Lifeworks Advisors, LLC

Michael Demkiw is a financial advisor at Third Tier Wealth Management in Jericho, NY, holding a Series 65 designation with four years of industry experience. He has been associated with Third Tier Advisors since 2012 and focuses part of his time on fixed insurance sales as a licensed insurance agent. Third Tier Wealth Management is an independent registered investment adviser serving individual and business clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, supplemented by individual securities and tactical rebalancing, and utilizes third-party platforms to enhance its offerings.

Christopher Patterson is a financial advisor at Lifeworks Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Innovative Wealth Strategies, St. Johns Wealth Advisors, and The Patterson CPA Group. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management and financial planning services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based “tranche” investment approach combined with factor-based and smart-beta strategies.

Christopher Bowman is a CFP® professional with 12 years of industry experience, currently serving at Lifeworks Advisors, LLC since 2023. His prior roles include positions at LPL Financial, J.P. Morgan Chase, and JPMORGAN Securities. Outside of his advisory work, he serves as Treasurer for the Douglas Elementary Parent Teacher Organization. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based equity strategies and third-party managers.

Leyton Bohren is a financial advisor at Lifeworks Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Lifeworks Advisors in 2025, he worked at Green Dot Bank and has a background that includes five years at Azusa Pacific University. Outside of his advisory role, he also works as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.

Mark Hemenway is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Lifeworks Advisors, LLC since 2023 and previously spent three years with Bankers Life Advisory Services and related entities. Prior to that, he was with Benevento Companies for 12 years. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

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, and previously at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Thomas Herin is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 65 designation. He joined Lifeworks Advisors in 2024 and previously worked at Corewell Health and Amway Hotel Corporation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities through related entities and employs a planning-based tranche approach combined with factor-based and smart-beta investment strategies.

Eric Olivero is a CFP® with seven years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC since 2018. Prior to joining Lifeworks, he worked with University Christian Outreach for four years. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm integrates tax and accounting capabilities through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta investment strategies.

Travis Buck is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Vincere Wealth Management, LLC and Charles Schwab & Co., Inc. 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. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach utilizing factor-based and smart-beta strategies, ETFs, and third-party managers.

Isaac Pineda is a financial advisor with Lifeworks Advisors, LLC in Orange, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he is involved in innovation consulting focused on tax and exit planning. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and utilizes factor-based equity strategies, ETFs, hedged models, options, and third-party managers, while integrating tax and accounting capabilities through affiliated entities.

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, LLC and The Brian Petrelli Team. Outside of financial advising, he has served as a licensed assistant with Ascent Realty Group. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach combined with factor-based and smart-beta equity strategies.

Alex Mathe Cathala is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Aimvest Technologies, Morgan Stanley, Rothschild, and Lazard Asset Management. He also spent time at the Massachusetts Institute of Technology and HEC Paris. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm integrates tax and accounting services through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta investment strategies.

Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, LLC, and Woodbury Financial Services, Inc. Outside of his advisory role, he is involved in non-variable insurance activities. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Trevor Herin is a financial advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 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 individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax preparation and accounting support through affiliated entities and employs a planning-based tranche approach combined with factor-based and smart-beta investment strategies.

Darrin Worthington is a financial advisor at Lifeworks Advisors, LLC with Series 65 credentials and six years of industry experience. His prior roles include positions at Smart Advisor Network and Pfizer. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities and utilizes a planning-based tranche approach alongside factor-based and smart-beta strategies in portfolio management.