ShareFile Client Login
FS Advisors
FSA Risk + Benefits
Building lasting relationships
Discerning what is important
Serving with integrity and expertise
Nancy Lowrey
Managing Member
Nancy is the founding principal of FSA Investment Group, LLC. As Managing Partner she brings over twenty years of experience in the financial services industry. Additionally, Nancy is a registered investment advisor and a licensed insurance agent.
Prior to establishing FSA in 2005, Nancy was a partner of Financial Solutions, Inc., a financial services company that provided investment and insurance services to high net worth individuals and small business owners. Nancy has worked in various areas of bank management and as Economic Development Planner for the Poarch Band of Creek Indians. She also had the honor of serving as a Tribal Council Member for her Tribe and as a Board Member of the PCI Gaming Authority.
Nancy attended the University of South Alabama and is a graduate of the Banking School of the South. Nancy is also an enrolled member of the Poarch Band of Creek Indians
John Hosman
John is a co-owner at FS Advisors, FSA Risk & Benefits, and FSA Investment Group. John has been a Registered Investment Advisor since 2006 and focuses the majority of his time as a relationship manager to FSA's tribal clients and managing FSA Investment Group, LLC.
John has assisted numerous tribes with project development and financing. John's strengths are managing relationships and assisting tribal clients in identifying its financial and investment goals and creating a plan to achieve them. Before joining FSA, John worked with O'Sullivan Creel Wealth Advisors, LLP and created its Finance Division where he led a team of financial professionals focused on commercial and residential lending. John also worked with high net worth clients providing wealth management services and has experience as a consultant where he assisted companies with strategic plans and securing venture capital.
John has been with FSA since February of 2008 and serves on FSA's Investment Committee. He currently manages only tribal relationships. Because John works only with tribal clients, he has developed significant knowledge of tribal governmental operations. He assists Tribal Councils and Investment Committees to determine their risk tolerance and then aligns the Tribe's risk tolerance with expected returns. John believes that over-communicating, providing unparalleled attentiveness and setting reasonable, yet attainable, expectations is key to successful tribal client relationships. John is a graduate of the University of West Florida with a degree in Marketing and an MBA. John currently serves on 7 civic organization boards including, Baptist Health Care Board, where he was actively involved with its investment and pension committees.
Carmen White
Firm Administrator
Carmen joined FSA in July 2016 as the Firm's Office Manager. Carmen brings 16 years of experience supporting senior executive staff. Her high-level organizational and administrative experience has provided the Pensacola office with operations, business development, and logistical support. Throughout all tasks, Carmen is a creative thinker and a strong problem solver with exceptional project management skills.
Prior to FSA, Carmen worked as the Fellowship Manager at the Andrews Research & Education Foundation in Gulf Breeze, Florida with oversight of three physician fellowship training programs. Carmen has held positions in support of executive management for Studer Group, the Pensacola News Journal, and Exxon Mobil Chemical, She holds certifications in multiple Behavior Based Interviewing methods, Grant Proposal Writing, Total Safety Culture, and is fluent in Spanish.
Carmen is married with 3 children and 3 grandchildren. She volunteers weekly as a Reading Pal with ECARE (Every Child a Reader in Escambia) and is mentoring a child whose first language is Spanish.
Matt Balka
Matt Balka joined FSA Investment Group in 2018, and his primary role is to assist tribes with project development and financing. Prior to joining FSA, Matt spent 12 years in Commercial Banking and Private Banking working with clients to meet their credit and investment needs. He has also managed a multi-state healthcare practice and owned companies in the distribution and hospitality industries.
Matt is a graduate of Bob Jones University and also attended the University of South Carolina. Matt lives in Pensacola with his wife and two daughters.
Michael Myhre
Senior Financial Advisor
Michael Myhre joined FSA Investment Group in 2020. Through active engagement and discerning the aspirations and motivations of our tribal customers, Mike's primary role is to be a trusted advisor that creates business plans and solutions that exceed our customers' goals for prosperity.
Mike holds nearly 30 years of business and economic development experience, dedicating his career to advocating and securing the success for entrepreneurs and small businesses. Prior to joining FSA, Mike served as the CEO for the Florida Small Business Development Center Network; the state's small business development agency. In this role, Mike provided strategic direction and leadership of the organizations 45 offices and nearly 250 employees.
Prior to his tenure with the Florida SBDC, Mike held the position of Executive Director for the Office of Entrepreneurship and Small Business Development for the State of Minnesota Department of Employment and Economic Development. In this position, Myhre served as administrations liaison and leader state's leading office of entrepreneurial and small business policy and support services, including direction of the Minnesota SBDC Network.
Mike has served as the Board Chairman of America's SBDCs; the association representing the nation's largest small business development organization with nearly 1,000 offices and 5,000 employees. He has also served on the Board of Directors of CareerSource Florida, Florida Economic Development Council, Florida Chamber of Commerce, among others.
Mike is a graduate of the University of Minnesota, Carlson School of Business and Management, and earned a certificate for passing the CPA exam. Mike lives in Pensacola Beach with his wife and has three adult children (Chelsea, Melissa and Dakota) and shih tzu (Chewy).
Taylor Fuller
Senior Financial Analyst
Taylor Fuller joined FSA Investment Group in 2014, and his primary role is to assist tribes with project development and financing. Taylor specializes on projects with complex debt structures and provides customized financial modeling services. Prior to serving in his current capacity, Taylor was the firm's Chief Compliance Officer and the Chief Operations Officer for FSA. Taylor is a graduate of UWF with a Bachelors in Accounting. He maintained excellent academic standing including honors certificates throughout his undergraduate career. In his personal time, Taylor participates in Royal Family Kids which is a mentoring program for children in the foster care system. Taylor holds a black-belt in Tae-Kwon-Do which took 12 years to attain. His values and characteristics are all held true from this discipline.
