Our financial advisors in San Luis Obispo, CA 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 California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
She joined the WealthSource team after spending eight years working in Administrative Support roles for CPA firms in both Long Beach and San Luis Obispo, CA where she assisted in everything from payroll and HR, to tax prep and bookkeeping. Her can-do attitude and resourcefulness have quickly made her an invaluable part of our team, eventually landing her the VP of Human Resources position.
She grew up in Colorado but traded in her ice scraper for sunglasses when she made the move to California in 2007. Her spontaneous move was prompted by the massive Holiday Blizzard of 2006 when road closures forced her to be rescued from Hwy 36 by the National Guard. It’s quite the story, ask her about it sometime. Now that she’s living on the beautiful Central Coast of California, Bonnie enjoys baking, camping, baseball, riding her motorcycle, and spoiling her rescue husky, Rio.
VP of Human Resources
Bryan graduated from Oregon State University in 1991 and spent 17 years working at a number of large Wall Street firms such as UBS, Merrill Lynch, and Edward Jones learning industry best practices. After the 2008 market collapse, Bryan wanted to build something different from the complexity and opacity of these traditional firms.
In 2009, he founded Vellum Financial as a firm with the simplicity and transparency to be truly client-centric. Vellum served the greater Central California area, offering clients retirement-focused advice. In January of 2016, Bryan co-orchestrated a merger with Colorado-based Avant-Garde Advisors. The two firms announced a new unified brand and united both companies’ employees and clients under one common vision and direction, WealthSource Partners, where Bryan now serves as the firm’s Chief Executive Officer.
Bryan is the author of the book, “Protecting Your Money From Yourself: A Retiree’s Guide to Insuring You Have Enough Money to Enjoy Your Retirement.”
Bryan is married and has four children. He is a former president of the Morro Bay Lions Club and remains active as a member. In his free time, he enjoys camping and skiing.
Chief Executive Officer, Co-Founder
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 Operating Officer
Patrick Brewer is the Chief Strategy Officer of WealthSource. Patrick advises on the executive team, shapes the client and advisor experience, and supports 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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Chief Strategy OfficerCFA
Sean has been in the financial services industry since 1997 and currently works with professionals and business owners to help manage complex financial situations.
Since obtaining a Bachelor’s Degree in History from the University of California, Santa Barbara, Sean earned the Accredited Wealth Management Advisor® designation and has worked with a number of major Wall Street firms. Having lived and worked in San Francisco, New Jersey and Chicago, Sean now lives in San Luis Obispo with his wife and four children.
Independent Wealth AdvisorAWMA®
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
The WealthSource advisor team in San Luis Obispo 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, or construed as an offer to sell or a solicitation of an offer to buy any security. 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.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022