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.

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).

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.

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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.