At WealthSource, we are incredibly proud of our team’s expertise, ingenuity, and ability to reimagine what’s possible — for us as a wealth management firm, and for our clients. Our advisors are supported by executive leaders, experienced financial planners, investment professionals, and researchers — each dedicated to helping you pursue your wealth.

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Adriane is the Advisor Support Specialist in our Santa Maria office. She joined WealthSource in 2018 after having previously worked for another financial advisor as well as various CPA firms. Adriane has a strong administrative background, which includes experience in managing payroll, human resources, tax preparation and bookkeeping, as well as knowledge and experience in the financial services industry. Adriane’s friendly personality and contagious smile contribute to the closeness and comfort that our clients feel.

When Adriane is not working, she loves spending time with her grandkids, Michael Jr. & Noah, camping, being at the beach, or watching the Los Angeles Dodgers!

ADRIANE MENDEZ

Advisor Support Specialist

Alan’s mission is to help business owners, entrepreneurs and their families make informed, smart decisions about their assets for security, independence, growth and inter-generational continuity. He employs a collaborative wealth management process, utilizing a professional network geared to a client’s specific and unique needs and works closely with his clients’ key legal and tax advisors. Driving his vision is the realization that business owners are confronted with the difficulty of finding and selecting a financial advisor who can provide comprehensive wealth management services. He believes the key elements of true wealth management include:

  • Wealth Enhancement (business and personal tax coordination and planning);
  • Wealth Protection;
  • Wealth Transfer;
  • Investment Consultation;
  • Relationship Management; and
  • Collaboration (with clients and their advisors).

During his high school years, Alan was a champion swimmer and a second tenor in the choir while working part-time. He volunteered for service in the U.S. Navy immediately after high school; and during his enlistment, achieved the rank of Petty Officer 3rd Class while concurrently working in small local businesses to put himself through college. He graduated from UCLA with a degree in mathematics and was invited to attend the U.S. Navy’s Officer Candidate School in Newport, Rhode Island, thereafter receiving his commission as an officer of the line. He served on amphibious assault ships in the Pacific Fleet, including the USS Duluth (LPD-6), on which he served as an officer in two Vietnam combat campaigns. Released from active duty after the war, he began his career in the estate planning and life insurance industry with a major insurance company, where he received training in estate and business planning, retirement plans and investments for business owners. He was drawn to his calling because his father had died suddenly with no will or estate plan while Alan was away on active military duty, leaving him with the responsibility of caring and providing for his mother, which he did for the next 41 years, and because he admired the entrepreneurial spirit of the small business owners for whom he had worked during college.

Alan started his financial services career in 1974 and he holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and is a member of the life insurance industry’s Million Dollar Round Table. Alan is married and he and his wife are involved in their community, and their hobbies include classic and vintage cars and travel.

ALAN CAMPBELL

Independent Wealth Advisor

ChFC®, CLU®

Alan is a Private Wealth Advisor with WealthSource Partners. After a 20+ year career in the technology industry, Alan pursued his passion for investing by becoming a financial advisor in 2013. Over the past 25+ years, Alan has been a student of the markets, and currently works with individuals and families across the country, with a specialization in advising technology executives.

ALAN GOODMAN

Private Wealth Advisor

Amy joined WealthSource Partners in February of 2016 as an Independent Wealth Advisor. Amy started her financial services career in December of 1998 at Marathon Investment Management, Inc. where she worked as a Financial Planner until December of 2015. Prior to her departure, Amy formed her own investment advisory firm, A.M. Financial for which she served as the Managing Member. Amy graduated from the Metropolitan State University of Denver in 2005, where she obtained her Bachelors of Science Degree in Finance, and shortly thereafter became a Certified Financial Planner™ in 2006. After experiencing a divorce first hand, she subsequently earned her Certified Divorce Financial Analyst designation in order to offer a thorough evaluation in the unique, complex and underserved field of divorce settlement planning.

Amy is an active member of the Financial Planning Association and the Colorado Collaborative Divorce Professionals organization and regularly attends meetings of the Colorado Bar Association and the Colorado Women’s Bar Association (she is not a licensed attorney and does not provide legal advice).

Amy stays busy when away from work spending time with her three children and all the beauty and activities Colorado has to offer.

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.

Divorce financial and/or transition services offered through A.M. Financial. WealthSource does not offer or provide divorce financial and/or transition services. A.M. Financial and WealthSource are independent and unaffiliated entities.

AMY MAHLEN

Independent Wealth Advisor

CFP®, CDFA®

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.

ANDREW DAVIS

Independent Wealth Advisor

Bob strives to be more than just an investment advisor — and is grateful for his role as a trusted ally who can be leaned on at any time. He hates platitudes, but not as much as he loves what he does. Bob and his wife Heather have 3 kids (Grace, Mitch, and Andy), plus two Devon Rex cats, Bruce and Betty. When he’s not spending time with the fam, you’ll find Bob at the sidelines of a wrestling match (since he hung up his own 3x Academic All-American heavyweight singlet). Fun fact: You may have seen Bob and Heather on an episode of HGTV’s House Hunters back in 2014.

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.

