Broker Check

Meet Our Team

Sten Morgan, CFP®, ChFC®

President | Financial Services Executive

(615) 721-7115

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) 721-7103

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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Brad Lay, CRPC®, AAMS®

Financial Services Executive


Brad has spent the past 17 years helping clients make better financial decisions by helping them recognize opportunities and avoid pitfalls throughout their different stages of life. In Brad’s opinion, an effective financial plan...

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Chris Bryant, CFP®

Financial Services Executive | Director of Financial Planning


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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Eve McClure

Owner of Women's Wealth Strategies


Eve is a solution-oriented finance and consulting entrepreneur. She is closing the gender gap by helping women prioritize their investment goals and turn complex financial ideas into actionable strategies. Simply put, Eve is an...

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Jamie Mayes

Practice Manager

(615) 721-7100

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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Brooke Maciorowski

Client Relationship Manager

(615) 721-7100

Brooke has worked in the medical field and customer relations since 2014. She is passionate about building relationships, organizing data, and creating processes that create the best possible client experience. Brooke will carefully...

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