Our Team

Jason W. Lewis was drawn to a career path with structure, ownership and the ability to leave a legacy not only for his family but for those with whom he works. Jason joined Northwestern Mutual as a financial representative in 2001, following a successful career at a large corporation in the service industry where he worked for nine years in management. In 2009, Jason formed Lewis Financial, creating the foundation for his legacy.

Casey, the Lead Financial Advisor, grew up in Montgomery County, PA and graduated from Spring-Ford High School in 2015. He attended the University of South Carolina, where he graduated with degrees in Supply Chain and Operational Management and Economics with a minor in French. While on campus, Casey was a brother of Alpha Kappa Psi, the largest professional business fraternity in the country and the founding president of Phi Delta Theta. Casey's passions include soccer, cooking, and reading. He started working for Lewis Financial in 2019, upon graduation. He holds his Series 6, 7 & 63 registrations and is fully licensed in accident, life, and health insurance. Casey is a leader in the practice and handles a majority of the firm’s client interactions.

How can Casey help you?

• Develop savings strategies that work towards accomplishing future personal/financial goals
• Model tax efficient retirement distribution strategies
• Assist in debt optimization and pay down strategies (credit card, student loans, etc.)
• Create investment analysis reports to determine the effectiveness of current invested assets
• Supply quotes - life, disability income, and long-term care
• Schedule medical exams
• Provide general policy and billing information
• Expedite policy owner requests
• Welcome introductions to other high-quality individuals

Nathan is a native of Port Au Prince, Haiti, and currently resides in Lititz, PA with his wife, Jennifer, and their three children. He has been a financial representative with Northwestern Mutual for ten years.

Nate is passionate about helping families reach their financial goals. He believes that financial planning is not one size fits all and that it takes time to develop a plan that works best for each individual client. With his extensive knowledge of the industry and extensive experience working with clients from all walks of life, he is able to help clients identify their personal goals and create a path towards achieving them.

Justin graduated from Campbell University with a Bachelor of Business Administration and concentration in Marketing in 2017. Post-graduation, Justin served as a growth strategist for an international, non-profit organization. He joined the Lewis team in June of 2019 as an Associate Financial Representative. Justin currently holds a Life, Health and Accident license. He is responsible for insurance servicing, client onboarding and case & proposal preparation for Lewis Financial. 

How can Justin help you?

• Supply quotes- life, disability income, and long-term care
• Update client information
• Schedule appointments for Jason
• Schedule medical exams
• Facilitate premium payments
• Provide general policy and billing information
• Welcome referrals

Andrew attended Elizabethtown College in Elizabethtown, PA. He graduated in 2006 with a Bachelor of Arts in Business Administration with a dual concentration in Management and Marketing. Upon graduation, Andrew joined Northwestern Mutual in January of 2007 as a full time Financial Representative. He joined Lewis Financial in 2014 as an Associate Representative and is fully licensed in life, health, long-term care insurance and is NMIS licensed.  Andrew specializes in the insurance component of Lewis Financial.

How can Andrew 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

Steve Blumenthal is the Director of Marketing. Prior to joining Northwestern Mutual in the marketing capacity, Steve held positions with Northwestern Mutual in Talent Acquisition, having joined the firm in 2011 and obtaining Recruiter of the Year for the Eastern Region in 2016. Throughout his career he has honed relationship management skills to build and retain the trust and loyalty of key players and clients. Steve is also a former public school educator and head collegiate coach for over a decade before transitioning into the private sector.

Steve earned his Bachelor of Arts from West Chester University, his Master of Education at Immaculata University, is a graduate of the American College and has obtained a CLF® designation and is Life, Accident, Health Licensed in the state of PA and holds his Series 6 and SIE.

Steve oversees marketing efforts such as:

• Brand Stewardship
• Digital Outreach
• Client Insights
• Public Relations
• Social Media management
• Event Management
• Community Relations

Courtney joined Northwestern Mutual in June 2022 as a Marketing Coordinator, based out of the Guinan Network Office in King Of Prussia, PA. She is a graduate of Villanova University, where she earned her BA in December 2021. Courtney's main focus is to coordinate marketing events, enhance and maintain data hygiene, handle promotional items, and develop and implement individualized brand strategies for advisors. Courtney resides in Philadelphia. Outside of the office, she enjoys spending time with her friends, cooking, traveling and yoga.

Allie joined Northwestern Mutual in July 2021 as the Marketing Coordinator, based out of the Guinan Network Office in King Of Prussia, PA. She is a graduate of Temple University, where she earned her BA in December 2020. Allie’s main focus is to coordinate marketing campaigns, enhance and maintain digital media presence, craft a variety of graphics as well as develop and implement individualized brand strategies for advisors. Allie resides in Philadelphia. Outside of the office, she enjoys spending time outdoors, thrifting, going to farmers' markets and cooking.