Back to the top

Our Story + Team

Our Story

In 2016, Ron Bullis and Kurt Van Dyken left a traditional wealth management firm and started Lifeworks Advisors, an independent registered investment advisor. After realizing all the gaps in the client experience of a traditional firm, Lifeworks was built to address 3 major problems in wealth management:

  1. Outdated business model

    Many advisors are stuck in platforms with minimum account sizes or mandated client fee structures, and they are disincentivized to charge a fee for planning because they are not compensated fairly by their firm for doing that work. Advisor compensation is too often not aligned with financial planning activities but instead is aligned with assets under management or product sales.

  2. Client experience + advisor technology

    A disconnected client experience and advisor technology that lags way behind modern FinTech allows robo-advisors to gain an easy advantage against a traditional advisor. The technology advisors are using with their clients is clunky, outdated, and takes far too many steps (and time) to do the simplest of activities, like opening investment accounts or building a financial plan.

  3. Predictable + scalable client acquisition

    If you are a growth-oriented advisor wanting to build a solid practice of clients who you enjoy working with and who value your advice and expertise, there's no predictable and scalable way to do so using traditional methods. It's time consuming, unreliable, and getting more difficult each year.

What’s the solution? Lifeworks is building it.

Ron Bullis

Founder and President, Lifeworks Advisors

Derek Vermeulen

Chief Investment Officer

Chris Gervat

Lead Advisor

Skyler Mills

Director of Business Development

Dan Case

Creative Director

Lan Nguyen

Lead Creative Designer

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

Copyright © 2020 Lifeworks Advisors. All Rights Reserved | Lifeworks Advisors is a registered investment advisor | Visit lifeworksadvisors.com | Privacy Policy | Disclosures