Meet Our Financial Consultant Team…
“Stop the guessing game about your finances. Most of us starting from a young age were never taught how to spend, save, invest or budget our hard-earned money. We are all just speeding down the road of life (pedal to the metal) and slamming on the brakes when something bad happens. We want to show you how to cruise through life!”
Jeremy B. Nason, FMM, RFC
President of Found Money Consultants, Co-Founder of the Insurance Pro Shop, Independent Agents Insurance Group. Starting in 1994, he has become an award-winning Financial Consultant, Author, Coach, and Speaker.
Jeremy’s focus is on helping his clients protect their assets, take income and grow their nest egg in the most efficient way.
Areas of focus include:
- Retirement income strategies for lifetime paychecks
- Social Security optimization to help clients maximize monthly benefits
- Wealth preservation to help protect what clients have spent a lifetime accumulating
- End of life planning, protecting your loved one from any financial burdens you leave behind.
- Tax-efficient strategies that help reduce and/or eliminate taxes
- Wealth transfer to efficiently transfer assets to the next generation
Away from work, Jeremy is heavily involved in coaching baseball (Travel, Rec, and Highschool Feeder Teams) with his son Taylor. Jeremy Married his beautiful wife Stacey and have been together for 23 years. Together Jeremy and Stacey have 3 children and 3 grandchildren.
Alex Villa, RFC, CTA
Alex is the newest family member to join the Team. He has obtained his AAS degree in Business Administration and Technical Specialist Certificate. He brings a new outlook, fresh ideas, and unique problem-solving abilities to the table. He is a licensed Insurance Advisor and is qualified as a Certified Trusted Advisor. In April 2018, Alex Received his Registered Financial Consultant Designation.
Outside of work, you will usually find him volunteering at a local Animal Hospital, playing with his dog, Yuffie, or competing in Ultimate Frisbee.
Lew Nason, RFC, FMM, LUTCF
Lew is the creator and co-founder of the Insurance Pro Shop, Independent Agents Insurance Group, and Found Money Management. He is a college graduate in business, with over 3 decades of experience in the financial services industry as an Account Representative, Financial Consultant, Business & Estate Planning Liaison, National Speaker, Consultant, Coach, and Mentor.
Lew has been very happily married to Rosemary since 1968. They have 3 children, 10 terrific grandchildren, and 6 great-grandchildren.
In 2006, Lew, Jeremy Nason each received the highest honor awarded by the State of Kentucky for meritorious service to the citizens of Kentucky, ‘The Honorable Kentucky Colonel’.
In 2008, the US Flag was flown over the United States Capitol to honor Lew Nason for his fiduciary work assisting citizens in accomplishing their money goals and related objectives.
Lew Nason on IARFC Register – International Association of Registered Financial Consultants… For Financial Advisors and Planners
In 2011, Lew Nason, with his son Jeremy Nason were featured in the IARFC Register magazine, Sept. 2011 edition. Lew was featured on the front cover of the magazine.
“Put our combined 50 plus years of experience of helping Middle American families
to eliminate debt, reduce income taxes and plan for their future… to work for you.”