Lifeworks Advisors Information
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Lifeworks Advisors
Summary
Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth manage...Show more
Organization Website | lifeworksadvisors.com |
Social Links |   |
Phone Number | 616-200-6512 |
Industries | |
Headquarters Location | 4095 Park East Ct SE, Kentwood, Michigan, 49546 US |
Employees Size | 10-50 employees |
Specialties | FinTech, Wealth Management, Financial Advice |
Founded | 2016 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at Lifeworks Advisors shows a diverse range of experience levels:
6% have been with the company for less than 1 year11% for 1–2 years22% for 3–4 years39% for 5–7 years22% for 8–10 yearsDiscover More
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Lifeworks Advisors
Matthew Mullowney
Chief Product Officer & Head of Wealth Management
Alexa Stepanovsky
Vice President of Growth
Chris Bowman
Partner | Sr. Advisor
Lan Nguyen
Lead Creative Designer
Frank OHara CRPC®
Lead Advisor
Ryan Koopmans DVM
Financial Planner
Rob Caldwell
Wealth Advisor
Mark Hemenway
Financial Advisor
Ian Wardle
Partner | Financial Advisor
John Falcon
Intern Associate Financial Planner
Isaiah Peterson
Financial Advisor
Colby Langeler
Intern Advisor
Ryann Mariner
Service Advisor
Cheston Opsasnick
Software Development Engineer
Chris Gervat
Financial Advisor
Brett Smith
Portfolio Manager
Heather Patterson
Chief of Staff
Eric Olivero
Lead Financial Planner
Shandra Redwine
Organic Social Media Manager
Eric Restrepo
Lead Advisor
Kurt Van Dyken
Founder & Partner
Tim Uihlein
Partner & Senior Advisor
Trevor Herin
Financial Advisor, CFP®, ChFC®
Kory Kearney
Director of Video Content
Elizabeth VanOyen
Growth Marketing Manager
Jonathan Spatz
Investment Advisor Representative
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FAQ
Lifeworks Advisors operates in the Finance industries. More details can be found on the official website: lifeworksadvisors.com.
The headquarters of Lifeworks Advisors are located in Kentwood, United States.
You can contact Lifeworks Advisors by phone at 616-200-6512.
Lifeworks Advisors currently employs 10-50 people.
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