Your Financial Future.
Our Unwavering Focus.

Our financial advisors in Castle Rock, CO 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 Colorado and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.

Meet the WealthSource Team in Castle Rock, CO

Since graduating from Colorado State University in 2016 with a B.S. degree in business administration, David has worked under experienced financial planners assisting them with their day-to-day activities and/or investment analysis. David also has experience in tax planning/preparation, retirement planning, estate planning, and cash flow analysis. Under WealthSource, he assists his father, David E. Baysinger, and Kelly Elsensohn in their asset allocation and investment selection process and provides them with day-to-day support to ensure that their clients receive the highest level of service.

In his free time, he enjoys spending as much time as possible outside with his dogs Arlo and Randy, and on weekends you can often find him camped out somewhere in the Rocky Mountains with his wife Audra.

DAVID C. BAYSINGER

Investment Analyst

David started his financial services career in 1994 and focuses his practice on providing comprehensive financial planning and investment consulting to high-net-worth individuals, including CEOs, CFOs, and other senior executives.

David has extensive experience in portfolio management, retirement planning, estate planning, and income tax planning.

David earned his Bachelor of Science degree in business administration with the Highest Distinction, as well as a Master of Professional Accountancy degree from the University of Nebraska-Lincoln. He is a CPA and holds the Certified Financial Planner™ certification. David is a member of numerous professional societies and has previously served on the Advisory Board for the University of Nebraska School of Accountancy.

David’s interests include spending time with his family (including three grandboys), hiking, and watching college football.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Elsensohn & Associates, P.C. and/or David Baysinger (Colorado CPA License # CPA.0024078) in his individual capacity as a licensed CPA.  WealthSource is not an accounting firm and Elsensohn & Associates, P.C. and WealthSource are independent and unaffiliated entities.

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.

DAVID E. BAYSINGER

Independent Wealth Advisor

CFP®, CPA

Kelly started his career in 1998 in the accounting industry and then ventured into the financial services industry in 2006 as a personal wealth advisor in order to expand his service offerings and practice.  During his career, he has operated a tax practice focusing on high-net-worth individuals and closely-held businesses, and was a Senior Tax Accountant and a Tax Manager for Deloitte & Touche, LLP in Denver prior to obtaining his CFP® certification.  His experience in income tax planning and compliance, small business consulting, estate planning, and investment management allows him to deliver a comprehensive approach to his client’s financial needs.  In addition to traditional financial planning services, Kelly offers tax planning and compliance services to his clients.

Kelly earned a B.S. Business degree in accounting from the University of Idaho, and a Master of Taxation degree from the University of Denver.

He is a member of the Financial Planning Association, American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.  Kelly enjoys cooking with his wife Patti, and outdoor recreation in the Colorado mountains with his three sons.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Elsensohn & Associates, P.C. and/or Kelly Elsensohn (Colorado CPA License # CPA.0016850) in his individual capacity as a licensed CPA.  WealthSource is not an accounting firm and Elsensohn & Associates, P.C. and WealthSource are independent and unaffiliated entities.

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.

KELLY ELSENSOHN

Independent Wealth Advisor

CFP®, CPA

Patti joins WealthSource with over 20 years of extensive experience in project management, operations, and customer service.  Her previous experience includes being a client service assistant, providing support to multiple advisors.   Patti is looking forward to providing exceptional customer service and support to WealthSource clients.

As a native to Colorado, Patti lives there with her husband, three teenage boys, and one very cute black lab.  She enjoys kayaking, watching hockey, and most of all spending time with her family.

PATTI ELSENSOHN

Advisor Support Specialist

Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.

Where Service Meets Value

The WealthSource advisor team in Castle Rock is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.

Financial Planning

Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.

Retirement Planning

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.

Estate Planning

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.

Portfolio Management

We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.

Tax Planning

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.

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 advisors to determine how any estate planning strategies will apply to your individual situation. Tax advisory and planning, bookkeeping, tax return preparation and filing services offered through Elsensohn & Associates, P.C. and/or David Baysinger (Colorado CPA License # CPA.0024078) or Kelly Elsensohn (Colorado CPA License # CPA.0016850) in their individual capacities separate from WealthSource. WealthSource is not an accounting firm and Elsensohn & Associates, P.C. and WealthSource are independent and unaffiliated entities.

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