Our People

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. As an IRS Enrolled Agent, she is able to assist her clients and their families with income and estate tax return preparation.

Mrs. Regan attended the University of Texas where she majored in business and accounting. She has three children and three dogs. JoAnn spends her free time traveling, boating and volunteering.

Gerry has been helping seniors find sound financial retirement solutions for over      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 has been helping seniors find sound financial retirement solutions for over 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 30 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 solutions for his clients’ concerns.   In 2015, Gerry accepted a position with Financial Security Group 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.

Jared is our Vice President and also marks the third generation of our family to be working with FSG. With over a decade’s worth of experience at FSG, he has become the in-house “go to guy” for many insurance solutions. His commitment to service has taken him throughout the state and made him a client favorite. Jared 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.