Wesley Warren is the President of Financial Security Services Group, Inc. He has over 20 years in the financial and retirement services industry and is a Chartered Financial Counselor (ChFC), a Chartered Life Underwriter (CLU) and holds specific designations for long term care insurance (LTCP) and senior issues (CASL®*). In addition to serving hundreds of personal clients, Wes has trained thousands of agents throughout the United States on the topics of Social Security, retirement planning, estate planning, fixed and indexed annuities, long term care and Medicare. Wes has been a member of the Society for Financial Services Professionals since 2001. He holds a BA from Southwestern University in Georgetown, TX and lives in Flower Mound, TX with his wife and four children.
Financial Security Services Group, Inc., is an independent firm representing dozens of the leading companies as this provides the best opportunity for choice and superior solutions for our clients. By placing the needs of our clients first, insisting on a very personal level of service and providing our clients thoughtful consultations with best-of-class solutions, Financial Security Services Group, Inc. enjoys an excellent reputation within the communities in which its representatives work.
Retirement is complex; the choices we have available in retirement, investments and insurance are vast. Our holistic approach provides expertise on the entire spectrum of retirement issues that have potential financial implications for pre-retirees and retirees.
*The CASL® (Chartered Advisor for Senior Living) designation is earned from the American College of Financial Services in Bryn Mawr, PA. The CASL requires 15 semester credit hours, five proctored exams and takes an average of 18 months to complete.
Robert W. McCann, Jr. is an insurance professional for FSS Group and is the owner of our FSS Group office in San Antonio, Texas. With over fifteen years in the financial services industry, Rob has helped numerous clients plan for their future. As a senior manager with Wachovia and Wells Fargo, Rob helped launch a very successful mortgage retention division and supervised over 60 employees. He also worked with many business owners in providing long term care, supplemental health, life and disability insurance to their employees. As many of his clients aged, Rob expanded his specialty to focus on retirement and income planning. Rob holds a B.S. from Florida State University.
Rob’s wife, Brenda, is his office manager. They have been married for 27 years and have raised five children, three sons and two daughters. Prior to joining Rob in the office, Brenda spent 15 years as a stay-at-home mom raising their children and then 10 years teaching math at Texas Military Institute, serving as the math department chair for four years. She holds a B.S. in mathematics from the University of Texas – San Antonio, where she graduated Magna Cum Laude.
In- House Tax Strategist and Consultant for FSS Group
Nicole Warren is the in-house CPA for FSS Group and has an extensive background in tax accounting for both individuals and businesses. With over 20 years of experience, she brings the experience of private industry accounting, public accounting, business taxation, IRA taxation and tax policy knowledge to the organization.
Nicole began her career with a “big four” firm, KPMG. After several years with KPMG she was offered a position by a KPMG client, CalTex, a multi-billion dollar joint venture between Chevron and Texaco. She was tasked with heading up domestic taxation for CalTex. She transitioned to part-time while raising a family and worked during this time as a tax analyst for a boutique financial planning firm that caters to the dental community. Nicole now brings her experience to the clients of FSS Group.
Nicole earned her undergraduate (BA in accounting, magna cum laude) and Masters of Science in Taxation from Texas A&M University. She is active in the accounting industry as a member of National Association of Tax Professionals. Nicole lives in Flower Mound, TX, with her husband and four children.
FSS Group is not a CPA firm.
David Warren, Jr. has been in the insurance and financial services industry for 25 years. David is a recognized specialist in all things Medicare and has an extensive background and experience in Long Term Care insurance. David also has access to many life and annuity products. He graduated from Grapevine High School and resides in Alvord, TX with his wife and three children.
Dorene is adept at wearing many different hats and doing a multitude of jobs simultaneously in her role at the FSS Group. Dorene has almost two decades of experience as a personal assistant, senior executive assistant, and bookkeeper in a variety of different fields. Her primary responsibilities involve scheduling customer appointments and compiling and reviewing client data. Her careful, systematic approach, ability to work independently and respect for confidentiality are valuable qualities in the various roles she performs at FSS.
Mr. Choate is an experienced attorney with extensive corporate transactional, regulatory and litigation background, with broad civil and commercial litigation background in state and federal courts, and state and federal regulatory agency and lobbying expertise. Craig Choate is a results oriented professional with excellent interpersonal skills, the ability to build relationships and work effectively with senior management.
Strategic Alliances Nick Stovall, CPA/PFS, Stovall & Associates, Ltd. Founder and President for Stovall & Associates, Ltd., Certified Public Accountants. Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote “The Future of Taxation: And How to Prepare.” Stovall has been featured on national media outlets including The Wall Street Journal’s MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.