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Meet Our Team

Sten Morgan, CFP®, ChFC®

President | Financial Services Executive

(615) 435-4159

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

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) 435-4163

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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