Meet Layman Lewis Financial Group

Chuck Layman, Jr.

Financial Professional & Co-Founder
chuck@laymanlewis.com

In his 40+ years of helping people plan for retirement, Chuck Layman’s favorite thing has always been seeing a client overcome their fears. “I love seeing someone pull the trigger on retirement,” he says. “It gives me a great feeling knowing we made a ...

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Alicia Lewis

President
alicia@laymanlewis.com

As a third generation financial professional, Alicia Lewis blends the best practices of traditional financial planning with modern techniques to help clients pursue their goals – both now and in retirement. To accomplish this, she creates customized strategies for each client, designed to help...

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Joshua Lewis

Investment Adviser Representative
joshua@laymanlewis.com

Joshua Lewis didn’t choose the financial services profession: it chose him. “As a child, I learned very early that finances need to be carefully managed,” he says. “We were low income and welfare poor. This drove me to learn about money, its function and how commerce worked in ...

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Jeff Green

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 ...

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Sharon Neisen

Director of First Impressions
sharon@laymanlewis.com

When you call or visit the Layman Lewis office, you’ll most likely be greeted by Sharon Neisen. Clients love Sharon’s warm, friendly approach – not to mention the fresh-baked cookies she makes for visitors. But what really stands out about Sharon is her organizational skills.

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“Best Of NOCO Style” is an annual survey conducted by NOCO Style, previously Lydia's Style Magazine. The winner is chosen by an on-line 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 only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Layman Lewis Financial Group are not affiliated companies.

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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