WealthSource started with a simple premise:

To give clients access to unbiased financial advice.

It all began in 2009. In the midst of a major financial crisis, Bryan Sullivan walked away from his career at UBS to start Vellum Financial in San Luis Obispo, CA. That same year, Eric Patton and Jon Dubravac founded Avant-Garde Advisors in Centennial, CO.

Although the founders were separated by a thousand miles, they shared the same desire to put clients first. Their firms approached that goal from different angles. Vellum focused on building a team of “best-in-class” subject matter experts. Avant-Garde assembled a state-of-the-art technology stack to deliver exceptional client service — and to provide back office support to other advisors with a similar client-first philosophy.

As both firms grew, the founders stayed in touch to share their wins and challenges. Over time, they realized that they were better together. The new combined firm, WealthSource, was built on a solid foundation of Vellum’s investment and financial planning expertise, Avant-Garde’s state-of-the-art technology, and a joint commitment to do the best for every single client.


Over 85% Employee/Advisor Owned


35 Advisors


1.92B Assets Under Management


6 Years Serving Clients as WealthSource


2554 Client Families

*figures provided as of 12/31/22

Our Core Values

Clients First

We were founded on the principle that people deserve financial advice that benefits them, not their financial advisor. Every aspect of our business is built around guiding you toward the financial security you long for.


We recognize that the world changes every day. We are committed to growing our team, our methods, our technology, and our understanding, to help you live a life of wealth — no matter what life throws at you.

Hard Work

The best things in life are worth fighting for, and that includes our clients’ prosperity. We work tirelessly to uncover and equip you with the best solutions you need to reach your goals.


Your finances are your business (they just happen to be our business, too). We strive to include you in every step of our process to ensure you know and understand the choices you make.

WealthSource is guided by an experienced and passionate team that believes there’s a better way to deliver financial advice. These professionals share an unyielding commitment to offer more, learn more, and help our firm and our clients face the future with confidence.

Meet Our Team

Become a WealthSource Advisor

We are always looking for advisors who will make us even better at what we do.

Explore Partnership

Local Presence, National Reach

Sausalito, CA 94965

415-558-6768 Meet Your Advisor

Laura began her career in Wealth Management in 1994 at a growing San Francisco firm where she was a key contributor in the firm’s growth during her thirteen-year tenure.  Following the birth of her first child, Laura found that her passion for this industry was truly sparked by helping women understand, grow and feel secure and empowered about their finances.  To that end, in 2007, she joined a firm who shared her same desire to work with women and families who keep women part of the conversation.  

Laura has shepherded her clients through up and down-market cycles, by working with her clients to understand what is important to each individual and setting a unique roadmap to weather storms and reach success.  She has always been an avid fiduciary for her clients and joined WealthSource in May of 2022 in search of the most comprehensive solutions and a service model that puts clients first.

Laura is a graduate of the University of California at Davis and holds the Certified Financial Planner certification.  She is a longtime member of the Sausalito Women’s Club and has sat on various boards and subcommittees to support the SWC’s philanthropic efforts to provide scholarships for deserving students residing in the Sausalito Marin City School District and to preserve the Julia Morgan clubhouse, a historical landmark.  Laura resides in Sausalito, CA with her husband and two children where her free time is spent boating with her family and friends and cheering on her kids in all of their various endeavors.  


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