Build & Keep Wealth
We're invested in your success.
Our main focus at Fagan Financial Group is to help people find money that they are losing unknowingly and unnecessarily. Using those dollars found to solidify their financial future preferably without impacting their current lifestyle.
We prefer to focus on process and not financial products when we are partnering with you in your future. Products come and go but having a sound process is timeless.
Jason is the Founder and Managing Partner of Fagan Financial Group. After spending 10 years at Chesser Financial in Central Illinois He has returned to his hometown community to open a second location. Jason started in the Financial Services business in 2008 when the market was at an all-time low. Watching clients deal with losing half of their retirement accounts helped Jason develop the process he uses today. Jason focuses more on process when working with his clients and less on financial products. His main goal is helping get the client to where THEY want to be, not where he wants them to be.
Jason’s driving motivation in life is to help others. He is a 2 on the Enneagram which means he is empathetic, sincere, and warm-hearted. He is friendly, generous, and self-sacrificing, a true helper.
In his free time Jason loves spending time with his wife Sarah and their three children Ava, Claire and Judah doing just about anything. He also loves traveling, golfing, working out with his Florida and Illinois gym families, and trying to make people laugh!
Jason maintains his office and work relationship at Chesser Financial in Champaign, IL and also works with clients nationwide.
Born and raised in Merritt Island Florida, for Josh, Brevard County has always been home. After graduating from Tusculum University with a degree in Mathematics, Josh spent 5 years coaching basketball at the high school and college level.
In 2016, Josh transitioned from coaching basketball into Financial Services. Having seen first hand the hit that the 2008 market collapse took on family and close friends, he is passionate about teaching his clients the importance of process driven financial planning. Educating clients on how money works and how to create generational wealth while enjoying the process is the “why” behind everything Josh does.
Josh and his wife have been married since 2012 and have three beautiful daughters. In their down time they both enjoy traveling, watching Parks and Recreation, and serving at their church.
Nancy Brunetti, with more than 30 years of experience in the financial services industry, has the insight to provide the financial guidance needed to thrive in today’s world. Her credentials include senior leadership positions with multinational financial firms, building her own financial advisory firm, and coaching other advisors across the country. She enjoys supporting her clients in developing solutions to eliminate debt, reduce taxes, and create more spendable income.
Her focus is to share proven financial strategies that allow her clients to realize their full financial potential by ensuring the highest and best use of every dollar at work within their plan.
Nancy began her professional career at Mass Mutual as a computer programmer. She was quickly recognized for her leadership capabilities and selected for the exclusive Management Development Program. After her time at Mass Mutual, Nancy worked at Monarch Life as a senior business analyst and was part of the implementation of the variable life and annuity product lines.
Nancy was then recruited by American Skandia where she worked both as a consultant and employee escalating to the position of Executive Vice President and Chief Operating Officer overseeing all of customer services, operations, and IT for the variable annuity, variable life, and mutual fund development and support.
She was involved in the distribution expansion to broker-dealers, wire houses and banks. Seeking to expand her horizons, Nancy was next recruited by Sage (South Africa) as their Executive Vice President and Chief Operating Officer, as they were expanding their variable annuity operations into the US. Nancy was responsible for all operations in the US, Bermuda, and South Africa. In 2003, after having been involved in many other start-ups and product expansions, Nancy started her own financial services company.
Nancy lives in Merritt Island with her husband Todd. Their five children live in Connecticut, Illinois, and Ohio. They are proud grandparents to Levi, Redding, Avonlea, and Landon. Nancy is a graduate of Mount Holyoke College and her hobbies include reading, volleyball, trivia, singing, watching sports, and spending time with her family.
Nancy is not affiliated with Cambridge Investment Research, Inc.
The Fagan Financial Group proudly operates within TAG Advisors, one of the largest branches at
Cambridge Investment Research. Cambridge is one of the nation’s top independent
Broker/Dealers, recognized in the industry for their innovative financial solutions and values of
integrity, commitment, flexibility and kindness. TAG Advisors has over 280 registered financial
professionals located throughout the United States and over $6 billion in assets under
advisement. As a leader in the financial services industry, this ensemble of independent
financial professionals brings over 40 years of experience in comprehensive financial planning
and client support. This combination of knowledge and independence allows TAG to fully serve
their clients’ needs with customized financial solutions.