BOB GAVLAK

Independent Wealth Advisor

CFP®

Bob has worked in Financial Services since 1985. He has Bachelor’s and Master’s degrees from Colorado State University and is a Certified Financial Planner. The majority of his work history involves managing relationships for a large Private Bank, helping families grow, protect, manage, and transfer their wealth.

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.

BOB TESCH

Senior Wealth Manager

CFP®

Bonnie is Executive Support Specialist for Bryan Sullivan, CEO. 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. 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.

BONNIE KAMMERER

Executive Support Specialist

Bryan Cannon is a CFA charterholder who began his career in private wealth management in 2001 with Bernstein Global Wealth Management in San Francisco. Bryan has an MBA from the Kellogg School of Management at Northwestern University with majors in finance, management, and decision sciences, a master’s degree in electrical engineering from the University of Southern California, and a bachelor’s degree in electrical engineering from Duke University. He is also a former Air Force officer having served five years in space technology development and also as a White House Social Aide to the President of the United States. Bryan focuses on financial planning and investment management with particular attention to risk management, tax efficiency, and retirement planning. He is married with two children living in Park City, Utah, and spends his free time playing golf, skiing, and hiking.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

BRYAN CANNON

Independent Wealth Advisor

CFA

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.” He has also been featured in multiple media outlets, including USA Today, CNBC, The Boston Globe, The Miami Herald, Yahoo Finance, and The Wall Street Journal Online.

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.

BRYAN SULLIVAN

Chief Executive Officer

Since 2011, Carl has primarily focused his career on working with clients in the investment, banking, and financial planning industry to help them achieve their personal and business goals including those around retirement, education, risk management, and estate planning. Focusing on personalized and comprehensive financial planning, Carl works with a diverse group of clients on understanding their needs and goals and translating their objectives into concrete financial advice. Working with clients on navigating the complicated world of personal finance, Carl enables clients to understand how they can achieve their goals efficiently and confidently.

Carl joined WealthSource from American Financial Network Advisory Services, LLC (“AFN”) where he led the financial planning team beginning in 2018. In 2019, while at AFN, Carl received the Accredited Investment Fiduciary® designation which focuses on empowering investment professionals to serve their client’s best interests.

Prior to joining AFN, Carl worked in New York, most recently preparing comprehensive financial plans for a Wall Street advisor. In 2016, while in New York, Carl received his Certified Financial Planner™ designation. As a CFP® professional, Carl has received rigorous training in personal finance and is committed to upholding its fiduciary standard.

Prior to moving to New York, Carl worked in the Canadian investment and banking industry primarily in his hometown of Calgary, Alberta.

Carl graduated from Queen’s University, in Kingston, Ontario in 2010.

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.

CARL ERMELBAUER

Private Wealth Advisor

CFP®, AIF®

Since 2000, Chris’ career in the investment management industry has covered a diverse landscape from security research to portfolio construction consulting to investment product development to portfolio management.

Prior to joining WealthSource, Chris co-founded CataMetrics Management – a firm focused on providing investment advisors with an integrated investment solution that pairs investment strategies with sales and on-going communication tools. Prior to co-founding CataMetrics, Chris served as the CIO for US Wealth Management where he developed multiple client-centered, risk-managed investment strategies and, prior to that, served as a Vice President at Goldman Sachs where he consulted with RIAs and broker-dealers to help them improve the efficiency of their investment strategies through portfolio analysis and recommendation of securities.

Chris was also a co-founder of a CIO Roundtable where CIOs could discuss portfolio design and asset-allocation challenges amongst one another. Through his participation in this roundtable, along with his experience working with financial advisors, Chris has seen first-hand the challenge of communicating important but complex investment concepts to retail clients and has focused his career on bridging that gap.

Chris graduated from the University of Massachusetts Amherst with a BA in Economics. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society New York. He lives in Old Greenwich, CT with his wife and two children.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CHRIS SHEA

Chief Investment Officer

CFA

Christopher started his career in 1998 as an Investment Associate in First Union National Bank’s institutional investment management division. In 2000, Christopher joined Harvey Capital Management, Inc. as an Investment Officer. During his time at Harvey Capital Management, Chris worked as a research analyst and portfolio manager. Chris later worked for Citicorp Investment Services before becoming a Portfolio Manager for First National Bank and Trust Company of the Treasure Coast. In 2006, Christopher left First National Bank and Trust Company of the Treasure Coast and joined Wachovia Bank as a Relationship Manager and, in 2007, Chris joined Northern Trust Bank as a Portfolio Manager managing investments primarily for high net worth individuals. In 2014, Christopher joined BNY Mellon. After many years working for several banks, Christopher decided to become an Independent Advisor and joined Avant-Garde Advisors, LLC in 2015, which would come together with Vellum Financial, LLC in 2016 to become WealthSource Partners.

Christopher primary focuses on helping high net worth families develop investment portfolios to meet their needs, goals and objectives. Christopher received his Bachelors of Business Administration degree with a concentration in Finance from Florida Atlantic University in 1994.

