Lifeworks Advisors

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

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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