Professionals

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, working in the employee compensation and retirement plan division (1983-1984). 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.

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. (Master of Laws). 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 over 30 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 is a registered investment advisor and holds a Series 7 and 65 licenses. He is an ERISA Attorney.

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 (inactive) as well as being a Qualified Pension Administrator (QPA) and a Certified Employee Benefits Specialist (CEBS).

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.

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 Ivy, 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.

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

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 Pension Consultant.

She 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. Michael joined FCG as 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, midcap GARP, small cap and International investment strategies in addition to some other specialized investment programs to public and corporate pension plans, Taft-Hartley, and foundation plans. Prior to starting SCM, Bill was the Manager of Trust Investments for Federal Express (1987 to 1994). Previously he ran the retirement portfolios for Shelby County (TN), 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 SCM to Argent Financial. He worked for Argent Financial (later sold to Nuveen) as a Senior Portfolio Manager (2015-2018). 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.

Joe is a Portfolio Manager. Joe graduated from Rhodes College with a BA in Business Administration and Economics, He has worked in banking and the investment business for 35 years, including as EVP of Consulting Services Group, a large investment firm based in Memphis. Joe works in the FCG asset management group primarily as a portfolio analyst.

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 Bachelor of Science in Finance from Golden Gate University (San Francisco), and Master of Business Administration 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 Client Service Manager for our Investment Team. Lisa completed a B.S. in education from the University of Memphis in 1991. Lisa brings to our team over 30 years of experience in the finance industry. She began her career in 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, performance analysis, client reporting, billing, client services, compliance, and general office management. Lisa joined FCG in 2018 then added life insurance administration to her role in client services.

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