Broker Check

Meet Our Team

Sten Morgan, CFP®, ChFC®

President | Financial Services Executive

(615) 435-4159

[email protected]

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...

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Dustin Perkins

Financial Services Executive

(615) 435-4162

[email protected]

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...
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Jamie Mayes

Practice Manager

(615) 435-4117

[email protected]

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...

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Chris Bryant

Financial Planning Associate

615-435-4163

[email protected]

Chris is an Illinois native, and upon moving to Nashville, he joined our team. He is passionate about helping people and specifically enjoys helping people achieve their financial goals. Chris works hard every day to elevate the...

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