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    Meet Layman Lewis Financial Group

    Chuck Layman

    Chuck Layman, Jr.

    Financial Professional and Co-Founder
    chuck@laymanlewis.com

    Chuck has acquired over 35 years of experience as a financial professional and is a second generation licensed insurance professional. Throughout his career, Chuck has become well versed in helping preserve assets for retirees and creating steady income streams.

    Learn more about Chuck

    Alicia Lewis

    Alicia Lewis

    Financial Professional and Co-Founder
    alicia@laymanlewis.com

    Alicia is a third generation financial professional who brings youthful determination that is coupled with innovative ideas to match the ever changing financial world. As a licensed insurance professional, Alicia strives to assist retirees in meeting their financial needs ...

    Learn more about Alicia

    Chuck Layman

    Joshua Lewis

    Investment Adviser Representative
    joshua@laymanlewis.com

    Joshua Lewis is a licensed Investment Adviser Representative, as well as a licensed insurance professional. His analytical and detail oriented nature constantly proves its value, not only in the active management of client’s assets, but also in the case design and analysis process for the future clients ...

    Learn more about Joshua

    Jeff Green

    Jeff Green

    Servicing Advisor
    jeff@laymanlewis.com

    Jeff joined Layman Lewis in 2016, moving from the more corporate, transaction-oriented side of the financial services industry with Edward Jones to the more relational, comprehensive planning and professionalism offered to clients of Layman Lewis. He appreciates the contrasts and looks forward...

    Learn more about Jeff

    Carrie Lawrence

    Carrie

    Director of Communications & Events Coordinator
    carrie@laymanlewis.com

    Carrie had many years of experience in the financial services industry before joining Layman Lewis Financial Group as the Client Services and Transfer Specialist in early 2015. She has now taken on the Director of Communications and Events Coordinator role ...

    Learn more about Carrie

    Chuck Layman

    Sharon 

    Director of First Impressions
    admin@laymanlewis.com

    Sharon has served as an administrative assistant in a variety of office settings for people of all ages.  She managed the front desk of an orthodontist office for several years where she developed friendships with many of the families.  More recently she worked for a company that provided seniors with ...

    Learn more about Sharon

    Beth 

    beth@laymanlewis.com

    Beth joined the Layman Lewis Financial Group family in January 2018 as the Client Services and Transfer Specialist. She brings years of customer service related experience to the table ...

    Learn more about Beth

    Your Copy of the Guide
    "Your Retirement Income Planning Checklist”
    Discover the 10 things you’ll need to consider in creating your retirement strategy.
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    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.
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    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.

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