Discover customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your investment expenses and taxes.
Every investment recommendation starts with understanding your goals, time horizon, and comfort with risk. Our aim is to craft a customized portfolio to help you get further in achieving your goals.
Left unmanaged, taxes can potentially erode your investment gains and compromise progress toward your goals. This is why at WealthSource, we consider taxes as an integral part of investment advice. Our advisors can design low-cost, tax-efficient portfolios to help you keep more of what you make.
WealthSource seeks out the world’s most sophisticated investment solutions to provide institutional quality services to private investors. Our dedicated Investment Team performs due diligence on, curates, and customizes investment strategies — so that you have the tools you need to adapt to the ever-changing financial landscape.
We believe that there is no universal “best way to invest.” Modern-day investors have a lot of options to choose from, but that doesn’t automatically result in better decisions. Our job is to curate investment choices, align your goals with strategies, and bring you the breadth of access to credible solutions coupled with a boutique approach to implementation.
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.
FInancial Planning AssociateCFA
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.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.