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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  • Our Team

Aaron Buemi, Paraplanner, focuses on providing a premier client experience throughout our financial planning process. Guiding a deep dive into your financial data, Aaron supports your advisor in delivering a robust and customized plan. Aaron explores unique opportunities for you through his strategic, problem-solving mindset. He is passionate about supporting your journey to financial confidence.

Before beginning his financial services career in May of 2021, Aaron excelled in his career with law enforcement for nearly 16 years. He served primarily as a detective during that time. Aaron’s professional background infuses acute attention to detail and thoroughness with every plan.

Born and raised in the Denver metro area, Aaron earned a Bachelor of Science degree in Marketing from Metropolitan State University of Denver in 2004. After college, Aaron briefly lived on the Western Slope in Craig, Colorado before moving back home.

Today, he resides in the Denver metro area with his wife Lindsay, their children, and a loyal dog. When they aren’t spending time with their close-knit, extended family, they enjoy beach vacations and hitting the road with their travel trailer.



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
  • 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.


Independent Wealth Advisor


Amanda joined WealthSource Partners in August of 2021 as a Registered Operations Associate. She graduated from Kent State University with a BA in English and Sociology and was thrilled when those reading comprehension and statistics skills proved useful in the finance industry. Driven by a love of learning and a passion for tiny details, she takes pride in her reliability and adaptability.

Amanda lives near Youngstown, Ohio. She enjoys drawing, sewing, and the painstaking effort of earning every single achievement in a video game.


Client Relationship Associate

Born into her family’s mechanical contracting company, Amy learned about running a business from a young age. Those lessons led her to successful stints in logistics, systems creation, education, and sales. Prior to joining WealthSource, Amy was the Chief Financial Officer and Chief Operations Officer of Heritage Investors, LLC. Before that, Amy served as an Independent Beauty Consultant for Mary Kay, Inc. and later as the National Area Manager, Executive Assistant and Event Coordinator for Lynnea Tate, an Independent National Sales Director of Mary Kay, Inc. In everything she does, Amy strives to create systems, improve processes, and empower people to become the best version of themselves.

Amy holds a Bachelor of Arts degree in History from Liberty University.

Amy is married with three children. In her free time, she enjoys reading, hiking, baking, traveling, music, and fitness.


Wealth Advisor

CEPA, Certified Value Builder™

Amy joined WealthSource Partners in February 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 Bachelor of Science Degree in Finance, and shortly thereafter became a Certified Financial Planner™ in 2006. After experiencing a divorce firsthand, 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.


Independent Wealth Advisor


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

Prior to joining WealthSource, April served as the Public Relations Coordinator for Heritage Investors, LLC and as a Marketing Manager at Ameriprise Financial Services, LLC. With a natural drive to create order out of chaos, April is committed to anticipating the needs of the team and seeing projects through to completion.

April holds a Bachelor of Science degree in Communication with a major in Public Relations from the University of Tennessee, Knoxville. She also holds a Master of Business Administration from King University.

In her free time, April enjoys staying active with anything that is outdoors (running, hiking, or biking). She also enjoys reading and spending time with family and friends.


Marketing Specialist

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.


Wealth Advisor


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 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.


Independent Wealth Advisor


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

Chris’ career in the financial services industry started in June of 2009 as an insurance agent for Western & Southern Financial Group, Inc. to serve and work diligently for his clients. Chris works well with motivated, hard-working individuals who want to develop a financial strategy that works under various circumstances in order to help them accomplish their future goals. When working with Chris, you can expect an educational approach to better understand what tools and strategies are available to help you succeed. Allowing Chris to be your financial resource can alleviate a lot of pressures that arise as your wealth continues to grow.

On a personal note, Chris attended Otterbein College in Westerville, Ohio where he received his Bachelor of Arts degree in Economics. He’s married to Brook Watson and they happily reside in Dublin, Ohio.


Independent Wealth Advisor


Chris started his career in 1998 as an Investment Associate in First Union National Bank’s institutional investment management division. In 2000, he 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 primarily focuses on helping high-net-worth families develop investment portfolios to meet their needs, goals, and objectives. Christopher received his Bachelor 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.


