President & Financial Professional Alicia Lewis

Alicia is blessed to continue a family tradition of caring for future generations. As a third-generation financial professional, she blends the best practices of traditional financial strategies with modern techniques to help clients pursue their goals — both now and in retirement. To accomplish this, Alicia creates customized strategies with a variety of insurance products for each client, designed to help protect their assets, potentially reduce taxes and possibly even increase retirement income.

“Everyone has a picture of how they want to spend their days when they retire,” Alicia said. “What does the perfect day or year look like in your retirement? There are no wrong answers — it’s all about picturing the right retirement for you, and then putting together the right strategies to help make that vision a reality.”

Family is Alicia’s top priority — a value she shares with many of her clients. She started in the business working alongside her father, eventually launching Layman Lewis Financial Group. Many of the firm’s clients have been with the Layman Lewis practice for more than four decades, and Alicia considers each client part of her extended family.

When it comes to planning for retirement, Alicia knows that everyone has a different “ideal” retirement. That’s why the team at Layman Lewis focuses on creating plans that are customized and personalized for each client’s unique goals.

Alicia holds her life insurance license and has completed a variety of field-specific certifications, continuing educational courses and Elite IRA courses. She has been regularly featured in Lydia’s Style magazine for her efforts to pave the way for other women in the financial world, and her firm has been recognized multiple times as the best financial planner by NOCO Style magazine.