Christopher resides in Colorado with his wife Debbie and two children. Chris spends his free time playing tennis, cycling and fly fishing with his son Daniel.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

CHRISTOPHER BENSON

Independent Wealth Advisor

CFA

Daniel is the sole shareholder of the accounting firm Rohr & Associates. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014 and now offers clients the full spectrum of financial services as an Independent Wealth Advisor of WealthSource.

Daniel received his Bachelor of Science degree in Business Administration with a concentration in Accounting from the California Polytechnic University in San Luis Obispo and is pursuing a Masters in Taxation from Golden Gate University. He is a California Certified Public Accountant, Personal Financial Specialist, and Enrolled Agent.

Daniel’s accounting and tax knowledge offers an advantage to his clients when advising on financial matters. His CPA designation and Enrolled Agent license affords him the unique ability to offer tax advice in connection with a client’s full financial plan.

Daniel is married and has two young children. When out of the office he enjoys spending time with family and friends.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Rohr & Associates, Inc. (California CPA Corporation License # 6966) and/or Daniel Rohr (California CPA License # 116268) in his individual capacity as a licensed CPA. WealthSource is not an accounting firm and Rohr & Associates, Inc. and WealthSource are independent and unaffiliated entities.

DANIEL ROHR

Independent Wealth Advisor

CPA, PFS℠

Danny is an Operations Associate at WealthSource Partners. He has over 20 years of experience in the financial industry with OppenheimerFunds. Over the course of his career, Danny has gained the knowledge and experience required to build strong relationships and provide exceptional levels of service to both internal and external customers. He is ready and willing to take on any task that is presented to him and complete it to the best of his ability and on time.

Danny is originally from Denver, but moved back in 1990 after spending most of his younger years in Texas. He has been married to Jackie for over 25 years, and together they have 3 grown children; twins, Brady and McKenzie and younger son, Logan. Danny enjoys riding his motorcycle, smoking meat, watching Broncos football, and spending time with his family.

DANNY LEE

Operations Associate

Prior to joining WealthSource, Dante was a Portfolio Analyst at American Financial Network Advisory Services, LLC (“AFN”) where he was responsible for security and manager research, trading, and speaking with 150+ clients about their portfolio allocations and financial goals. During his time at AFN, Dante oversaw the development of the firm’s investment platform, which included the implementation of a new trading system, building investment models, and restructuring and helping to lead AFN’s Investment Committee.

Dante graduated cum laude from the University of Texas at Dallas with a Bachelor of Science degree in Finance. While earning his Bachelor’s degree, Dante presented research that he authored at the University of Cambridge and Oxford University. He is currently completing his last year in the Master of Business Administration degree program at the University of Texas at Dallas.

Dante currently lives in Dallas, TX with his wife and two cats. In his spare time, he enjoys working out, spending time with his family, and traveling.

DANTE SMITH

Investment Specialist

Davee Hazama is an Independent Wealth Advisor with WealthSource Partners. Since 1999, he has been partnering with individuals, families, and business owners to define and achieve their financial goals. By understanding each client’s unique circumstances, Davee provides personal and confidential advice specifically tailored to each individual’s retirement, investment, and financial goals. He continues to assist people through seasons of transitions in career, retirement, and the unfortunate death of family members.

Davee is a graduate of Azusa Pacific University where he obtained his B.S. in Accounting, is a licensed insurance agent in California and has experience in both public and private accounting.

He is a Los Angeles native, raised in the San Gabriel Valley, and happily married with two valued sons. Davee currently serves his community as President of a non-profit organization. He enjoys fly fishing, an occasional round of golf, table tennis, and spending meaningful time with family and friends.

DAVEE HAZAMA

Independent Wealth Advisor

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

David began his public accounting career in January of 2012. Some of his specialties include working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. In January of 2021, David joined WealthSource, enabling him to offer more holistic advice to clients. David and his high school sweetheart, Samantha, have three young children (Hudson, Ryder, and Hazel). Outside the office, you can find David coaching his sons in youth sports or sneaking in a quick round of golf with buddies. He loves being outdoors, whether it’s hunting in the Hill Country or deep-sea fishing in the Gulf of Mexico.

DAVID FRENCH

Independent Wealth Advisor

CPA

David is WealthSource Partner’s Chief Compliance Officer and General Counsel. Prior to WealthSource, David was the Chief Compliance Officer for Vellum Financial, one of two firms that merged to form WealthSource. David started his compliance career at the U.S. Securities and Exchange Commission where he served in many roles over his more than 11-year tenure from Securities Compliance Examiner, Staff Accountant, Branch Chief, and finally Assistant Regional Director at the SEC’s Los Angeles Regional Office in its investment adviser / investment company examination group.

In 2011, David started his own compliance consulting practice where he levered his prior SEC experience and assisted registered investment advisers in meeting their compliance obligations under state and federal securities laws. David holds a Bachelor of Arts degree in economics and political science from the University of California, Los Angeles, and a Master of Business Administration and a Juris Doctorate from the University of California, Davis.

David is married and has two children and enjoys spending time with his family.

DAVID ITO

Chief Compliance Officer

David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.

Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.

Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.

