Teamwork

Our unique approach begins with your family’s values and vision, helping you to connect your financial assets—your life’s work—with what is most important to you.

2008

The vision for our firm started in 2008 when Ron & Kurt joined forces to tackle a project for a prospective client. During that project we learned an important lesson: working together as a team allowed us to produce far better results and experiences for our clients.

While the business model for most other advisors in our industry was to operate as solo practitioners, we were committed to building a high-performance team that could leverage our unique skills, be more efficient, and allow us to focus on what’s most important to our clients: helping them live the life they believe in.


2016

Lifeworks Advisors is launched


Today

Our commitment to each client is to have a relationship that is founded on the following key elements:

  • Transparency: Clear and simple-to-understand fee-based planning agreements.
  • Fiduciary relationship: We work for our clients and not for a large firm. We always put the client’s interest ahead of our own.
  • Strategy before products: Each client needs to have a well-documented strategic plan that serves as a roadmap for how they can live the life they want. This needs to be in place before any decisions are made about investments, insurance products, tax strategies, legal documents, etc.

Lifeworks is a multi-generational team that provides wealth management services and strategic advising to successful families, professionals, businesses, & entrepreneurs.

Wealth Management Team


Ron Bullis

Co-Founder & President

Kurt Van Dyken

Co-Founder & Advisor

Trevor Herin

Advisor, CFP® ChFC®

Chris Gervat

Advisor

Eric Olivero

Director of Advisor Experience

Investment Team


Derek Vermeulen

Chief Investment Officer

Brad Ward

VP of Investment Operations

Alex Mathé-Cathala

VP of Investment Strategy

Hugo Castalan

Chief Data Scientist

Brett Smith

Portfolio Manager

Creative and Marketing


Daniel Case

Creative Director

Lan Nguyen

Lead Creative Designer

Skyler Mills

Director of Business Development

Technology Team


Henry Morley

Director of Strategic Partnerships

Rob Allen

Chief Technology Officer

Chris Bishop

Senior Software Engineer

Peter Kaplan

Senior Software Engineer

Frank Norton

Software Engineer

Julian Shomali

Software Engineer