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 Masters in 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.

Lloyd is a Partner of FCG. He graduated with honors from the University of Memphis where he earned a B.A. and a J.D. He completed his legal studies at the University of Florida earning an LL.M. (Masters in Taxation). Lloyd practiced law with the firm of Rushton, Stakely, Johnston & Garrett, P.A. in Montgomery, Alabama from 1984 through 1988 in the areas of qualified retirement plans, general estate and income tax, and bankruptcy. He headed the legal department at Banking Consultants of America (BCA) for eight years and served as the President of First Southern Trust Company, an affiliate of BCA. He has 35 years of experience in ESOPs, KSOPs, tax qualified plans, estate planning, and regulatory issues. He is admitted to practice before the United States Tax Court, Sixth Circuit Court of Appeals, and the United States Supreme Court. He has authored articles in the Journal of Compensation and Benefits and the Mergers and Acquisitions on issues of ERISA and retirement plans. He holds a Series 65 license.

Carolyn is Client Service Director at 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 (Inactive) as well as being a Qualified Pension Administrator (QPA) and a Certified Employee Benefits Specialist (CEBS).

Boyd is Director of Bank Relations at FCG. He graduated from the University of Alabama with a degree in business administration. From 1986 to 2001, Boyd worked with Rhea and Ivy, CPAs, a regional 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. Boyd is a CPA and currently has a certificate in good standing.

Angela is a Client Services Specialist at FCG. She graduated from Missouri State University with an undergraduate degree in Mathematics. She has worked in the retirement plan administration industry since 2003 and has been a member of FCG since 2014. From 2003 to 2013, she worked with Ellis Benefits, a local retirement plan administration firm. Angela is ASPPA certified as a Certified Plan Consultant, Qualified Pension Administrator and as a Qualified 401(k) Administrator. She also holds her Series 65 license.

Jeremy is the Director of Marketing & Business Development. 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 a registered investment advisor and holds a Series 65.

Michael is a Client Service Manager/Partner. He graduated with honors from the University of Memphis with an undergraduate degree in education. He received a Master’s in Business Administration and a Certificate in Public Administration from Christian Brothers University. He worked for the City of Memphis from 1989 -2015; where he handled administrative, budgetary and compliance issues. Michael holds his series 65 license.

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) pension plans over 20 a year period. 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 and worked for Argent for several years and from March 2015 through April 2018 Bill worked as Senior Portfolio Manager for Nuveen. 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 holds a Series 65 license.

Ken is a Director, Portfolio Manager, and works on Client Services and 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. Ken holds a Series 65 license.

Lisa is the General Office and Compliance Manager. She 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.