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 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.

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.

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, and providing support to multiple advisors. Patti is looking forward to providing exceptional customer service and support to WealthSource clients.

As a native of 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.