Meet Our Team
Nancy Lowrey
Managing Partner
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
Partner
John is a partner of FSA Investment Group and primarily focuses on providing financial advisory services and investment advisory services as a registered investment advisor. John has assisted numerous tribes secure financing for projects and assisted tribes in evaluating investment opportunities. Before joining FSA in 2008, John worked for a large accounting firm preparing clients for and connecting them with venture capital firms and alternative financing options.
John is also the co-founder of CollegeFrog, Inc. (dba AccountingFly.com), the leading recruitment platform in the accounting industry, which was recently named as one of the Best New Technologies in Accounting by Accounting Today Magazine.
John graduated from the University of West Florida with a degree in Marketing as well as a Master’s in Business Administration. John currently serves on the Baptist Healthcare Board, Every Child a Reader Board, and the University Of West Florida College of Business Advisory Board.
Erin Hynek
Chief Investment Officer
Erin holds the position of Chief Investment Officer with the firm; in this role he focuses on providing strategic investment advisory services for the firm's clients. Erin conducts investment analysis and research, asset allocation, and comprehensive portfolio management, design and implementation. Erin is a Chartered Alternative Investment Analyst (CAIA) and also holds a Series 65 license.
Prior to joining FSA, Erin worked for a number of advisory firms, including one of the largest fee-only wealth management firms in the nation as an investment analyst. His role involved the hiring, monitoring and negotiation of fees for commended investment managers. In addition, Erin's responsibilities included asset allocation research, alternative investment research and institutional report writing.
Erin is a graduate of Ball State University, with a Bachelor’s degree in Finance. He is also a 2012 graduate of the Leadership Pensacola program and has volunteered to help deliver the program over the last two years. Additionally, Erin serves on the USO Advisory Board for Northwest Florida.
Taylor Fuller
Chief Compliance Officer
Taylor Fuller holds the position of Chief Compliance Officer. Taylor's Compliance role primarily involves maintaining the compliance culture at FSA and also facilitating interaction between the regulating government bodies. Taylor’s additional responsibilities include providing exceptional service to FSA Investment Group’s (FSA) clients, including serving the many operational needs of FSA’s clients. Additionally, Taylor’s role is to support the FSA Investment Committee as an analyst for the firm.
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 his Church. He played in the worship band during school, and now finds ways to actively participate in the community. Taylor is also involved in the Executive Mentor Program at UWF along with John Hosman. Taylor participates in the annual Start-up Weekend Pensacola event to create innovative business products and strategies. 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.
Dan Kopack
Investment Advisor
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.
Randall Wells
Investment Advisor
Brett Akers
Investment Analyst
Brett joined the firm in January of 2017 as an Investment Analyst. 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 7, 24, 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 two Australian Cattle dogs. When he is not climbing mountains or competing in the Ironman, he enjoys fishing, running, and hiking with his wife and dogs.
Carmen White
Executive Assistant
Carmen joined our team in July 2016 as the Investment Group Executive Assistant. 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.
Tim Wenger
Graduate Assistant
Tim joined our team in May 2016 as an Intern before being promoted to Graduate Assistant in January 2017. Tim’s role includes running parallel systems, developing and maintaining the company website, conducting investment research, maintaining our research management system, utilizing our investment custodian for operational tasks, recordkeeping/maintenance of client records, and assisting with business development project execution.
Tim is a graduate of UWF with a Bachelors in Finance and Management. He is currently working towards his MBA with a focus in entrepreneurism. Tim balanced excellent academic performance while being the captain of the UWF cross-country team and President of both SAAC (Student-Athlete Advisory Committee) and Argo Investing Fund.
Tim stays active in the community through involvement with his church and serving as a Big in the local Big Brothers Big Sisters program.
Partnerships & Memberships
