 | Email: jmayes@legacyinvestmentplanning.com

 

 

 

Rachel Monroe

Rachel is the newest member on our team, joining Legacy in 2016. She brings over 11 years of experience in client service, event planning, and administrative support. She has worked in many industries, ranging from music and publishing to event production and financial education, so she has a wealth of variety experience serving the needs of her clients. She is passionate about attention to detail and ensuring that our clients and team are well taken care of behind the scenes.

Originally from Pittsburgh, Rachel now lives in Franklin with her husband, Blake. She enjoys spending time at the beach, listening to live music, and cheering on her favorite sports teams.

 

 

Director of Administration

Phone: (615) 435-4163 | Email: rmonroe@legacyinvestmentplanning.com