Our Team
United by a genuine passion for serving others with care and excellence.
United by a genuine passion for serving others with care and excellence.
Our firm has thrived over the years because our team genuinely loves what we do. We take pride in delivering thoughtful, personal guidance that makes you feel like family, and we enjoy learning new ways to serve you with excellence. We promise to put your well-being at the center of everything we do, and with our intentionally multigenerational team, we’re equipped to support you and your family through every stage of life.
Your financial world is complex and managing it well often requires the expertise of multiple specialized professionals. At Legacy East, you get the best of both worlds—personal service from our team that feels like family, backed by the strength of leading industry platforms.
As part of Prudential’s Greater Midwest Financial Group and LPL Enterprise, we have access to extensive planning resources, including a team of professionals with deep expertise in a variety of financial disciplines. We serve as your go-to platform, overseeing the big picture and coordinating every strategy to ensure you have the best support at every stage of your financial journey.
Larry started in the insurance industry in 1986 and has been with Prudential Advisors since 1988. Founding Member of Sorg-Moran Agency in 1999 and Legacy East Financial in 2025. During this time Larry has worked with individuals, families and businesses to help ensure their insurance and financial needs are met.
Larry graduated from Indiana University – Bloomington in 1986 with a degree in Quantitative Business Analysis (BS) and from Indiana Wesleyan University in 1998 with a Master of Business Administration (MBA) degree.
Larry is currently a lifelong member of National Association of Insurance and Financial Advisors (NAIFA), past graduate of Life Underwriters Training Council (LUTCF®) and Chartered Life Underwriters (CLU®). Larry also holds his Series 65 and Series 7 certifications and are held with LPL Enterprise.
Pride of Prudential and Million Dollar Round Table (MDRT) are a couple of the accomplishments Larry has been awarded during his career.
Larry has been an active volunteer for St. Vincent DePaul – Indianapolis, which provides those in need with financial assistance, food and housing support. After seeing a close family member experience the devastating effects of dementia, Larry has become involved with his local Alzheimer’s Association, providing financial support and educating himself on how to help eradicate this disease.
Larry and his wife Gina, live on the Southside of Indianapolis with their English Bulldog, Hazel. They have 2 grown sons, Spencer and Hayden, who are now also his business partners with Legacy East Financial. He enjoys watching, and attending, local sporting events like the Pacers, Colts, IU and Indianapolis 500. For the past 18 years Larry and his sons have visited a different MLB stadium across the country with plans to see them all in the next 12 years.
Spencer delivers holistic financial planning services to young professionals, families, business owners, individuals nearing retirement, and retirees. He works closely with clients to define their long-term objectives and build clear, actionable strategies to accomplish them. Through ongoing collaboration, he becomes a trusted advisor by offering perspective on key financial matters and guidance through significant life decisions.
At the heart of his work is a genuine passion for building and strengthening personal relationships with the individuals and families he serves. His ultimate mission is to instill confidence in his clients regarding their financial future and the choices they make with their money. By developing meaningful connections and coordinating every aspect of their financial lives, Spencer strives to replace uncertainty with clarity to allow clients to move forward feeling secure, understood, and optimistic about their decisions.
Spencer graduated in 2020 from Indiana University – Bloomington with a degree in Business. He began his professional career at Amazon, working in human resources and recruiting. Although he thrived in that role, he felt called to work more directly with individuals and create a lasting, personal impact.
In 2023, Spencer joined his family’s financial planning practice. He especially values forming genuine connections with clients, helping them better understand their wealth, and empowering them to approach the future with less stress and greater excitement. He has been a member of Million Dollar Round Table since 2025. Spencer holds his Series 7 and Series 66 licenses and are held with LPL Enterprise.
Spencer lives in Orlando with his fiancée, Alexis, and pup, Capri. They are an active family, and in their free time, they enjoy going on long walks together, attending sporting events, golfing, trying out new restaurants and traveling. Spencer is an avid sports fan as well. When Spencer was 3, his father, Larry, took him on his first road trip, which they have completed every summer since, with his brother, Hayden. Their goal is to see a game in each of the 30 MLB stadiums, as of now, they have been to 18. Spencer’s future goal is to visit all the English Premier League (soccer) stadiums.
Hayden provides holistic and dynamic financial planning and asset management services for professionals, families, pre-retirees, and retirees. He specializes in helping clients navigate real-world questions that come with building wealth, protecting family, and planning for the future. As a planning first advisor, Hayden believes investment strategy should support a larger financial plan – not replace it. He builds long-term relationships by meeting clients where they are today and helping them move forward with clarity and confidence, whether they are just getting started or nearing retirement.
Hayden graduated in 2022 from Purdue University in West Lafayette with a degree in General Management. Growing up with family in the business, he did not fully understand the day-to-day activities of the profession. What he did recognize, however, was the meaningful impact his father had on the families he served. Seeing clients place their trust in him during major life decisions – and witnessing the long-term relationships developed – ultimately inspired Hayden to join the firm and carry that work forward.
Hayden is a qualified member of the Million Dollar Round Table (MDRT). Hayden is committed to ongoing professional growth and consistently pursuing higher standards of service, education, and client impact. Hayden holds his Series 7 and Series 66 licenses and are held with LPL Enterprise.
Hayden lives in Indianapolis with his girlfriend, Natalie, and their golden retriever, Romy. Together, they enjoy traveling both domestically and abroad and spending time outdoors. He is a passionate sports fan and closely follows the Indianapolis Colts, Indiana Pacers, and Purdue Boilermakers. In his free time, he enjoys staying active through fitness, playing pickleball and golf, and exploring local restaurants throughout the city.