Our Story

In 2016, Ron Bullis and Kurt Van Dyken left a traditional big box firm and started Lifeworks Advisors, an independent registered investment advisor in Grand Rapids, Michigan. After realizing all the gaps in the client experience of a traditional firm, Lifeworks was built to address 3 major problems in wealth management:
What’s the solution? Lifeworks set out to build it.

Ron Bullis
Founder and President, Lifeworks Advisors

Derek Vermeulen
Chief Investment Officer

Henry Morley
Director of Strategic Partnerships

Brad Ward
VP of Investment Operations

Alex Mathé-Cathala
VP of Investment Strategy

Hugo Castalan
Chief Data Scientist

Brett Smith
Portfolio Manager

Rob Allen
Chief Technology Officer

Chris Bishop
Senior Software Engineer

Peter Kaplan
Senior Software Engineer

Frank Norton
Software Engineer

Julian Shomali
Software Engineer