Our financial advisors in Austin, TX have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Texas and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
David began his public accounting career in January of 2012. Some of his specialties include working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. In January of 2021, David joined WealthSource, enabling him to offer more holistic advice to clients. David and his high school sweetheart, Samantha, have three young children (Hudson, Ryder, and Hazel). Outside the office, you can find David coaching his sons in youth sports or sneaking in a quick round of golf with buddies. He loves being outdoors, whether it’s hunting in the Hill Country or deep-sea fishing in the Gulf of Mexico.
Independent Wealth AdvisorCPA
Jason is responsible for the strategic development and ongoing innovation of the WealthSource client experience and advisor platform. On any given day, that might mean that he is leading the efforts to build out client workflows, training advisors on using the systems, or exploring platform integrations. Jason is a proud papa to Dylan and Jonah. As such, he spends a lot of his free time doing kid things, eating fast-casual Mexican food, and practicing yoga (he especially enjoys the nap at the end).
Chief Platform Officer
Patrick Brewer is the President and Chief Marketing Officer of WealthSource. Patrick co-leads the executive team, shapes the client and advisor experience, and guides the firm’s marketing efforts.
Prior to joining WealthSource, he was the CEO of SurePath Wealth Management, which was acquired by WealthSource Holdings in 2021. In his day-to-day work, Patrick leans on his years as a consultant at Vanguard and Dimensional Fund Advisors, as well as his personal experience as an entrepreneur, buyer, and seller of advisory businesses.
In his free time, you will find Patrick traveling internationally, exploring new cultures, staying active, or out boating on Lake Austin.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Tim began his career in the financial services industry in 2002 and has worked for many notable firms in various roles, which has enabled him to help hundreds of individuals maximize their finances. A relationship builder and connector, Tim’s specialty is to facilitate insights about life and money, to guide clients toward financial breakthroughs, and to empower them to live their best and highest lives. When he isn’t in the office with his mini Goldendoodle Roscoe, Tim can be found mountain biking, doing bikram, snowboarding, skateboarding, painting, or contemplating the present moment.
Independent Wealth Advisor
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David 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.
The WealthSource advisor team in Austin is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will 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. Our 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.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our 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.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
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