Dennis is a Partner of FCG.  He graduated with honors from the University of Alabama in Birmingham with an undergraduate degree in accounting.  He received a Master of Tax Accounting (with honors) from the University of Alabama.  He worked with Arthur Young (now Ernst & Young) for nine years in the tax department (1980-1989).  He served as the Arthur Young National Tax Resident (1983-1984), working in the employee compensation and retirement plan division.  He was a compensation and benefit specialist for Arthur Young teaching at the firm’s national seminars.  From 1989 to 1993, Dennis served as the Vice President of Human Resources and Vice President of Finance for Birmingham Steel Corporation, one of the nation’s largest steel producers.  From 1993 to November 1996, he was Executive Vice President of BCA with responsibilities for client relations, regulatory and accounting, compliance, and design of non-qualified retirement plans for directors and key executives.

He is a registered investment advisor and holds a Series 65 license.

Carolyn is a Partner and the Client Service Director of FCG.  She graduated with honors from the University of Memphis with an undergraduate degree in accounting.  She worked with First Mercantile Trust Company for six years in the Administration Department.  From 1995 to 1997, she was a Senior Account Executive and Director of Operations with First Southern Trust Company.  From 1997 to October 1999, she was a Vice President and Trust Officer with National Bank of Commerce in the Employee Benefits Department of the Trust Division.  She has extensive experience involving the administration of ESOPs, KSOPs, tax-qualified and non-qualified plans.  Carolyn is a CPA as well as being a Qualified Pension Administrator (QPA) and a Certified Employee Benefits Specialist (CEBS).

Boyd is Director of Bank Relations.  He graduated from the University of Alabama with a degree in business administration.  From 1986 to 2001, Boyd worked with Rhea and Ivey, CPAs, a regional certified accounting firm based in Memphis, in their audit department.  From 2001 until 2008, he served as Chief Financial Officer for a financial consulting firm that centered on financial strategies for the community banking industry where he was responsible for developing BOLI strategies and administration.

Angela is the Client Service Manager of FCG.  She graduated from Missouri State University with an undergraduate degree in Mathematics.  Angela handles client service issues and plan administration for retirement plans.  She worked as a Plan Administrator for Ellis Benefits Group, Inc., Memphis, TN from 2003 to 2014.  She is a Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA), and a Certified Plan Consultant. 

She is a registered investment advisor and holds a Series 65.

Jeremy is a Partner and the Director of Retirement Plan Services.  He graduated from the Samford University where he earned a B.A in Business Marketing.  Upon graduation, he worked as a district manager for Automatic Data Processing (ADP) in the Memphis area providing business owners with payroll and employee benefit solutions.  He is an Accredited Investment Fiduciary (AIF®).

He is a registered investment advisor and holds a Series 65.

Michael is the Director of Operations.  He graduated with honors from the University of Memphis with an undergraduate degree in education.  He received a Master of Business Administration and a Certificate in Public Administration from Christian Brothers University. He worked for the City of Memphis for 26 years.  Mike joined FCG as qualified plan administrator in 2015.  

He is a registered investment advisor and holds a Series 65.

Bill serves as Senior Portfolio Manager at FCG. He founded Sector Capital Management, LLC (SCM) on January 1, 1995 which offered products such as large cap domestic core, SRI core, GARP, and a midcap GARP investment strategy in addition to some other specialized investment programs to public and corporate pension plans, Taft-Hartley, and foundation plans. Prior to starting Sector Capital Management, Bill Gurner was the Manager of Trust Investments for Federal Express from 1987 to 1994. Previously he ran Shelby County (TN) Retirement, City of Memphis, and Memphis, Light, Gas & Water (MLGW).  He directed and administered investment activities including direct money management for the pension and profit sharing plans which totaled over $3.0 Billion. Bill sold Sector Capital Management to Argent Financial. He worked for Argent Financial (later sold to Nuveen) as a Senior Portfolio Manager from 2015 through 2018. Bill served as treasurer and chairman of the investment committee of the University of Memphis for 10 years. He served on the board of First Mercantile Trust in Memphis and served as chairman of the investment committee for the city of Germantown, TN. Bill was also a board member for Juice Plus for five years. Mr. Gurner has a BBA from the University of Memphis and has over 40 years of experience in managing pensions and running successful investment strategies.

He is a registered investment advisor and holds a Series 65.

Ken is a Portfolio Manager and works on Client Services/Business Development for FCG team. He completed both his B.S. in Finance from Golden Gate University (San Francisco), and MBA from Belhaven University (Memphis, TN). Ken brings over 38 years of experience in finance industry from Biotechnology, Technology post-venture investing from early 1980. He started working for Amerindo Investment Advisors (AIA) in 1980 and until 1995 when he left as Director of Marketing after raising $4.9 billion. In 1996 he joined Bill Gurner with Sector Capital Management until it was sold, and left Argent, and later picked up again by Nuveen Investments, until 2018.

He is a registered investment advisor and holds a Series 65.

Lisa is the General Office at FCG. Lisa completed a B.S. in education from the University of Memphis in 1991. Lisa brings to our team almost 30 years of experience in the finance industry including credit reporting, mortgage escrow, banking, and lending before joining Sector Capital Management, which was eventually bought by Argent Financial then Nuveen, from 1999-2018 where she served in portfolio reconciliation, client reporting, performance analysis, billing, client relations, compliance, and general office management.

Joe assists structuring and managing the investment strategies in addition to providing Client Services and Business Development for the FCG team. He completed his B.A. in Economics and Business Administration in 1977 from Rhodes College (Memphis, TN). Joe brings over 40 years of experience in the financial services industry. He began his career working for two of the largest Banks in Memphis as their Asset Liability Management Coordinator. In 1984 he joined EF Hutton & Co. as a Fixed Income Specialist where he earned the distinction of being on the Director’s Advisory Council for 2 years.  In 1988 he joined Consulting Services Group, an independent Registered Investment Advisory firm in Memphis as a Partner and President of its Broker Dealer subsidiary. At CSG, Joe held many different responsibilities including Compliance, Accounting, Research and Consulting.  He retired from this practice in 2013.   In 2015 he took on the role of CFO for a local custom home builder. He joined FCG in 2020 to provide depth and back-up to the FCG team. In his previous positions, Joe held many licenses including a Series 3, 4, 7, 24, 27, 63 and 65.