Nate Lewis

Lewis Wealth Management Group

Financial Advisor

Director Of Operations

Iron Bull Financial

Founder

Iron Bull Tax Pros

Co-Founder

1st Gen Entrepreneurs

Member

Research Financial Strategies.

Financial Advisor who likes working with Entrepreneurs/Business Owners.  Also specializes in 401k and 403b advice.

Sales Assistant

Reducing Your Tax Liability | Creating Simple 1-page Financial Plans | Dad x 2

Nate has worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009.   He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.

Nate focuses on assisting sales and marketing professionals simplify their finances.  

Nate has been in marketing and sales basically his whole career.  He's lead both of those roles at Lewis Wealth and Iron Bull and helped them grow into the companies they are today.


https://www.lewiswealthmanagementgroup.com/disclosure

The Villages Charter School

Teaching Assistant

Catalyst Capital Advisors

Business Development Representative & Hybrid Wholesaler

Keystone National Properties, LLC

Associate Vice President - West

American Pacific Mortgage

Production Education Content Developer & Trainer

Big Valley Mortgage

Loan Officer Lic. CA, TX 1754090 & AZ LO-1014979
American Pacific Mortgage NMLS 1850
Branch NMLS #2225
Equal Housing Opportunity
Licensed by the Dept. of Business Oversight Under the CRMLA
•	Origination of new business on a regular basis, including taking complete applications and qualifying customers.
•	Licensed in Multiple States including AZ, CA, TX
•	Provide consultations and education on the mortgage transaction, teaching about what to expect, setting the timelines and expectations.
•	Qualify borrowers; pull credit; run AUS; price loans; collect documentation; follow-through with client and loan until closing; and own the client experience to ensure expectations are met and customers are happy.
•	Set fees and order disclosures – follow up to ensure proper documentation is appropriately signed/acknowledged by Borrowers
•	Work with processor for pipeline management, alignment and collecting missing or additional documentation/information as requested.
•	Price & Lock the Loan
•	Keep Encompass records updated and accurate at all times
•	Lead Person on transaction, including all communication to team members and interested parties
•	Ability to develop and maintain a personal business plan which includes all aspects of loan originations from customer service, maintaining and building relationships, networking, marketing/prospecting, knowledge of products and the industry, etc.

•	Mentoring new to the industry Mortgage Loan Officers through training in the following:
-	Accountability to daily, weekly, monthly objectives and assignments.
-	 Refine interpersonal skills to facilitate and guide clients through the loan process.
-	 Seek industry relationships and create a personal brand.
-	Create a social media presence to help build network, create, and maintain long lasting  professional relationships.
-	Master mortgage systems, best practices, and APM state of the art technology tools.
•	Onboarding New Branch Loan Officers
•	Certified Integration Loan Officer

Sr. Loan Officer

Elite Massage Therapy

As the Owner:
*Researched and developed plans to open a Massage Therapy Office
*Obtained proper licensing, certifications and registrations to conduct business.
*Business Management
*Knowledge in Quickbooks
*Reviewed Financial Documents
*Budgeting
*Created and designed marketing materials and advertisements
*Created necessary client forms including client waivers, Insurance intake forms,prescription referrals, and Medical release forms.
*Developed website
*Social Media outreach to build clientele
*Insurance Billing
*Reviewed patient's records to ensure that the services were properly performed, documented, and billed.
*Managed inventory

As the Massage Therapist:
*Built long-lasting relationships with clients using effective communication to ensure my clients' trust in me.
*Talk and listen with clients about symptoms, medical history, and desired results
*Evaluate clients to locate painful or tense areas of the body
*Provided safe, appropriate, and effective massage techniques with a pleasant and enthusiastic attitude at all times
*Manipulate muscles or other soft tissues of the body
*Assessed the needs of each customer individually and selected appropriate treatment
*Observed client reactions to massage and modified as necessary
*Provide clients with guidance on stretching, strengthening, overall relaxation, and how to improve overall mobility.
*Document client’s condition and progress 
*Provided excellent customer care
*Worked alongside Doctors and Chiropractors, and patients to provide client with best physical results

Additional Certifications:
*Certification in Medical Massage Therapy 2014
*Certification in Neuromuscular Therapy 2013-2014

Owner

Amy Angulo

taplio

The Battle

Nate Lewis

Amy Angulo

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