People

Douglas Smith is a Founding Member of TD Capital Management LLC and serves as our Managing Director: Portfolio Strategies and Financial Integration. Doug is a Certified Public Accountant and an AICPA-accredited Personal Financial Specialist with extensive experience in the investment arena. He received a B.B.A. in Accounting from The University of Memphis in 1982 and a M.S. in 1990. His diverse and extensive financial background includes designing and implementing large institutional cash management systems and consulting for institutional investment portfolios. In addition, he has served as an adjunct professor of economics and business at Rhodes College, The University of Memphis, and Christian Brothers University. Doug is active in numerous civic and professional organizations including the American Institute of Certified Public Accountants. He has chaired the TN Society of CPA's Personal Finance Committee and often serves as a speaker at the committee's annual educational conference. Active in his church, Doug led the vestry of Grace St. Luke's Episcopal Church as Senior Warden, chaired the church's Endowment and Finance Committees, has served as Treasurer of the Diocese of West Tennessee, and as Chair of the Diocesan Finance Committee.  Doug is a member of the Economic Club of Memphis.

N. Gordon Thompson is a Founding Member of TD Capital Management LLC and serves as our Managing Member.   In addition to his Certified Public Accountant designation, he has also obtained the designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Valuation Analyst (CVA), and Personal Financial Specialist (PFS). Born in 1953, Gordon received his B.B.A. in Accounting from the University of Mississippi in 1975. He served as managing member of Thompson Dunavant PLC from 1991 through 2009 and currently is a Managing Director of CBIZ MHM Thompson Dunavant and a shareholder in Mayer Hoffman McCann P.C.. These entities operate collaboratively as one of the top ten accounting service providers in teh United States. Gordon has spent his career focusing on tax and financial planning solutions for individuals, their families, and their businesses. He serves on the Board of Directors of American Health Centers, Inc. and Evolve Financial Group, Inc. He also serves on the Audit and Compensation Committees of these Boards. Gordon is quite active in civic organizations, including past President of the Board of Trustees of Memphis Museums, Inc., former Director and Finance Chairman of the Leadership Memphis, former Director and former Chairman of the Board of Christ Methodist Day School, and the current Treasurer and Chairman of the Finance Committee of Memphis Leadership Foundation and Board Member of The Community Foundation of Greater Memphis. 

John Harrell is the Director of Portfolio Services and Research at TD Capital.  He leads the team of analysts by reviewing clients’ goals and objectives and implementing investment strategies.  John also serves on the Investment Committee as Lead Strategist, where his market research, valuations, and forecasts contribute to the firm’s strategic and tactical investment allocations.

John joined TD Capital in 2004.  His current role as Portfolio Manager, and past role as Portfolio Analyst, contributed to the development of his analytical skills and investment knowledge.  John received his CFP® (Certified Financial Planner) certification in 2009 and his AAMS® (Accredited Asset Management Specialist) designation in 2007.  He received his M.B.A. from Christian Brothers University and B.B.A. in Finance from the University of Memphis.  John is a member of the Financial Planning Association.

Peggy Campbell serves as our Manager of Client Services.  She is the primary point of contact with TD Capital and guides accomplishment of our clients' service needs.  Peggy received a master’s degree from Southern Methodist University and has a bachelor's degree from Hollins University.

Jay MCDonald joined TD Capital in June of 2007 and serves as Senior Portfolio Analyst.  His responsibilities include reviewing and implementing investment strategies as well as conducting Traditional Equity research for the Investment Committee.

Jay graduated magna cum laude from Christian Brothers University with a B.B.A. in Finance.  He holds the Accredited Asset Management Specialist (AAMS®) designation.

Lee Lacy joined TD Capital in March of 2008 as the Client Services Coordinator.  He has since transitioned into the role of Senior Portfolio Analyst and his responsibilities include reviewing and implementing investment strategies, conducting Fixed Income research for the Investment Committee, quarterly client reporting, billing, and coordinating software/technology utilized by TD Capital.  He is also a member of the Compliance Committee. 

Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Accredited Asset Management Specialist (AAMS®) designation.  Prior to joining TD Capital, Lee spent several years working in the Broker-Dealer industry.  He received his B.B.A. in Finance from The University of Tennessee at Knoxville. 

Rachel Motes joined TD Capital after spending several years in the non-profit world - working for notable organizations such as ALSAC/St. Jude Children's Research Hospital and the American Heart Association.  She received her bachelor's degree from The University of Mississippi, where she studied marketing communications.  Rachel's background and experience help direct TD Capital's marketing efforts as well as assisting with client service needs.