Your Financial Future.
Our Unwavering Focus.

Our financial advisor in Thousand Oaks, CA has 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.

Meet the Thousand Oaks WealthSource Team

Andrew has been in the financial services industry since 2006. His early career catered mostly to institutional investors before starting as an independent financial advisor in 2014. He graduated from Grand Canyon University, Colangelo College of Business, with a Bachelor of Science in Marketing. Serving his community and helping others, Andrew is a member of the Parish Finance Council at St. Julie Billiart Catholic Church. In addition, he serves on the board of directors at the Young Investors Society.


Independent Wealth Advisor

Since 2019, Jamie has served as the assistant to Andrew Davis.  She earned a degree in Information Technology with a specialization in Web Development from ITT Technical Institute – Boise Campus, so she brings with her a thorough understanding of online services and applications.  She is focused on providing clients with top-notch, prompt, and individualized service.  Jamie enjoys developing a high level of personal rapport with each client, and consistently looks for ways to improve each client’s interaction and experience.    Jamie lives in Meridian, Idaho with her high school sweetheart, Matt.  They have been married 18 years and are blessed with two teenagers.  Together they enjoy camping in the pristine mountains of Idaho and cheering for Boise State Football.  They are also proud to be 12’s…aka Crazy Seahawk Fans!!  Alongside her husband, Jamie coaches two traveling club basketball teams.  “Coach Jamie” has had 39 championship appearances and her teams have clinched the title 20 times in tournaments in Idaho, Oregon, Utah, and Nevada.  When she’s not on the basketball court, Jamie volunteers as a support group leader for the Northwest Chapter of the Scleroderma Foundation.


Assistant to Andrew Davis

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

Where Service Meets Value

The Thousand Oaks WealthSource team 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 and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.

Get Started on Your Path to Wealth

In just 15 minutes, we can get to know you — and connect you with an advisor who can help.

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