Lifeworks Advisors Employee Directory

Lifeworks Advisors corporate office is located in 4095 Park East Ct SE Ste C, Grand Rapids, Michigan, 49546, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Marketing

Operations

Sales

Human Resources

Engineering & Technical

C-Suite

Key Employees of Lifeworks Advisors

HP
Heather Patter...
Chief of Staff
PhoneEmail
PhoneEmail
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PhoneEmail
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Lifeworks Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Lifeworks Advisors

Hundreds of professionals searching for Lifeworks Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HM
Henry Morley
Email Direct
Director, Strategic Partnerships
United States , Michigan , Grand Rapids

JS
James Smith
Email Direct
Service Advisor
United States , Michigan , Grand Rapids

EV
Elizabeth VanOyen
Email Direct
Manager, Growth Marketing
United States , Michigan , Grand Rapids

AA
Alexandra Amoruso
Email Direct
Senior Financial Advisor
United States , Michigan , Grand Rapids

JR
Jeffrey Rainer
Email Direct
Wealth Strategist
United States , Michigan , Grand Rapids

HP
Heather Patterson
Email Direct
Chief of Staff
United States , Michigan , Grand Rapids

JS
Jonathan Spatz
Email Direct
Investment Advisor & Representative
United States , Michigan , Grand Rapids

IP
Isaiah Peterson
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

RK
Ryan Koopmans
Email Direct
Financial Planner
United States , Michigan , Grand Rapids

MH
Mark Hemenway
Email Direct
Financial Advisor
United States , Michigan , Grand Rapids

LN
Lan Nguyen
Email Direct
Lead Creative Designer
United States , Michigan , Grand Rapids

FO
Frank O'Hara
Email Direct
Lead Advisor
United States , Michigan , Grand Rapids

MM
Matthew Mullowney
Email Direct
Head Chief Product Officer, Wealth Management
United States , Michigan , Grand Rapids

TH
Trevor Herin
Email Direct
Partner, Advisor
United States , Michigan , Grand Rapids

TS
Todd Smith
Email Direct
Partner, Advisor
United States , Michigan , Grand Rapids

CP
Christopher Patterson
Email Direct
Partner, Advisor
United States , Michigan , Grand Rapids

AM
Alexa Martens
Email Direct
Vice President of Advisor Recruiting
United States , Michigan , Grand Rapids

LB
Lily Bullis
Email Direct
Summer Internship
United States , Michigan , Grand Rapids

Former Employees at Lifeworks Advisors

Explore people who held key positions, contributed to Lifeworks Advisors's success, and advanced their careers.

Peter Kaplan

Vice President of Soft... at Restor3d

Worked as Manager, Software Development & React Architec...

at Lifeworks Advisors (2021-2022)

Direct

William Ciske

Lead Financial Planner at SGH Wealth Management

Worked as Financial Planning Associate

at Lifeworks Advisors (2022-2022)

Direct

Jessica Stek

Senior Manager, Strate... at Grand Rapids Area Cham...

Worked as Manager, Client Relations & Special Events

at Lifeworks Advisors (2016-2018)

Direct

Mask Content

Chief Learning Officer at Become Unmistakable

Worked as Coach

at Lifeworks Advisors (2018-2021)

Direct

Mask Content

Founder at Vincere Tax

Worked as Partner

at Lifeworks Advisors (2024-2025)

Direct

Mask Content

Manager, Design & Mult... at RDV

Worked as Creative Director

at Lifeworks Advisors (2021-2022)

Direct

Explore More

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Frequently Asked Questions Regarding Lifeworks Advisors Employees

How many employees does Lifeworks Advisors have?

Lifeworks Advisors has 11-50 employees

Who are Lifeworks Advisors key employees?

Some of Lifeworks Advisors key employees are Heather Patterson

Where is Lifeworks Advisors located?

Lifeworks Advisors’s headquarters are located at 4095 Park East Ct SE Ste C, Grand Rapids, Michigan, 49546, United States

How do I contact Lifeworks Advisors?

Lifeworks Advisors Contact Info: Phone number: (616) 200-6512 Website: www.lifeworksadvisors.com

What does Lifeworks Advisors do?

Lifeworks Advisors specializes in comprehensive financial planning that aligns clients' money with their values and life goals. They offer a range of services including investing, retirement income planning, tax strategies, and business planning, catering to individuals such as accumulators, business owners, and those nearing or in retirement. Thei... Read More

Is Lifeworks Advisors a public company?

Lifeworks Advisors is private company therefore does not currently have an official ticker symbol

See more information about Lifeworks Advisors Employees