David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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 SEUFER

VP of Financial Planning

CFA, CFP®

Denise Cook is a Senior Client Relationship Manager with WealthSource® Partners. Denise moved to Grand Junction, Colorado in order to attend Colorado Mesa University where she received her Bachelor of Business Administration Degree with a concentration in Management. After graduation, Denise decided to stay in Grand Junction to start her career, which has evolved over time from being a legal secretary specializing in trusts to a relationship manager supporting trust officers and then investment advisors. She brings a wealth of experience and her calm and thorough manner is a singular talent on which clients will continue to rely at WealthSource. Denise is married and enjoys spending time with her husband, two daughters and granddaughter.

DENISE COOK

Senior Client Relationship Manager

Doug started his career in the financial services industry in 1983 and has held the Chartered Financial Analyst designation since 1987. In 2005, Doug formed his own investment advisory firm, which, in 2013, merged into Avant-Garde Advisors, one of two companies that formed WealthSource Partners. Doug enjoys providing objective investment management and legacy planning advice.

Formerly a Portfolio Manager with Wells Fargo’s Private Asset Management group, Doug also managed fixed income portfolios for United Capital Management, a subsidiary of Norwest Bank Minnesota. Doug believes in active management, i.e., managing investment portfolio risk exposure based on what’s happening in the market now. “Volatility” creates risk and opportunity in the financial markets and Doug believes that being on the right side of volatility is the key to successful active management.

In addition to being a charter member of Grand Junction’s Horizon Sunrise Rotary Club, Doug has also sat on a number of boards in the Grand Valley, including the Colorado Mesa University Foundation (Past President), the Museum of Western Colorado, the ministry of Go-El, Caprock Academy’s Long-Term Planning Committee, Messiah Lutheran School’s Parent-Teacher League, and the Palisade High School Community Advisory Council. Doug is married to Chris, a D51 special education teacher and coordinator.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

DOUG MAY

Independent Wealth Advisor

CFA

As Creative Director, Eric makes sure that our mission and message are conveyed in a clear, honest, and imaginative way. A proud Texas Aggie, Eric hails from Graham, TX, home of America’s Largest Downtown Square. In his free time, you can find Eric in the kitchen making dinner or baking something delicious for his friends, on stage or in the house at the theater, and writing children’s literature and plays. His latest endeavor is rounding out his musical instrument playing repertoire by adding ukulele to piano, trombone, and euphonium.

ERIC LEE

Creative Director, Model FA

Eric currently serves as the Chief Operating Officer of WealthSource Partners. Eric focuses on the day-to-day operations of the firm with an emphasis on operational efficiency. Eric was a co-founder of Avant-Garde Advisors, one of two firms that merged to form WealthSource Partners, and was its Chief Financial Officer and Chief Compliance Officer. Prior to Avant-Garde, Eric was a financial advisor at New England Financial, a subsidiary of MetLife. While at New England Financial, he co-founded Denver Planners Group LLC, a boutique financial services company that operated under New England Financial’s registered investment adviser umbrella. Eric received his Bachelors of Science degree in Finance from the University of Wyoming in 2005. Eric resides in Colorado with his wife and three sons and enjoys frequently visiting family in Wyoming.

ERIC PATTON

Chief Operating Officer

Gene Gordon joined WealthSource Partners after 14 years of working for a large broker/dealer. Gene believes that he brings a unique perspective on deepening client relationships. Gene’s father was in the business for 30 years, and Gene joined him to start his career. Gene and his father had many discussions about legacy, wealth transfer, and supporting families and clients as they begin a transition. It has been this focus on understanding family dynamics that has brought Gene to believe that his work is meant to increase the conversations between family members regarding financial dreams and goals. In addition, Gene’s care for and about clients as they age is a focus of his practice.

Born and raised in Palo Alto, CA, Gene graduated college from Boston University in 1986 with a Bachelor of Arts degree in Liberal Arts, with a focus on International Relations. After college, Gene lived in New York City for eight years, working for a major lifestyle brand in their retail division. It was during this employment that Gene grew to understand the importance of care, service, and the value of interpersonal relationships.

Gene is actively involved in the community supporting and coaching little league; Gene continues to play his sport of choice, soccer, in a competitive Sunday men’s soccer league.

Gene Gordon is a Registered Representative of Fortune Financial Services Inc., Member FINRA/SIPC. Securities offered through Fortune Financial Services Inc. located at 3582 Brodhead Road, Suite 202, Monaca, PA 15061, (724) 846-2488. WealthSource Partners, LLC and Fortune Financial Services Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.

GENE GORDON

Independent Wealth Advisor

Graham Gardner is a passionate marketer with expertise in creating, managing, and delivering metric-driven marketing initiatives. Focusing on relationships and personal connections, Graham advocates for providing clients with meaningful content to create long-term relationships. Graham previously served as an Executive Member (Treasurer) on the Board of Directors for the Society of Marketing Professional Services (SMPS) of Atlanta. Graham and his family spend their free time watching sports and enjoying nature with their dog Murphy (@Murph_The_Doodle on Instagram!).

