Christopher Bowman is a CFP® professional with 13 years of industry experience, currently serving at Lifeworks Advisors, LLC since 2023. His prior experience includes roles at LPL Financial, LLC, J.P. Morgan Chase, Bank, N.A., JPMORGAN Securities, LLC, and USANA Health Sciences. Outside of his advisory work, he serves as Treasurer for the Douglas Elementary Parent Teacher Organization. Lifeworks Advisors, LLC serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers comprehensive wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing both planning-based and risk-based investment approaches that incorporate quantitative and fundamental analysis along with a variety of model strategies.

James Smith is a Series 65-licensed advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, where he has worked since 2026. Prior to joining Lifeworks, he was employed at Consumers Credit Union and spent seven years with University Christian Outreach. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management through a combination of planning-based and risk-based investment approaches, integrating tax and accounting services to support coordinated financial solutions.

Thomas Herin is a financial advisor at Lifeworks Advisors, LLC with Series 65 credentials and two years of experience in the industry. Prior to joining Lifeworks Advisors, he worked at Corewell Health for eight years and at Amway Hotel Corporation for six years. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a blend of planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

Eric Olivero is a CFP® practitioner with eight years of industry experience, currently serving at Lifeworks Advisors, LLC since 2018. Prior to joining Lifeworks, he worked for University Christian Outreach for four years. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and portfolio management, utilizing both planning-based and risk-based investment approaches with a combination of low-cost funds, individual securities, and third-party managers.

Trevor Herin is a financial advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at several firms including Northwestern Mutual and Mass Mutual before joining Lifeworks Advisors in 2017. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management services using a combination of planning-based and risk-based investment approaches, supported by quantitative and fundamental analysis and proprietary technology.

Christopher Gervat is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation with nine years of industry experience. His prior experience includes three years with Baird and five years with True Lacrosse LLC. He is also an independent insurance agent. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through discretionary and non-discretionary services. The firm employs both planning-based and risk-based investment approaches, integrating tax and accounting capabilities and maintaining an affiliated insurance business within a multi-advisor platform managing approximately $1 billion in assets.

Ronald Bullis is a financial advisor at Lifeworks Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual and Mass Mutual. Outside of his advisory role, he serves as a board member for the Ella Bullis Foundation, which supports families affected by premature birth, and he volunteers as treasurer for the Traffic Squad Fund with the Kent County Sheriff Department. Lifeworks Advisors serves a diverse client base with comprehensive wealth management, financial planning, and retirement advisory services, employing both planning-based and risk-based investment approaches and offering integrated tax and insurance services through affiliated entities.

Isaiah Peterson is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Lifeworks Advisors, he worked in various roles including four years at Grand Valley State University and three years at Burgess Concrete. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management. The firm utilizes both planning-based and traditional risk-based investment approaches, combining low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and artificial intelligence tools.

Kurt Van Dyken is a financial advisor at Lifeworks Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Mass Mutual. Van Dyken is also involved in the sale of life and health insurance, long-term care, disability, and fixed annuities. Lifeworks Advisors serves a diverse client base, offering wealth management, financial planning, retirement advisory, and portfolio management through discretionary and non-discretionary services. The firm employs a planning-based or risk-based investment approach using a variety of model strategies, integrates tax and accounting services, and operates a proprietary client portal, supporting coordinated financial planning and reporting.