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.
Founder
Jason Fagan
Jason is the Founder and Managing Partner of Fagan Financial Group, where he helps individuals, families, and business owners pursue financial confidence through a disciplined, process-driven approach. After a decade with Chesser Financial in Central Illinois, Jason returned to his hometown to expand his reach and better serve the community he calls home.
He began his career in 2008, during one of the most volatile markets in history. Experiencing firsthand how market downturns can impact retirement savings shaped Jason’s mission: to help clients protect what they’ve built while still positioning for growth. Today, he implements a client-first strategy—highlighted by his “buffer strategy”—designed to reduce downside risk while keeping clients on track toward their long-term goals.
Jason believes financial planning should be personal, not product-driven. Every strategy is built around what matters most to the client—whether that’s retiring with confidence, creating income, growing a business, or leaving a legacy.
Known for his approachable style and commitment to service, Jason builds long-term relationships grounded in trust, transparency, and results.
Outside the office, Jason enjoys spending time with his wife, Sarah, and their three children—Ava, Claire, and Judah. He also enjoys traveling, golfing, working out with his Florida and Illinois gym communities, and finding ways to make people laugh.
Wealth Strategist
Josh Ellis
After graduating with a degree in Mathematics from Tusculum University and spending five years coaching basketball at the high school and college levels, Josh transitioned into financial services in 2016. His passion for thoughtful, process-driven planning was sparked by witnessing how the 2008 market collapse derailed the futures of people close to him—and how a lack of long-term care planning created emotional and financial strain in his own family and others in his community.
Josh has been married since 2012 and is the proud father of three daughters. He and his family love to travel, visit Disney, and serve at their local church. Josh still plays basketball several times a week and enjoys coaching his kids and staying active.
Registered Associate
Drew Coursey
Drew is a Registered Associate at Fagan Financial Group, focused on serving clients as a full-time Financial Advisor. He approaches financial planning with a holistic, process-driven mindset, building meaningful relationships and helping clients achieve their long-term vision. Drew believes great advising goes beyond the numbers—it creates clarity, structure, and confidence in every stage of life.
Drew graduated from the Kelley School of Business at Indiana University Bloomington with a degree in Finance. He was drawn to the profession by a desire to help people navigate one of life’s most common stressors: personal finances. He believes that with the right knowledge, individuals are empowered to make sound decisions and pursue opportunities with confidence.
Outside of the office, Drew enjoys working out, golfing, and playing basketball. As a lifelong fan and proud Indiana University alumnus, he greatly enjoys supporting Hoosiers athletics.
Business Coordinator
Cheryl Stephan
Client Relations Specialist
Phyllis Moats
Check the background of your financial professional on FINRA’s BrokerCheck.