Lifeworks leadership team

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

Rob Allen

Chief Technology Officer

Brett Smith

Director of Operations

Alex Mathé-Cathala

Chief Investment Officer

Marty Bicknell

Board Member, Founder & CEO of Mariner Wealth Advisors

Steve Lockshin

Board Member, Founder & CEO of Advice Period

Dan Meyering

Board Member, CEO of Trillium Investments