Meet Our Team
A team of wealth management innovators
At Lifeworks Advisors, we’re more than just financial planners. We’re a diverse group of visionaries, united by a singular mission: to revolutionize wealth management and empower you to create the life you truly want.
Leadership team
Tired of generic financial plans that ignore your unique goals? Frustrated by advisors who push products instead of understanding your needs? It’s time for a change. Lifeworks offers personalized strategies tailored to your specific situation and aspirations. Don’t let cookie-cutter advice hold you back.
Ron Bullis
Co-Founder and CEO
Kurt Van Dyken
Co-Founder and Chief Compliance Officer
Advisory team
Our advisory team is the heart of Lifeworks. These are the dedicated professionals who work directly with you. They’re not just here to manage your money—they’re here to help you create the life you envision, providing guidance, support, and expertise every step of the way.
Experience the Lifeworks difference firsthand
Our advisors are ready to show you how you can align your wealth with your values. Book a meeting now and take your first step towards financial freedom.