• Request a no-obligation consultation with Layman Lewis today!
    Call Us Call Us
    Giving our clients a financial roadmap
    Your Retirement Professional
    Home » Meet Our Team » Julie

    Meet Julie Sperry

    Director of Communications and Event Coordinator
    julie@laymanlewis.com

    Julie Sperry loves meeting new people. That’s just one of the qualities she brings to her role at Layman Lewis, where she organizes all of the events and seminars. She also manages the first appointment process for new visitors to the firm and contributes to marketing projects for the firm. “There is something exhilarating about making a connection with strangers,” she says. “A unique life story is connected to everyone…if only I had more time to hear all those stories!”

    Joining a financial services firm was a career shift for Julie. Before relocating to Colorado, she managed a bakery in Winston-Salem, NC. The bakery was located inside the largest hospital in the city and served many doctors, nurses and patients throughout the day. However, she wanted something different.

    “I was praying for a new opportunity, something that would be fresh and new,” Julie says. “I’ve always had a desire to be financially savvy, but opportunities to learn were scarce. I was so new to all of it that even coming up with questions was overwhelming. I just knew I wanted to know more! Looking back, God had it in his plans to bring me to a place that could fulfill that dream.”

    Julie loves the team atmosphere the firm provides. “Everyone who works here has the same goal: to give 110% at doing their best for others,” she says. “Our advisors are focused on building relationships with their clients. I can breathe easier knowing I work for people who truly want what’s going to benefit the client, not themselves.”

    More About Julie

    Outside of work, Julie loves to travel, whether it’s an hour or a country away. She can often be found doing something outdoorsy with her husband, Jacob, and their dog Sampson. Julie loves mountain biking and hiking with Sampson, as well as shopping and spending time with her mom and sister.

    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.

    AW11161600