The mission of Financial Security Group is to provide current, thoughtful and ethical advice to clients while helping them to maintain their financial and social independence.
Financial Security Group was founded in 1999 by President, JoAnn Regan, EA, AZCLDP. As an A+ rated company with the Better Business Bureau, FSG has become the premier “one-stop answer shop”. We arm our clients with current, knowledgeable, factual, and ethical options to help them achieve their individualized goals and maintain financial security. Serving thousands of clients since 1974, JoAnn’s expertise encompasses estate planning, tax and financial planning. JoAnn and her experienced team of advisors, Gerry Barnes and Steven Puckett, proudly offer services to identify solutions from the thousands of options available in order to create a personalized plan to help clients meet their financial and retirement goals. As a company we fully commit ourselves to the philosophy “always do the right thing” for our clients.
JoAnn Regan President
JoAnn is a well-known expert with national training in the matters of senior planning, taxation and finances. Her areas of specialty include working with retirees or soon to retire persons who want to protect their principal and insure that they will not outlive their money. She helps her clients to preserve their capital, increase their income, save money on their income taxes and organize their affairs. She is also one of the nation’s most popular speakers. She has been asked to speak before many civic organizations and church functions. She sponsors her own informational seminars several times each month at various locations in Arizona, Nevada and California.
People who consult with JoAnn find a greater peace of mind knowing that she is dedicated to staying current on senior issues. She has worked with seniors for over 30 years and specializes in Estate Planning, Retirement Planning, Legal Document Preparation and Income Tax Preparation.
D. Jared Gough, IV Vice President
Jared is our Vice President and also marks the third generation of our family to be working with FSG. With nearly a decade’s worth of experience, Jared attends Arizona State University where he is majoring in Pre Law. Jared is an avid reader; if you don’t see him with a book in his hands you can be sure he’s listening to an audiobook. He has two dogs and loves participating in obstacle and endurance runs.
Gerry Barnes V. P. of Marketing
Gerry has been helping seniors find sound financial retirement solutions for 30 years. He is known for his ability to make complex financial strategies understandable through his use of analogies and real life examples. He has earned the respect and appreciation of his clients by achieving the safe and fair investment returns he presents.
Gerry started in the financial business as the manager of a San Jose, CA office with 12 estate planners in 1986. Within a year, he was promoted to district manager, covering eight states with six managers and 70 financial planners. A year later he was promoted to Western Regional Vice President. At the end of 1989, he became an independent agent, and over the last 27 years he has built up a clientele of thousands. Gerry has earned countless top production awards throughout his career as a result of finding the right insurance solutions for his clients’ concerns.
In 2015, Gerry accepted a position with Financial Security Group of AZ, Inc. and moved to Arizona with the love of his life, his wife Barbara. His success is built on his commitment to the financial security of his clients, using the most innovative “safe” investments.
Steven Puckett Client and Annuity Specialist
Steven joined Financial Security Group of AZ, Inc. in 2015. His desire to help his clients protect their hard earned retirement savings has become his passion. His background as a personal banker, and later as a financial manager, taught him the importance of sound financial strategies and individualized attention to each client.
He has become the in-house “go to guy” for final expense and many other insurance solutions. His commitment to service has taken him throughout the state and made him a client favorite.
Steven excels in consultations on living trusts, wills and financial planning for seniors. He is committed to keeping his clients’ assets safe from market fluctuations while still providing a great return.
Julie R. Moll Client Specialist
Brittni Enlund Client Specialist
Lindsey Wilson Client Specialist
Althea Lott, AFSP Client Specialist
Annuities and life insurance can play an essential role in your retirement portfolio by helping to protect what you’ve earned and ensure it lasts. FSG is here to help you make the best decision for your situation. Fill in our form and we will be happy to contact you to discuss your options.