GRAHAM GARDNER

VP of Marketing Services, Model FA

Jacqui became an Independent Wealth Advisor of WealthSource Partners through the merger of Avant-Garde Advisors and Vellum Financial. Prior to joining Avant-Garde in December of 2011, Jacqui managed assets primarily for high-net-worth individuals, at various firms, in the Beverly Hills area. Her role before that was as an Associate with Coast Asset Management on their CDO desk, which specialized in due diligence of CDO tranches. Jacqui started her investment management career at TCW where she was an Assistant Vice President who was primarily responsible for performing credit analysis of high-yield bonds. Jacqui received her Bachelor of Science in Management degree from Pepperdine University.

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.

JACQUELINE YAPP

Independent Wealth Advisor

CFP®

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.

JAMIE MCGEHEE

Assistant to Andrew Davis

Jasmine is VP of Operations at WealthSource Partners. Prior to WealthSource, Jasmine was Head of Operations of Vellum Financial, LLC, one of two firms that merged to form WealthSource, and prior to that, worked for six years at a large investment services company where she supervised seven to ten employees who were responsible for servicing the company’s clients. Jasmine gained valuable knowledge, management experience, and critical thinking skills in that position. She’s an invaluable part of the WealthSource Team as she can successfully handle and complete multiple complex projects, create solutions to resolve dilemmas, and effectively balance the ever-growing demands of our Operations Department.

Jasmine was born and raised in the beautiful Temecula Valley wine country of Southern California where she currently resides. Jasmine and her husband, Brent, were married in 2012 and welcomed their son, Atlas, in 2013 and daughter, Ripley, in 2015. In her free time, she enjoys spending time with her family and friends along with traveling, gardening, and being outdoors.

JASMINE PAYNE

VP of Operations

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).

JASON MIRABELLA

Chief Platform Officer

Jason Zivich is an Independent Wealth Advisor with WealthSource® Partners. After working for over a decade at the large wirehouses, Jason knew he wanted to create a wealth management experience that allowed his clients the flexibility and freedom each of them should have when deciding on their investments. He takes a curated approach with each client, and ensures their financial portfolio is tailored to each of their individual needs and goals. Jason understands there’s much more to being a quality financial advisor than just overseeing client investing, and that bespoke planning should take a holistic approach. Some of his areas of expertise include Retirement Planning, Estate Planning, Tax Planning, Family Gifting, Philanthropy, Home and Investment Property Purchases, College Savings, and more. Jason’s attention to detail is what differentiates him as a full service financial advisor and not a traditional stockbroker.

Jason received his Bachelor of Science degree from the California Polytechnic State University, San Luis Obispo. Outside of the office, he enjoys spending time with his family in Manhattan Beach (wife Diana, son Haines, and furry son Fred), being active and playing sports, and finding ways to serve those in need in his community and throughout the world.

JASON ZIVICH

Independent Wealth Advisor

Jeff combines his eight years of experience consulting hundreds of advisors as a Regional Director at Dimensional Fund Advisors (DFA) with his passion for helping advisors build systems that will support and fuel their growth. While at DFA, Jeff supported some of the firm’s largest TAMP partners and held business development and client service roles across multiple advisory channels. In his free time, Jeff enjoys spending time with his wife Montana and their dog Dexter. Jeff loves exploring new restaurants and breweries in Charlotte and is an avid traveler. Fun fact: Jeff has been to over 30 countries across four continents.

JEFF BREWER

Director of Advisor Partnerships

CFP®

Jeff is a specialist in corporate qualified retirement plans and business succession planning. Jeff began his career as a financial advisor with Prudential Financial in 1994. Jeff then worked for National Life Insurance Company where he developed extensive knowledge of the qualified plan arena by working with clients. Jeff continued his evolution of helping clients at Sammons Securities Company and then at New England Financial where he focused on business retirement and succession planning for individuals and business owners. Moving back to Colorado was always a goal of Jeff’s, and in 2012 that dream became a reality when Jeff moved to Grand Junction, bringing with him an abundance of knowledge and experience. Jeff enjoys the outdoors of Western Colorado on a regular basis, as well as the people and community in which he resides.

JEFF MURRAY

Independent Wealth Advisor

A fifth-generation Coloradoan, Joel was raised on a ranch in the plains of eastern Colorado that was homesteaded by his ancestors in 1876. From an early age, he learned the importance of honesty and integrity, hearing stories about his family’s resolve to pay back depositors every last cent when the local bank they owned became insolvent during the 1930’s financial crisis.

A former college instructor, Joel has over 30 years experience in the financial industry. He graduated with honors from Colorado State University, then earned a Masters degree in Economics from Iowa State University. After teaching agri-business and economics courses at Northeastern Junior College in Sterling, Colorado, he began his financial services career with Northwestern Mutual Life in 1988 selling life and disability insurance. Shortly thereafter he expanded into investment planning, and in 1998 he formed Legacy Wealth Advisors, LLC to provide fee-based financial planning services. As the investment side of his business continued to grow, in 2007 he affiliated with Raymond James Financial Services to gain access to comprehensive investment services. In 2018 he affiliated with WealthSource Partners to gain greater service and back office support for his clients while continuing to use Raymond James as custodian. Joel operates under WealthSource Partners’ umbrellas as a DBA Legacy Wealth Advisors.

