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.
Co-Founder and CEO
Co-Founder and Chief Compliance Officer
Chief Operating Officer
Chief Investment Officer
Rob Allen
Chief Technology Officer
Board Member, Founder & CEO of Mariner Wealth Advisors
Board Member, Founder & CEO of Advice Period
Board Member, CEO of Trillium Investments
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