Lifeworks Advisors Information
Contact top employees from
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
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
FinTech, Wealth Management, Financial Advice
Founded
2016
Contact Lifeworks Advisors
Organization Website
Social Links
Phone Number
616-200-6512
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at Lifeworks Advisors shows a diverse range of experience levels:
13% have been with the company for less than 1 year27% for 1–2 years27% for 3–4 years27% for 5–7 years7% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Lifeworks Advisors
Josh Bennett
Partner
Chris Gervat
Financial Advisor
Chris Mercer
Financial Advisor
Brett Smith
Portfolio Manager
Heather Patterson
Chief of Staff
Eric Olivero
Lead Financial Planner
Eric Restrepo
Lead Advisor
Kurt Van Dyken
Founder & Partner
Tim Uihlein
Partner & Senior Advisor
Trevor Herin
Financial Advisor, CFP®, ChFC®
Elizabeth VanOyen
Growth Marketing Manager
Jonathan Spatz
Investment Advisor Representative
Matthew Mullowney
Chief Product Officer & Head of Wealth Management
Renee Marinez
Financial Advisor
Chris Bowman
Partner | Sr. Advisor
Gabe Mattick
Associate Financial 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