Joel holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.

Joel enjoys playing basketball, skiing, hiking, biking, and camping. Joel attends church regularly and is actively involved in supporting a number of different Christian charitable causes. Travel is also an important hobby, as he has five wonderful children and several grandkids scattered throughout Hawaii, San Diego, Pennsylvania, and Colorado.

Joel Propst is a Registered Representative of Fortune Financial Services Inc., Member FINRA/SIPC. Securities offered through Fortune Financial Services Inc. located at 3582 Brodhead Road, Suite 202, Monaca, PA 15061, (724) 846-2488. WealthSource Partners, LLC and Fortune Financial Services Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.

JOEL PROPST

Independent Wealth Advisor

ChFC®, CLU®

Jon Dubravac serves as the Chief Business Development Officer of WealthSource Partners and focuses his time on the recruitment of quality financial advisors for WealthSource. Jon played football at UCLA and with the San Francisco 49er’s. His background in collegiate and professional football lends to Jon’s expansive network and is a significant reason behind the success of WealthSource’s recruiting efforts. Jon joined WealthSource from Avant-Garde Advisors, which he co-founded in 2009. Prior to Avant-Garde, Jon was a financial advisor at New England Financial, a subsidiary of MetLife. While at New England Financial, he co-founded The Foresight Group, LLC, a boutique financial services company that operated under New England Financial’s registered investment adviser umbrella. Jon received his Bachelor of Arts degree from the University of California, Los Angeles.

JON DUBRAVAC

Chief Business Development Officer

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

Kevin began his career in the financial services industry in 1994. In 1998, Kevin became a financial advisor at Edward Jones where he mentored other financial advisors. Then, in 2004, Kevin opened Swanson Financial Services, which offered independent financial advice to his clients. In 2012, Kevin joined Vellum Financial, one of the companies that merged to create WealthSource, as a Partner.

Kevin attended the California Polytechnic State University in San Luis Obispo and is married with three children. In his free time, Kevin enjoys surfing, running and camping.

Kevin Swanson is a Registered Representative of APW Capital, Inc., Member FINRA/SIPC. Securities offered through APW Capital, Inc. located at 100 Enterprise Drive, Suite 504, Rockaway, MJ 07866, (800) 637-3211. WealthSource Partners, LLC and APW Capital, Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.

KEVIN SWANSON

Independent Wealth Advisor

CAS®, CFS®

Larry has been continuously advising clients on the Central Coast of California since 2001. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014. Larry attended the University of California, Irvine, on academic scholarship, where he earned a BA and an MBA. After working as a Financial Planner for many years, he assumed the position of Senior Vice President at two well-established firms in California. He now helps clients find the best strategies for accumulating and preserving their wealth.

LARRY O’CALLAGHAN

Independent Wealth Advisor

Lori Ready is a Senior Client Relationship Manager with WealthSource® Partners. She is passionate about client service and support and is dedicated to providing clients with a level of service that exceeds their expectations. Lori brings years of knowledge and experience to WealthSource, which began when she earned a Bachelor of Science Degree from Colorado State University in Agricultural Industries Management, which, in turn, sparked an extensive career in Business Banking, Private Banking and Financial Services. Lori and her husband are long-standing residents of Montrose and have been blessed to raise their two children in its amazing community.

LORI READY

Senior Client Relationship Manager

Mark has been in the financial services industry since 2008, serving in various capacities from corporate consulting for Wells Fargo Wholesale Bank, where he advised institutional clients with respect to electronic and e-commerce payments and risk management, to providing investment advice to business executives, individuals and families. Mark works diligently to deliver his diverse clients timely and unbiased financial advice.

Mark’s primary expertise is on advising business executives, individuals, and families on how to build, manage, preserve, and transfer wealth. His investment management approach focuses on asset and liability analysis and the evaluation of risk. Mark partners with clients in order to evaluate their current financial situation and to understand their detailed goals, time horizon, and tolerance for price volatility, in order to develop a customized goals-based financial program, with a disciplined focus on risk management and a macro-economic overlay.

Graduating from the University of Kansas with a Bachelor’s Degree in Economics and 14 years as a classical pianist helps to define Mark. Mark is a proud father, dog lover, and lives in south Denver. He personally enjoys spending time with family and friends, the outdoors, traveling, cooking, golf, skiing, theater, and reading.

MARK MAGUIRE

Independent Wealth Advisor

Martin joined WealthSource Partners in September 2020 as Director of Private Client. He has been in the financial services industry since 1994, primarily serving in leadership roles. Prior to WealthSource, he was the Managing Director for American Financial Network, LLC., a Manager for Merrill Lynch, Pierce, Fenner & Smith Inc., Branch Operating Manager for Banc of America Investment Services Inc., Investment Center Manager for TD Ameritrade Inc., and a Financial Advisor for Fidelity Investments Inc. He is originally from Cincinnati, Ohio, holds a BSBA degree in Finance from Xavier University, and is also a Flight Instructor. He lives in Westlake Village, CA with his wife and two children.

