Our mission is to empower our clients to live the lives they want
While Ron and Kurt were young advisors at a large national financial firm in 2008, they realized that the wealth management industry was broken. They decided they wanted to fix the flawed traditional approach to financial planning and unite behind a shared mission of helping clients connect their life’s work to what matters most to them. This led them to create Lifeworks in 2017.

Since then, they’ve been able to help clients gain clarity and confidence that empowers them to make wise decisions with their family and financial wealth. They’ve witnessed the joy clients have as their children grow up and are sent off to college into adulthood. They’ve helped business owners achieve their dream of selling their company.  They’ve walked alongside clients as they prepare to transition into retirement or their next big adventure.

They are grateful that they get to help people pursue their dreams and build wealth for the future. This is the purpose that propels Lifeworks forward. Our hope is that we can help as many people as possible plan purposefully for the future and live richly today.