INVEST LEGACY - Key Persons


Chris Bryant

Job Titles:
  • 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 PLANNERâ„¢ 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.

Jamie Mayes

Job Titles:
  • 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.

Nate Pierce

Job Titles:
  • 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.

Sten Morgan - President

Job Titles:
  • President
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.