Independent Wealth Advisor


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 Master 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.


Independent Wealth Advisor


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.


Independent Wealth Advisor

David is WealthSource’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, has two children, and enjoys spending time with his family.


Chief Compliance Officer

and General Counsel

Donald started his career in financial services in 1999. Prior to joining WealthSource, since July of 2021, Donald served as an Investment Portfolio Manager of Heritage Advisors, LLC where he assisted business owners and their families with investment decisions. During his career, Donald has had exposure to multiple areas of finance, including commercial banking, international equity sales, futures trading, financial advising, and portfolio management.

Donald holds a Bachelor of Arts degree with a double major in Economics and Japanese from Bucknell University and a Master of Business Administration degree from the University of Michigan-Ann Arbor. He is passionate about social involvement and believes in investing time in the community around him.

A world traveler and an explorer of different cultures, Donald enjoys hockey, hiking, golf, and spending time with his family.


Wealth Advisor

Drew’s background in the environmental sciences has taught him the importance of putting people at the center of every decision. When it comes to accessing the right information quickly, asking the right questions, or simply taking the time to listen, Drew brings an analytical mind — and his passion for solving complex problems.

Drew holds a Bachelor of Arts degree in Biological Sciences from the University of Delaware. Drew and his wife Erica have two kids, Chase and Cameron. The family also includes a beloved ‘doxador’ named Dawkins and a cat named Chloe. The Dintaman family resides in Orange County, CA, where the great weather makes staying active outdoors easy – usually near the water – and exploring all sorts of fun (and food) within reach.


Wealth Advisor

Eric currently serves as the Chief Financial 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 Bachelor 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.


Chief Financial Officer, Co-Founder

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 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.


Independent Wealth Advisor

Graham Marshall is a life-long student of the markets. As a part of the WealthSource Partners team, he implements a value investing based philosophy within the framework of comprehensive financial planning. Before joining WealthSource, Graham operated as a Raymond James corporate advisor for 22 years. Graham is a Wealth Management SpecialistSM and holds a Bachelor degree from Texas Tech University.


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 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.


Client Relationship Associate

Jasmine is VP of Client Services 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 Client Services 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, traveling, gardening, and being outdoors.


VP of Client Services

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.


Independent Wealth Advisor


Wealth Advisor


Jennifer is a vital member of WealthSource’s team serving as a Client Relationship Associate. Joining WealthSource in October of 2021, Jennifer supports advisors in delivering premier service to clients. Her attention to detail shines through when deploying efficient implementation and a cheerful voice on the other end of the phone. Jennifer’s passion for helping others inspired her to earn an Associate in Arts degree in Social and Behavioral Sciences. Her professional background includes serving as a Special Needs Recreation Program Facilitator and as a Respite Care Provider.

Jennifer’s transition into working full-time in financial services began in 2014 when she accepted a position at an investment adviser as a Receptionist which included doing data entry and updating the CRM system. Her capacity for excellence led her to take on many other responsibilities including assisting in transitions and working on special projects, all of which helped her find her skill niche as a Systems Administrator.

In her free time, Jennifer loves to tap into her creative side with cookie decorating, cheering on the Los Angeles Dodgers, and spending time with her husband and two daughters.


Client Relationship Associate

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 of 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 to gain greater service and back-office support for his clients while continuing to use Raymond James as a custodian. Joel operates under WealthSource Partners’ umbrellas as a DBA Legacy Wealth Advisor.

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.

Form CRS


Independent Wealth Advisor


Jon Dubravac serves as the Chief Business Development Officer of WealthSource Partners and focuses his time on recruiting quality financial advisors for WealthSource. Jon played football at UCLA and with the San Francisco 49ers. His collegiate and professional football background has provided Jon with an expansive network and is a significant driver behind the success of WealthSource’s recruiting efforts.

