Lifeworks Advisors, LLC

Zachary Grimes is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Kingswood Capital Partners, Texas Capital Bank Private Wealth Advisors, and Kestra Financial. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and accounting capabilities through affiliated entities.

Michael Demkiw is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and previously worked at Third Tier Wealth Management LLC. He is also involved with Third Tier Advisors as an insurance agent, spending part of his time in fixed insurance sales. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a range of model strategies supported by quantitative and fundamental analysis, while integrating tax and accounting capabilities through affiliated entities.

Christopher Patterson is a financial advisor at Lifeworks Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Innovative Wealth Strategies, LLC, St. Johns Wealth Advisors, LLC, The Patterson CPA Group, Inc., and Wells Fargo Clearing. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and traditional risk-based investment approaches, integrating tax and accounting capabilities through affiliated entities and utilizing a proprietary client portal to support coordination of planning, tax, and reporting.

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.

Christian Smissen is a CFP® and CFA® charterholder with four years of industry experience. He currently works at Lifeworks Advisors, LLC and previously held positions at Bauman Advisory Group, Arista Wealth Management, and Charles Schwab in various capacities. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, employing both planning-based and risk-based investment approaches that include factor-based equity, ETF models, and hedged strategies.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Mark Hemenway is a CFP® with five years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Bankers Life Advisory Services and Benevento Companies. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs a multi-advisor platform managing approximately $1 billion in assets.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, following positions at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, utilizing a mix of model strategies, quantitative and fundamental analysis, rebalancing, and tax-aware portfolio decisions, supported by proprietary technology and integrated tax and insurance capabilities.

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.

Travis Buck is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Vincere Wealth Management, LLC and Charles Schwab. Outside of his advisory role, he is a partner at Vincere Tax, LLC, where he prepares tax returns, trains employees on complex tax structures, and provides ongoing tax advice to clients and businesses. 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, and portfolio management, using both planning-based and risk-based investment approaches with a range of model strategies combining low-cost funds, individual securities, and third-party managers. Lifeworks is noted for integrating tax and accounting services through an owned tax subsidiary and maintaining proprietary client technology, supporting coordinated planning, tax, and reporting.

David Zoller is a financial advisor with Lifeworks Advisors, LLC in Elmhurst, IL, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC, and has been involved with Streamline Financial Services and his own tax preparation and CPA practice, Zoller, Swanson and Company, since 2009. Outside of advisory work, he maintains a financial services blog, produces educational retirement content on YouTube, and serves on the board of a nonprofit organization. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm combines planning-based and risk-based investment approaches, employs model strategies using low-cost funds and third-party managers, and integrates tax and accounting services through affiliated entities to support coordinated financial planning.

Isaac Pineda is a financial advisor at Lifeworks Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he consults on tax and exit planning through Innovation Consulting, LLC and is a licensed insurance agent. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, tax-aware strategies, and proprietary technology integrations.

Joseph Petrelli is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Brian Petrelli Team. Outside of advising, he holds a licensed assistant role with Ascent Realty Group. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses a combination of planning-based and risk-based investment approaches, employs quantitative and fundamental analysis, and integrates tax and accounting services through affiliated entities.