Lifeworks Advisors

0 followers

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

Industries

Finance, Investment Management

Headquarters

Grand Rapids, United States

Employees

11-50

Links

Org chart

Ron Bullis

Chief Executive Officer

Ron Bullis

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Alex Mathé-Cathala

Partner & Chief Investment Officer

Kurt Van Dyken

Founder & Partner

Rob Allen

Chief Technology Officer & Partner

Lan Nguyen

Lead Creative Designer

Matthew Gusky

Financial Planner

Henry Morley, PMP

Director of Strategic Partnerships

Teams

This company has no teams yet

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