In 2016, Jon co-founded WealthSource Partners when Avant-Garde Advisors & Vellum Financial unified their brands, employees and clients under one common vision & direction.

Jon co-founded Avant-Garde Advisors 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. While competing as a collegiate athlete, Jon received his Bachelor of Arts degree from the University of California, Los Angeles.


Chief Business Development Officer, Co-Founder

Justin Goodbread is an ambitious entrepreneur and a financial planner who makes God and family his priorities. Justin started his entrepreneurial journey at 15 years old and has started and sold multiple businesses.

Justin founded Heritage Investors in 2009 to help individuals, business owners, and retirees attain their financial goals. Justin also founded Heritage Business Advisors in 2019 to help business owners of all types realize their full potential. In 2022, Heritage Investors and Heritage Business Advisors were acquired by WealthSource and its affiliates.

Besides being a CERTIFIED FINANCIAL PLANNER™ professional, Justin holds an Associate’s degree from Abraham Baldwin Agricultural College in Environmental Horticulture Technology and a Bachelor’s Degree in Management from the University of Phoenix. In addition, he has earned the Certified Exit Planning Advisor credential and the Certified Value Growth Advisor certification.

When he is not working with clients or farming his own land, Justin goes on adventures with his wife, two sons, and daughter. He and his family enjoy exploring national historical sites, working on his farm, playing the piano and saxophone, eating pizza, and being active with the family’s church life.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Forbes Finance Council

To be eligible for membership in the Forbes Finance Council, individuals must be a senior-level executive of a financial services company and the company must generate a minimum of $1,000,000 in revenue or have a minimum of $1,000,000 in financing or the individual must have three years of experience as a publicly recognized business, leadership, career or executive coach. Individuals selected by Forbes’ internal membership-selection committee must pay an annual membership fee in order to secure their placement on the council.

Exit Planning Institute Leader of the Year – 2018

The Exit Planning Institute’s Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk taker and specialist while showing characteristics of collaboration.

Investopedia’s Top 100 Financial Advisors — 2018-2021

Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers. Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy. Neither performance nor client experience, however, were considered. No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List.’s 40 Under 40 Class of 2018

To be eligible for inclusion on magazine’s annual 40 under 40 list, the individual must be nominated via an online survey, which requires the nominator to provide information about the nominee’s professional and philanthropic achievements. Nominees must be 39 years of age or younger on December 31st of the year of nomination. Inclusion on this list is determined by based on survey responses received.




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.


Independent Wealth Advisor


Kristen Patton joined WealthSource in 2022 as a Senior Staff Accountant. Kristen has a Bachelor of Science degree in Business Administration from the University of Wyoming and a Master of Science degree in Accounting from Regis University. She is also a Certified Public Accountant. Her previous experience was in individual and business client tax return preparation and tax research and planning, but she is thankful to be working in a new facet of accounting.

Kristen enjoys glamping in the family camper, sipping a cup of java, and traveling the world to experience new cultures with her family.

While Kristen was born and raised in Laramie, Wyoming, she currently resides in Gales Ferry, Connecticut with her husband and three children. She is an active member of the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA).


Staff Accountant


Prior to joining WealthSource, Laura worked in various roles as an Operations Assistant, Assistant Manager, and Wellness Coordinator. Her various careers have helped her develop and zero in on her skills and efficiencies in organization and customer service and she’s been referred to as a “Swiss Army knife” before because of her willingness to jump in and help with any task.

Laura was born and raised in East Tennessee. She currently resides in the Knoxville area with her husband and daughter. When Laura is not working, you can find her spending time with her family and their two dogs Bear and Luna. She enjoys gardening, kayaking, hiking, and doing almost anything outdoors!


Client Services Associate

Lori Ready is a Client Relationship Associate with WealthSource. 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.


Client Relationship Associate

Michael Sicuro is a Client Relationship Associate at WealthSource Partners. He joined in 2016 previously working as an Office Manager for Vellum Financial LLC and Opis Advisors, Inc.

Mike graduated from California Lutheran University with a Bachelor of Science degree in Business Administration with an emphasis in Management.


