Pension Planners Securities, Inc.

Our Team

Jon Neubert, President and Owner

Jon Neubert is the President, CFO and owner of Pension Planners Securities/Insurance Services, Inc. He started in the financial industry in the early seventies, specializing in the TSA/403 (b) market with educators. His F.I.N.R.A. licenses include the Series 7, 24, 51, and 66 along with licensing through the California Department of Insurance.

He runs the firms’ commission department along with assisting in the marketing department, looking for qualified Representatives for the Securities firm. His efforts also go to assisting Representatives in expanding their businesses and he continues to enjoy working with his clientele.

Jon, like the other owners of the firm, believes that in order to stay knowledgeable in the financial industry, he must stay in touch with the Americans that are investing today. He does this through his clients, some of whom have worked with him for almost thirty years. On a personal level, he has a daughter, a son and five beautiful grandchildren. He is an avid runner and golfer, spending much of his free time at the course.

Gina Duryea, CEO and Owner

Gina Duryea is the is the CEO, Vice President and owner of Pension Planners Securities/Insurance Services Inc. She entered the financial industry in 1990 and, like the other owners of the Corporation, started by specializing with educators in the TSA/403 (b) market. Her FINRA licenses include the Series 2, 6, 26, 63, and 51, along with her license with the California Department of Insurance.

Today, she still gets great enjoyment out of helping average Americans accumulate wealth in order to enjoy their retirement years. She also has extensive experience in employer sponsored plans including SIMPLE IRA, SEP-IRA, and 401 (k). Her everyday efforts are mostly concentrated in the marketing department, seeking out quality Representatives in the securities and insurance industry and helping them achieve their goals.

She also is in charge of the college recruiting and training, introducing new people to the financial industry. She is married with four children and on a personal basis is referred to as Gina Coco. More than anything else, she enjoys spending her time with her family and expanding her personal relationship with God.

Bill Barker, Chief Compliance Officer and Owner

Bill Barker is the Vice President, Chief Compliance Officer, and owner of Pension Planners Securities/Insurance Services Inc. His FINRA licenses include the Series 7, 24, 53, 63, and 65. He also is licensed through California and Nevada’s Department of Insurance.

Like Jon, he started in the industry in the early seventies, specializing in TSA/403 (b)’s, working with educators. Today, he spends most of his time as our Compliance Officer for the Securities firm, ensuring that our Representatives meet the compliance standards of FINRA. He is in charge of the research department, bringing on new products and mutual fund companies.

He also continues to keep in touch with investors, many of which have not only saved with him, but are now enjoying their retirement years under his financial advisement. Away from the office, Bill is married with two children and three grandchildren. He enjoys spending time at his cabin in Soda Springs, snow skiing, sailing, gardening, sports events and relaxing with his dog, Soda.