• Request a no-obligation consultation with Layman Lewis today!
    Call Us Call Us
    Phone: (970) 669-1225 / info@laymanlewis.com / Visit Us!
    Giving our clients a financial roadmap
    Your Retirement Professional
    Home » Meet Our Team » Julia

    Meet Julia

    Client Services and Transfer Specialist

    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!

    Your Copy of the Guide
    "Your Retirement Income Planning Checklist”
    Discover the 10 things you’ll need to consider in creating your retirement strategy.
  • Layman Lewis Financial Group
    Who We Are
    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.
    » Learn More
    Our Focus
    Layman Lewis takes a comprehensive approach to retirement planning and can give you the flexibility you need to develop a custom retirement portfolio.
    » Find Out How
    Upcoming Seminars
    View our calendar of upcoming seminars. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events

    “Best Of” is an annual survey conducted by Lydia’s Style magazine. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Layman Lewis Financial group. The designation is not representative of any one client’s experience and is not indicative of future performance.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Layman Lewis Financial is stated or implied.