When you choose WealthSource, you are not just hiring a financial advisor. You are securing a partner with a strategic outlook.
A partner that is as personally invested in your financial goals as you are. And that makes a world of difference to both of us.
At WealthSource, we’re dedicated to helping people solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter.
Our planners evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. The WealthSource team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
WealthSource offers customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our internal team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
Financial complexity calls for sophisticated solutions. We work closely with you to develop a framework around your entire wealth enterprise. Our comprehensive approach is designed to encompass investment management, estate and tax planning, philanthropy, liquidity, and risk management.
Each one of our client relationships is unique. Whether you’re a family, institution, individual or employer, we understand your situation and are here to provide guidance and financial clarity.
The success of an endowment or a foundation depends on many hands working together. That includes board members, executive officers, professional staff, external auditors — and a dedicated, fiduciary institutional investment manager. Whether the goal is to assist your community or to advance a particular cause, our investment advisers understand the professional and social importance of being responsible stewards for foundation and endowment funds.
At WealthSource, we are incredibly proud of our team’s expertise, ingenuity, and ability to reimagine what’s possible — for us as a wealth management firm, and for our clients. Together, we are here to help you rise to the challenges and opportunities you face, today and tomorrow.
FInancial Planning Associate
CFADavid has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
Let's chat
9155 E Nichols Ave, Suite 175. Centennial, CO 80112
Jeff started his career in financial services in 2015. Prior to joining WealthSource, Jeff served as the Executive Director of Financial Planning at Heritage Investors, LLC with a focus on helping business owners with exit planning, retirement planning, estate planning, and comprehensive personal planning. In his earlier career, Jeff served as an Army helicopter pilot and a combat veteran, as well as a Sales Manager in pharmaceutical and industrial equipment sales.
Jeff holds a Bachelor of Science degree in Professional Aeronautics from Embry-Riddle Aeronautical University, as well as Bachelor of Science degree in Chemistry from Armstrong Atlantic State University.
Jeff and his wife, Jen, have two daughters. The Jeter family loves cheering for the University of Tennessee’s various athletics programs and are active members of their church, Fairview United Methodist.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FInancial Planning Associate
CFADavid has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
Let's chat
9155 E Nichols Ave, Suite 175. Centennial, CO 80112
