Staff
Jason W Lewis knows that when you become his client, you place your trust in him to help make your vision a reality. He strives for excellence in the service of clients who are making some of the most important decisions of their lives, and has carefully chosen expert staff to fulfill this commitment.
Jennifer M Robustelli
Associate Financial Representative
j.robustelli@nmfn.com
(610) 225-6553
Jennifer graduated in 2004 with a Bachlor of Arts in English and Communications with a minor in Business and Math from Cabrini College in Radnor, PA. Jennifer has been apart of Lewis Financial since 2004. Jennifer is an Associate Representative whom is fully licensed in life, health, long-term care insurance and is NMIS licensed. Jennifer specializes in the insurance end of Lewis Financial.
How can Jennifer help you?
- Supply quotes- life, disability income, and long-term care
- Schedule appointments for Jason
- Schedule medical exams
- Provide policy values
- Expedite owner/beneficiary changes
- Process changes to your billing methods
- Facilitate premium payments
- Provide general policy and billing information
- Expedite policy owner requests
- Update client information
- Welcome referrals
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Erik M Brown
Associate Wealth Management Advisor
erik.m.brown@nmfn.com
(610)225-6522
Erik attended the Rohrer College of Business at Rowan University in Glassboro, NJ. He graduated in May 2006 with a Bachelor of Science in Business Administration with a dual specialization in Finance and Management. Upon graduation, he entered the Financial Services Industry in July 2006 as a Financial Representative and has been a member of the Lewis Financial since February 2008. Erik is currently a licensed Associate Financial Advisor specializing in Mutual Funds, Equity, and Debt investment securities for your Brokerage or Advisory account. He also specializes in Variable Annuities.
How can Erik help you?
- Providing financial market information & news
- Providing clients with account balances
- Assisting in asset allocation strategies
- Assisting in risk management strategies
- Provide mutual fund, equity, and/or debt securities recommendations
- Buying/selling of mutual funds, equity, and/or debt securities
- Provide investment and/or account performance, returns, and history
- Facilitate account paperwork
- Facilitate account transfers
- Update client information
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