MARTIN MARTORANA

Director of Private Client

Natalia has held a CPA license for her entire career, yet her true passion lies with neuroscience, brain chemistry, and behavioral psychology. Combined with her technical training, that makes her uniquely suited to understand how people make decisions and to explain complex subjects in a simple, compelling way. Natalia and her husband Doug have two children, one well-trained German Shepherd, and a cat on a mission to remind them that some things in life are just not meant to be controlled. Fun fact: Natalia was born in Russia and taught herself English when she was 11 years old.

NATALIA AUTENRIETH

VP of Product Marketing, Model FA

CPA

Nic’s career in the financial services industry started with a hands-on internship at WealthSource, where he not only learned how the investment management side of the industry operates, but also saw how that knowledge directly translated into a client’s financial plan. Nic then graduated on a full-merit scholarship from Colorado Mesa University with a Bachelor of Business Administration degree with a concentration in Finance in December of 2017.

Since then, he continues to be an advisor for a select group of WealthSource’s clients, but his primary role is as the firm’s Trading Specialist. Nic brings with him an old-fashioned work ethic along with a deep understanding of trading systems and portfolio management technology.

Nic lives south of Houston, Texas with his wife, McKayla, and their two wiener dogs, Leo & Coco. They enjoy working out and doing DIY home improvement projects on the weekends.

NIC GOOKIN

Trading Specialist

Nick is a Certified Financial Planner who specializes in helping medical and health care professionals with investment management, retirement savings, and financial planning. Outside of the office, Nick enjoys spending time with his high school sweetheart wife and their daughter. He likes golfing and gardening. Fun fact: Nick is a master leather craftsman!

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.

NICK ROSTYKUS

Independent Wealth Advisor

CFP®

Since 2007, Pam has been an assistant for Davee Hazama in Southern California. Her prior experiences in the financial industry include working in operations at Barclays Bank International and lending at American Federal Credit Union. Pam is a graduate of Trinity International University where she obtained a Bachelor’s degree in Psychology. She enjoys maintaining client relationships and assisting clients with their day-to-day needs.

Pam was born and raised in Seattle, WA and currently lives in Southern California with her husband, Jon. They have three grown sons and one daughter-in-law. She enjoys spending time with her family and friends along with traveling and being outdoors.

PAM LUNDE

Assistant to Davee Hazama

Patrick Brewer is the President and Chief Marketing Officer of WealthSource. Patrick co-leads the executive team, shapes the client and advisor experience, and guides 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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

PATRICK BREWER

President

CFA

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

Renee Johnson joined WealthSource Partners as a Compliance Officer in 2021. Prior to that, she spent 17 years in the Financial Services Industry where she served as a Senior Complex Risk Officer, Admin Manager, Operations Manager and Registered CSA. She has a Bachelor of Arts degree in Social Work from Luther College in Decorah, IA.

Renee’s son, Bryan, lives in Houston with his wife and 2 children Riley and Hayes. Her daughter, Torey, lives in Centennial, CO. In her spare time, she enjoys spending time with family and friends, hiking, Pilates, camping, and traveling.

RENEE JOHNSON

Compliance Officer

Robb Parsons is a Senior Wealth Manager with WealthSource® Partners. He received his Bachelor of Science degree in Management from Clemson University and, in 2007, became a Chartered Financial Analyst® charterholder. Robb specializes in serving the needs of high-and-ultra-high-net-worth clients and focuses his energy on in-depth portfolio analysis and strategic tax-sensitive management. Prior to joining WealthSource, Robb was with Wells Fargo Private Bank in Grand Junction, Colorado, for almost thirteen years where he served as a Senior Investment Strategist and Vice President.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

ROBB PARSONS

Senior Wealth Manager

CFA

Robert “Bob” Torba started his financial services career at Charles Schwab & Co. in 1999 where he focused on providing portfolio management services to high-net-worth individuals. In July of 2011, Bob joined Avant-Garde Advisors, one of two firms that merged to form WealthSource Partners. Bob graduated from the Fisher College of Business at The Ohio State University with a Bachelor’s degree in Finance. He has a very active lifestyle, spending much of his free time golfing, hiking, sailing or playing flag football, but his most cherished time is time spent with his daughters.

ROBERT TORBA

Independent Wealth Advisor

Ryan assists the WealthSource team with technology due diligence and onboarding, always looking for ways to make us more productive and efficient. When he is not at the office, you might find Ryan trying his hand at a new woodworking project, hanging out with his wife, two cats, and a dog. He enjoys vacationing, especially when there is a pool bar.

RYAN MANNEN

Director of Technology

Sandi Stepp joined WealthSource Partners in January 2020 as a Transition Specialist with 25+ years of experience in the financial industry. Prior to joining WealthSource, Sandi was VP, Administration for a financial services firm in Calabasas, CA.

Sandi’s experience, enthusiasm, and ability to multi-task play an integral part in her ability to transition a Representative, their clients, and accounts to WealthSource’s platform. Her organizational skills and project management help her create an easy workflow that results in quick and timely transitions. When Sandi is not in the middle of a transition, she is busy assisting various teams within WealthSource.

Sandi lives in Ventura County, CA where she enjoys spending time outside of the office playing and doing home projects and crafts with her family and grandchildren.

