2015 WOMEN IN BUSINESS PROFILE
Alicia Lewis LAYMAN LEWIS FINANCIAL GROUP PRESIDENT & ADVISOR Give us a description of your business and/or area of specialty. I have been in the financial industry for 13 years. My company, Layman Lewis Financial Group, is an independent, family-owned and operated, full service financial advisory practice that specializes in retirement planning for those on the cusp of retiring and those already enjoying retirement. One of our specialties is that we are a full fiduciary firm, which means we are required to put the client’s needs before our own. I am so proud of our company and our business because I know we are doing the best for every family we represent. We strive to educate through several different avenues. We hold educational programs every month and teach college courses throughout the semester at several different campuses in Northern Colorado. In addition, our radio show, The Layman Lewis Financial Hour, airs twice per week. To what do you attribute your success? I’ve learned to surround myself with successful people and people I enjoy. As a kid I was always told, “You are who you hang with.” It never made sense to me until I surrounded myself with the best of the best. But the most important thing that I attribute my success to is truly caring for the people I serve. It’s all about people, and the relationships we build. What is your favorite part of your job? Helping people accomplish the retirement that they have always dreamt of! Making their dream a reality! So many people dream about their retirement for their whole lives but when they finally arrive, many feel unprepared and anxious about outliving their savings. When you have confidence in your retirement future, you can live the life you've always imagined. We help people do just that through our Retirement Roadmap. Who is your role model? My business partner, who just so happens to be my best friend and my dad! Being third generation in the business, I have learned so much from him. He has invested so much time as my mentor. He is one of a kind! We have such a great time together! I wouldn’t be the person I am today if it wasn’t for him. In what ways do you give back to your community? We truly value our community in Northern Colorado and we would not have the success we’ve had if it was not for that community. So for me, giving back is huge. We are involved in a number of local non-profits: Realities for Children, Larimer County Food Bank, House of Neighborly Service, Foothills Gateway and Namaqua Center. Also on a more national level, during our most recent client appreciation event, we collectively raised over $3,400 for the USO. So not only do we feel strongly about giving back, but so do all of the families we work with and that is truly something I am proud to be a part of. Winston Churchill said it best: “We make a living by what we get. We make a life by what we give.” (970) 669-1225 | www.laymanlewis.com