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    Home » Meet Our Team » Julia

    Meet Julia

    Client Services and Transfer Specialist
    julia@laymanlewis.com

    Julia has nearly 20 years in the financial planning and advisory business. She joined the Layman Lewis Financial Group in January 2016 as the Client Services and Transfer Specialist. Previously, Julia served as Operations Manager of a small broker-dealer firm in Golden, CO and is a Registered Parplanner® with the College of Financial Planning. We look forward to putting her many years of client service, administration and operational skills to good use on behalf of the clients of Layman Lewis Financial Group.

    Julia is a native of Loveland, Colorado, where she currently resides with her husband, Philip and their dog, Rufus. Her immediate family is all in the area and she loves all the wonderful things that Loveland has to offer and is proud to call it home. She is looking forward to building relationships with all our clients and being a supportive and valued colleague to the Layman Lewis team in the years to come!

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    Layman Lewis Financial Group provides retirement planning services through the use of investment and insurance products. Through their experience, our professionals help retirees and pre-retirees develop strategies to work towards their financial independence.
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