Client Relationship Associate

Natalia’s passion lies in 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.


Chief of Staff


Nick is a Certified Financial Planner who specializes in helping medical and healthcare 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.


Wealth Advisor


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.


Client Relationship Associate

Peter B. Wolk is a former tax and estate planning attorney who started his career in financial services in 1977. As a graduate of the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics, Peter likes to help business owners set and attain goals that help them merge their business and personal lives. Moreover, his estate planning background gives him the ability to explain complex estate planning topics to his clients in a way that they can easily understand so that they can plan for post-retirement family affairs.

Peter has also found a passion in helping widowed and divorced women. There is a unique aspect to living on your own after having a relationship; when you add money into the equation, there is a stability that is sought for. It’s unknown territory for most; trust and confidence are critical to moving forward. In almost all cases, retirement is a key issue, along with safety of principal. Peter believes that there really is a science, game-plan if you will, to money that can be simple and effective and that his job is to create comfort and provide easily understood choices.


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.


Chief Technology Officer

Sandi Stepp, Vice President of Advisor Transitions, joined WealthSource in January 2020. She provides the firm with over 25 years of experience in the financial industry. Before joining WealthSource, Sandi served as the VP of Administration for a financial services firm in Calabasas, CA.

Sandi’s extensive experience, enthusiasm, and ability to multitask are integral to her role.

She focuses on providing personalized service which includes prompt and effective communication. Sandi is diligent to keep both clients and advisors a top priority during transitions. Her ability to organize, manage, and prioritize during complex situations is invaluable. You can be confident that Sandi’s tenure in financial services serves as proof that she continues to provide excellence in her work.

With Sandi’s leadership, our team will keep you informed. This includes how WealthSource is working to uncover opportunities for you.

Sandi resides in Ventura County, CA. She enjoys spending her free time engaging in recreational activities. Some of her favorites are home projects and crafts with her family and grandchildren.


VP of Advisor Transitions

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.


Client Services Associate

Stewart is a native of Michigan, growing up in the suburbs of Detroit. He attended Michigan State University and was a part of the Air Force ROTC program. In 2012, Stewart was commissioned into the United States Air Force and served at Hill Air Force Base in Utah along with a deployment to Kabul, Afghanistan as an Advisor for the Afghan National Police. Prior to working in the financial services industry, Stewart was a part of the University of Kansas Athletic Department and the Air Force Academy Foundation in philanthropic development. Before joining WealthSource, Stewart managed a Northwestern Mutual office in Grand Junction, CO as a Financial Advisor.

Outside of work, Stewart likes to spend time with his wife Shelbey, daughter Charlotte, and their three dogs. In addition, Stewart serves on the Board of Directors of the Colorado Chapter of the Alzheimer’s Association.

Stewart is a Retirement Income Certified Professional® (RICP®) and is committed to continuing his education and supporting our clients with integrity, excellence, and competence.

The Retirement Income Certified Professional® (RICP®) designation teaches techniques and best practices to create sustainable streams of retirement income. To earn the designation, an individual must have the equivalent of three years of full-time, relevant business experience such as insurance and health care, financial services and employee benefits, higher education instruction, or government regulatory services and must complete a three-course college-level program offered by The American College of Financial Services (“The College”) that requires approximately 180 hours of coursework and certification examinations. To maintain their certification, individuals must complete 30 credit hours of continuing education, including one hour in ethics, and pass a recertification examination every two years in addition to recommitting to The College’s Code of Ethics and paying a recertification fee annually.


Client Relationship Associate


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.


Platform Engineer

Valerie brings nearly 30 years of experience in office management, human resources, and process adherence to our team. In her role, Valerie provides daily operational help to enhance the client experience. Valerie is very well-organized and task-oriented, taking a results-driven approach to her work. In her free time, Valerie and her husband enjoy traveling to car shows where they show off their 1971 Ford Mustang and 1977 Ford F100 pickup truck.


Client Relationship 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.


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.


Wealth Advisor


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.


Wealth Advisor


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