Brynne Miller
Brynne Miller joined FSA Investment Group in 2019, as part of the financial advisory team assisting tribes with project development and financing. Brynne began her career in municipal finance, serving a nationwide base of public utility clients with an emphasis on bond market transactions. She also has experience in investment banking, with a focus on mergers and acquisitions.
Brynne received her Bachelor degree in Economics from Rollins College and also holds a Master in Mathematical Finance from the University of North Carolina at Charlotte. A native of Pensacola, Brynne currently resides in Charlotte, North Carolina.
Jen Parisien
Jennifer Parisien
Jennifer Parisien joined FSA Investment Group in 2020, and her primary role is to assist tribes with project development and strengthening financial management.
Prior to serving in her capacity, Jennifer was a financial analyst for the Pechanga Band of Luiseño Indians and the Turtle Mountain Band of Chippewa Indians. She also has over seven years of experience working as a legislative policy analyst at the Native American Finance Officers Association where she advocated for tribal government inclusion in the areas of accounting, finance, and economic development. Jennifer is a graduate of Minnesota State University with a Bachelors in Finance and holds a Masters in Finance from Johns Hopkins University.
In her spare time she enjoys spending time with her two daughters and competitively golfing with her husband.
Joshua Preston
Josh joined the firm in March of 2019. Josh's current role is focused on running the day-to-day operations of the firm, conducting financing and investment research, and assisting tribes with project development and financing.
Josh is a graduate of the University of West Florida with a degree in Business Administration. Josh graduated with cum laude honors in December of 2018, while also being a member of UWF's inaugural football team and participating in the Executive Mentor Program. Currently, he is furthering his education through UWF's MBA program. Josh's favorite memory from his undergraduate years was playing for the national championship runner-up football team. In his personal time, Josh enjoys fishing, playing basketball, and going to the beach with his dog, Sky.
Brett Akers
Director of Investments
Brett joined the firm in January of 2017 as the Director of Investments. His focus is on providing investment advisory services to include investment analysis, due diligence research, asset allocation, and portfolio management. Brett is a Chartered Retirement Planning Counselor (CRPC®) and also holds Series 63 and 66 licenses.
Brett brings ten years of financial consultant experience to FSA. Prior to joining FSA, Brett provided financial advice with E*TRADE Capital Management in Atlanta, GA. His role involved relationship management, investment research, asset allocation, and retirement planning.
Brett is a graduate of The University of Georgia, with a Bachelor of Science in Family and Consumer Sciences with a double major in Consumer Economics and Housing. Brett is married and has one Australian Cattle dog. When Brett is not at work, he enjoys fishing, running, and hiking with his wife and dog.
Micheal Alexander
Micheal currently holds the position of Chief Compliance Officer (CCO) / Investment Analyst. As the Firm's CCO, Micheal maintains the compliance culture and required documentation for FSA Investment Group as well as facilitating interaction between the regulating governmental bodies. Micheal's Investment Analyst role includes managing the firm's day-to-day investment operations, conducting investment research, managing the client on-boarding process, executing client trades, providing quarterly reporting, maintaining FSA client records, and assisting with business development project execution.
Before joining FSA, Micheal worked as a Junior Marketing Analyst with Gulf Winds Federal Credit Union in Pensacola, Florida. His role involved the development of marketing campaigns, tracking return on investments in marketing campaigns, and target marketing analytics. Micheal is a graduate of The University of West Florida with a degree in Public Relations and a Master's in Business Administration. Micheal currently serves on the Board of Directors of Pathways for Change. When Micheal is not at work, you can find him at a major sporting event, playing basketball, golfing, or traveling to a different city to find the best food.
Randall Wells
Randall is a Registered Investment Advisor that focuses on high net worth clients. Prior to joining FSA Investment Group in 2014, Randall was a partner with a regional accounting firm with 14 years' experience serving entrepreneurs and high net worth individuals.
Randall graduated Suma Cum Lade from the University of West Florida with Bachelor degrees in Accounting and Finance in 2000.
Dan Kopack
Dan is a Certified Financial Planner™ and a retired Certified Public Accountant with 30 plus years' experience. He joined the FSA Investment Group in 2013 after leaving a local wealth management firm in which he was a partner for eleven years. Dan has been active in his home City of Gulf Breeze, serving on the City Council for ten years and the Chairman of numerous Boards. Dan works primarily with families assisting them with various aspects of their financial needs.
Karen Swann
Administrative Support Specialist
Karen Swann joined FSA Investment Group in 2020 as an Administrative Support Specialist, bringing a desire to execute administrative duties, general clerical and technical services. She graduated from The Baptist College of Florida in May 2015 with a Bachelor's degree in Leadership and Christian Education with a focus in Administration. Karen was Vice President of her graduating class. She also received cum laude honors and the Elizabeth Diane Reasoner Leadership Award upon graduation.
Prior to FSA, Karen spent two years working with Big Brothers Big Sisters to impact the lives of at-risk children and families living in the Escambia and Santa Rosa area. A South Georgia native, Karen has been living and working in the Pensacola area for the past four years. When she's not at work she enjoys going to the beach, painting, and baking.
Pensacola, FL Office
212 South Alcaniz Street, Pensacola, FL 32502
Tel: 850.696.1550 Fax: 251.459.6918 Info@fsa-ig.com
Atmore, AL Office
216 Tennant Drive, Atmore, AL 36504
© 2021 FSA. All rights reserved.