Lifeworks Advisors

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

Industries

Finance, FinTech

Headquarters

Grand Rapids, United States

Employees

11-50

Links

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Ron Bullis

Chief Executive Officer

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Alex Mathé-Cathala

Partner & Chief Investment Officer

Rob Allen

Chief Operating Officer

Henry Morley, PMP

Director of Strategic Partnerships

Heather Patterson

Chief of Staff

Todd S. Smith

Partner, Financial Planner

Teams

This company has no teams yet

Offices

HQ
6 people · 0 jobs
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