SANDI STEPP

Transition Specialist

Sara started her career in the financial services industry in lending back in 1997 and transitioned over to the investment side of the industry in 2010.

Prior to joining WealthSource, Sara worked for an investment firm based in Calabasas, CA where she started as an Assistant, but was quickly promoted to managing the Client Services Team. That was when she discovered her passion for client services. She excels at maintaining client relationships and assisting clients with their day to day needs.

Sara currently lives in Northern California with her husband and daughter.

SARA WHITE

Operations Specialist

Scott McManus joined WealthSource in 2021 as an Independent Wealth Advisor. Scott started his financial career as a staff accountant with Windes & McClaughry in 1988 and became a Certified Public Accountant in 1990. After three years in Baja California as a contractor and seven years in Central Oregon as a ranch manager, Scott restarted his financial career at Edward Jones in 2000 where he served as a financial advisor for over 20 years. Scott became a Certified Financial Planner™ practitioner in 2011. He graduated from the California Polytechnic State University San Luis Obispo in 1987 with a B.S. degree in business administration and a concentration in finance. Scott is an active participant in the Rotary Club of Cayucos and the Lions Club of Cayucos. He stays busy with his son and daughter and enjoys the ocean sports of surfing and wing foiling.

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.

SCOTT McMANUS

Independent Wealth Advisor

CFP®, CPA

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.

SEAN NEWSOM

Independent Wealth Advisor

AWMA®

Steven began his career in 1999 as an Assistant Specialist for Pershing on the Pacific Stock Exchange Floor Post 29. He has worked in the industry as a Chief Compliance Officer, Portfolio Analyst and Client Relationship Manager and recently joined WealthSource from American Financial Network Advisory Services, LLC.

He earned his Master of Business Administration (MBA) degree from Pepperdine University and a Bachelor’s degree in Sociology from Tulane University. Steven also holds a Real Estate license and in his free time enjoys staying active by hiking the local mountains around Los Angeles, swimming, surfing and biking.

STEVEN LEVIN

Advisor Support Specialist

Tim began his career in the financial services industry in 2002 and has worked for many notable firms in various roles, which has enabled him to help hundreds of individuals maximize their finances. A relationship builder and connector, Tim’s specialty is to facilitate insights about life and money, to guide clients toward financial breakthroughs, and to empower them to live their best and highest lives. When he isn’t in the office with his mini Goldendoodle Roscoe, Tim can be found mountain biking, doing bikram, snowboarding, skateboarding, painting, or contemplating the present moment.

TIM POWER

Independent Wealth Advisor

Travis currently serves as a Tech Support Specialist at WealthSource and is not only responsible for providing technology support to our advisors and our Operations team on a daily basis, but also for maintaining all of the firm’s software and technology systems. Travis came to WealthSource after three years of employment with Air Wave Networks and has had formal training in C++ and Java. He is currently attending the University of Oklahoma where he is studying both Aerospace Engineering and Mechanical Engineering. Travis currently lives in Edmond, Oklahoma, with his wife and son. In his free time, Travis enjoys woodworking and hunting.

TRAVIS PATTON

Technology Associate

​Tricia is responsible for human resources, payroll, bookkeeping and events. She earned her Bachelor’s Degree in Industrial Technology from the California Polytechnic University, San Luis Obispo (CalPoly) in 1990. Soon after graduation she began working for American Eagle Airlines and enjoyed that job for over ten years.

After traveling for many years to other countries with American Airlines and taking many cooking classes while traveling, she decided to start her own company cooking for others as a caterer. She joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2009 at its inception and is an integral part of WealthSource. She loves the balance between work and family life that her position offers her. She has four children, so she wears many hats at work as well as at home.

Tricia is happy to call San Luis Obispo her home and likes that WealthSource Partners allows her to have a job where she is part of a dynamic team.

TRICIA MULAY

HR Specialist

Warren is the Client Service Associate for Scott McManus. He joined the WealthSource team in 2021 and has lived on the Central Coast of California since 2016. Warren absolutely loves the costal views and great local mountain hikes offered by the Central Coast. In his time outside of the office, he enjoys contributing to open source software, running on the beach, and cooking.

WARREN VAN VELKINBURGH

Client Service Associate

Wes became a Private Wealth Advisor of WealthSource Partners in 2016. Immediately prior, Wes was a Registered Representative at Wells Fargo Advisors. Wes started his financial services career in June of 1999 at Morgan Stanley Dean Witter Inc. and in August of 2005, left to join A.G. Edwards & Sons, which after several acquisitions became Wells Fargo Advisors. Wes attended Allan Hancock College.

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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.

WES BROWN

Private Wealth Advisor

CFP®

Zak enjoys helping business owners and executives navigate the complexity of their financial lives. Zak and his wife Merrill are lucky dog-parents to their Yorkie-Poo, Reese. They love to travel, especially if there is a beach (so much so that they got married on the beach). Zak played Division 1 soccer while pursuing his finance degree at West Virginia University — and he enjoys skiing, running, hiking, and really anything that gets his blood pumping.

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.

ZAK LEEDOM

Independent Wealth Advisor

CFP®

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