Lifeworks Advisors is a multi-generational team of seasoned wealth advisors, daring financial innovators, and talented software engineers that together developed the first liability-driven wealth management system to fix the flawed traditional approach to financial planning and investing.
Ron Bullis
Co-Founder and CEO
Kurt Van Dyken
Co-Founder and Chief Compliance Officer
Hugo Castalan
Chief Operating Officer
Alex Mathé-Cathala
Chief Investment Officer
Rob Allen
Chief Technology Officer
Marty Bicknell
Board Member, Founder & CEO of Mariner Wealth Advisors