About Us

Meet The

Layman Lewis Team

Layman Lewis 2-24

“Best Of” NOCO Style Magazine and “Advisor of the Year” Finalist by Retirement Advisor Magazine

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 Group is stated or implied. “Best of NOCO Style” is an annual survey conducted by NOCO Style, previously 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 award is not representative of any one client’s experience and is not indicative of future performance.

Helping Coloradans Retire with Confidence since 1984

At Layman Lewis Financial Group, our clients are more than clients. They’re our friends and neighbors. They’re the people we celebrate with during times of triumph and the people we lean on — and those who lean on us — when times get tough.

In short, they’re family, which is why our constant mission is to help improve the lives of those who live in this great state we all call home.

Our roots in Colorado run deep, extending more than three decades. Layman Lewis co-founder Chuck Layman Jr. fell in love with this place during a family trip when he was 15 years old and immediately made it his life goal to one day live in the Centennial State. Chuck achieved that goal 15 years later when he and his wife, Elaine, moved their family to Loveland.

It didn’t take Chuck long to pass his passion on to his children.

“What I love about Loveland is the small-town feel,” says Chuck's daughter, Alicia Lewis, president of Layman Lewis. “I love that we’re so close to mountains. I love that we’re very close to the city. But ultimately, this is a family community, and ours is a business that really invests a lot in our clients, and we become great friends with them.”


Alicia Lewis

President & Financial Professional


Joshua Lewis

Financial Advisor


Jeff Green

Financial Professional



Director, Client Strategy & Growth



Director of First Impressions



Client Services



Funds Transfer and Client Services Specialist



Funds Transfer and Client Services Specialist

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Layman Lewis Financial Group. Layman Lewis Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Layman Lewis Financial Group are not subject to Investment Advisor requirements.

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