VP of Client Service
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.