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Lifeworks Advisors jobs and careers

Grand Rapids, MI, United States

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About Lifeworks Advisors

Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.

Founded in 2017 by Kurt Van Dyken and Ron Bullis.

FinanceFinTechInvestment ManagementMarketingDigital MarketingFinancial ServicesWealth Management
Founded
2017
Employees
11 to 50
Total funding
$7.5M
Headquarters
Grand Rapids

Leadership

The top of Lifeworks Advisors's org chart, with how many people report into each leader.

RBPhoto of Ron Bullis

Ron Bullis

Chief Executive Officer

23 reports

AMPhoto of Alex Mathé-Cathala

Alex Mathé-Cathala

Partner & Chief Investment Officer

18 reports

TSPhoto of Todd S. Smith

Todd S. Smith

Partner, Financial Planner

HP

Heather Patterson

Chief of Staff

HPPhoto of Henry Morley, PMP

Henry Morley, PMP

Director of Strategic Partnerships

RAPhoto of Rob Allen

Rob Allen

Chief Operating Officer

Jobs at Lifeworks Advisors

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