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business profile

The Layman Lewis Financial Group team: Josh Lewis, Alicia Lewis and Chuck Layman


Layman Lewis On Top of Its Game

By Kyle Eustice

“Run your business, don’t let your business run you” was something Chuck Layman’s father used to tell him as a child. It stuck with him and has trickled into not only his business philosophy, but daughter Alicia Lewis’ as well. As the masterminds behind the successful financial group Layman Lewis, Chuck and Alicia are an unstoppable father-daughter duo, but that doesn’t mean they don’t make time for fun. Both outdoor enthusiasts, they’ve learned the delicate balance between work and play. The Loveland-based,


family owned and operated business thrives on this philosophy. It’s part of the reason it’s so successful. Alicia's husband, Josh, makes the trifecta complete.  “I’ve had that philosophy since I’ve been in the business,” Chuck says. “You can really get consumed by your business, especially in the winter because there aren’t a lot of outdoor activities to participate in. So, I hike three mornings a week just to get outdoors. In the summertime, usually from May to September, we do not work on Fridays. That gives us free time. We do a lot of vacationing as well. I like to go places where my phone doesn't work and that’s the way I want it. It’s easy in this day and age to stay connected and you never get a chance to recharge your battery.”  “We have a motto: ‘Work hard, play harder,’”

Alicia adds. “I’ve been taught my whole life to keep work, play and family in balance. Having that balance will allow you to have a life that’s not overly work-related. If you work too much, you get out of balance.” With their philosophy, they’re able to focus on their clients in a way that makes them feel like part of a family. As a premier retirement planning company serving Fort Collins, Greeley, Estes Park, Loveland and Windsor, Layman Lewis assists with insurance, retirement and IRAs. They are fiduciaries, which gives them the ability to really customize each client’s retirement plans.  “When we got into this business together, we sat down and structured how our business model would be,” Alicia says. “We really focused in on our niche market, which is people who are in retirement or approaching retirement between the ages of 50 and 70.”   “We’re now true fiduciaries,” Layman explains. “We don’t work for the large corporations where there’s a menu they have to propose to the client even if it’s not the best thing out there for them. We are totally independent and we work for the client, not a company or shareholders.”  Initially called GrowSecure, Layman Lewis came together in 2005. Since then, it has seen massive growth. In fact, business has doubled every year for the past eight years. They attribute this growth Lydia’s STYLE Magazine

2015-02 Lydia's Style Magazine  

HOME IMPROVEMENT, REAL ESTATE & EXPANDED ABOUT TOWN SECTION This annual issue explores home improvement and real estate trends in Northern C...