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Associate Advisor
jeff@laymanlewis.com
Relationships, family and faith: These are the three most important core values for Jeff Green, Associate Advisor. “Relationships are the substance of life,” he says. “Family is the core. And faith in God is the source of life.”
Jeff appreciates working with a firm that holds these same values. “I started and trained with a ‘big box’ organization,” he says. “I was dissatisfied with their methods. They weren’t training me to be an advisor; they were training me to be a salesman. I wanted more, and that led me to Layman Lewis.”
The culture of the firm felt different immediately. “Our firm pays special attention to client relationships,” Jeff says. “We also hold ourselves to a high degree of integrity and focus on what’s best for the client. I appreciate – and I know our clients appreciate – the unique team approach to financial advising.”
As an associate advisor, Jeff is highly involved in all aspects of the financial planning process. He meets with clients regularly to review their progress, assists with all aspects of the business process, and keeps up to date with current technology and products that might benefit clients.
Jeff chose the financial services industry for two reasons: he loves people and solving problems. “This job is a unique blend of both,” he says. “I love watching people go through the process. When we put together a plan for them and see the financial confidence it brings – that’s rewarding!”
He’s also honored to support clients in hard times. “We walk through tragedies with our clients, such as losing a spouse or family member,” Jeff says. “We know that since they had a plan, they have a foundation to land on through the grieving process and they don’t have to worry about money through the difficult time.”
Jeff and his wife, Mary Beth, spend much of their time with kids and grandkids. They’re all big sports fans, and are usually either playing or watching football, hockey or basketball. Jeff also enjoys playing his guitar and is active in his church and community projects.
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.
Layman Lewis takes a comprehensive approach to retirement planning and can give you the flexibility you need to develop a custom retirement portfolio. 
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