WEALTHSOURCE PARTNERS - Key Persons
Job Titles:
- Advisor
- Client Relationship Manager
- 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.
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.
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.
Job Titles:
- 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.
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.
Job Titles:
- Private Wealth Advisor Business 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.
Job Titles:
- Independent Wealth Advisor
Job Titles:
- 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.
Angela started her career in the financial services industry in 2002. Formerly a Private Banker with Wells Fargo, Angela also served as Vice President of Private Banking at Timberline Bank. Angela joins the Monument Wealth team to deliver financial planning, retirement planning, and portfolio management services.
Angela is a Colorado native and has been in the Grand Valley since 1982. A passionate advocate for her community. Angela has also helped build and maintain hiking and biking trails in and around the Grand Valley. Angela and her husband Brian have two very spoiled yellow Labrador Retrievers named Regina and Max. When Angela is not working, she can be found outdoors with Brian and friends, enjoying all the activities the Western Slope has to offer.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
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.
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.
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.
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.
Job Titles:
- Independent Wealth Advisor
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.
Job Titles:
- Executive Support Specialist for Bryan Sullivan
- VP of HR & Finance
Bruce has spent most of his financial services industry career focusing on equity management and portfolio asset allocation strategies. Bruce returned to his hometown of Canton, Ohio in 2012 and prior to that, worked at various firms such as Citigroup, Columbia Management and FleetBoston Financial. Since 2018, when Bruce joined up with Paul Guerra, he's been primarily responsible for client relationships and portfolio management for his and Paul's clients.
Bruce earned a Bachelor of Science degree in Engineering and Master of Science degree in Management from Case Western Reserve University. He also holds the highly prestigious Chartered Financial Analyst
Bruce enjoys travel, music, fitness training, and economic history. His true passion, however, remains with sharing the economic benefits available through the equity markets and the wealth-building opportunities these markets provide to his clients. Bruce is also active in providing personal coaching, scholarship opportunities and career-mentoring to inter-city students in Canton.
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.
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.
Job Titles:
- Independent Wealth Advisor
Job Titles:
- Independent Wealth Advisor
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.
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.
Prior to joining WealthSource, Cameron was a Trader at Swan Global Investments, LLC where his primary focus was trading options, managing risk tolerances, and working with ETF and Mutual Fund portfolio managers. During his time at Swan, Cameron helped develop reports and tools that accelerated the efficiency and performance of their investment management processes. He is someone who brings an analytical and methodical perspective when optimizing problem solving.
Jennifer is a vital member of WealthSource's team serving as a Transition Specialist. Jennifer joined WealthSource in October of 2021 and has been a fantastic addition to the team. In her role as a Transition Specialist, Jennifer helps facilitate seamless transitions for advisors who are joining WealthSource by addressing their needs from the back office to the front lines. 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 Direct Caregiver in a group home.
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.
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.
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.
CHRIS SHEA - Chief Investment Officer
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.
Job Titles:
- Independent Wealth Advisor
Job Titles:
- 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 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.
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 over 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, performing due diligence on alternative investment managers, and restructuring and helping to lead AFN's Investment Committee.
At WealthSource, Dante is a part of the investments team and leverages his experience in investment platform development to aid in the ongoing development and improvement of WealthSource's investment platform.
Dante graduated from the University of Texas at Dallas with a Bachelor of Science degree, cum laude, in Finance and with a Master of Business Administration degree. While earning his Bachelor of Science degree, Dante presented research that he authored on behavioral economics at the University of Cambridge and Oxford University.
Dante currently lives in Dallas, TX with his wife and son. In his spare time, he enjoys working out, spending time with his family, and traveling.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Job Titles:
- Senior Investment Analyst
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.
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.
Job Titles:
- Independent Wealth Advisor With
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.
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.
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.
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.
Job Titles:
- Independent Wealth Advisor
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, Chief Legal Officer
Job Titles:
- Chief Compliance Officer
- General Counsel
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.
Job Titles:
- FInancial Planning Associate
- VP of Financial Planning
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.
Job Titles:
- Senior Client Relationship Manager With Wealth
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.
Devin Tellone joined WealthSource as a Client Relationship Manager in February of 2022. Before joining, he worked in the Financial Services Industry for 5 years in Client Relations and Marketing. He graduated from Cal State Fullerton in 2015 with a degree in Communications.
Devin currently lives in Anaheim Hills, CA with his wife Kieley. During his free time, he enjoys fitness activities and spending quality time with friends and family.
Job Titles:
- Client Relationship Manager
- Paraplanner
Diana Vargas brings eager and supportive energy to her role as a Client Relationship Manager. She is dedicated to the goal of ensuring that clients have a positive experience with account openings, money movement, and ongoing customer service.
Job Titles:
- Client Relationship Manager
Diana Vargas brings eager and supportive energy to her role as a Client Relationship Manager. She is dedicated to the goal of ensuring that clients have a positive experience with account openings, money movement, and ongoing customer service.
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.
Job Titles:
- Independent Wealth Advisor
- Member of Grand Junction 's Horizon Sunrise Rotary Club
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.
Job Titles:
- Investment Research Analyst
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.
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.
Job Titles:
- Creative Director, Model FA
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.
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.
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.
Job Titles:
- Independent Wealth Advisor
- Registered Representative of Fortune Financial Services
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!).
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.
Job Titles:
- VP of Marketing Services, Model FA
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 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 Specialist SM and holds a Bachelor degree from Texas Tech University.
Job Titles:
- 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 Specialist SM and holds a Bachelor degree from Texas Tech University.
Job Titles:
- Assistant to Andrew Davis
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.
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.
Michael Sicuro is an Advisor Support Specialist 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 and has a Certificate in Personal Financial Planning from UCLA Extension.
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.
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 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).
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.
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.
Job Titles:
- Independent Wealth Advisor With WealthSource® Partners
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.
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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Jeff started his career in financial services in 2015. Prior to joining WealthSource, Jeff served as the Executive Director of Financial Planning at Heritage Investors, LLC with a focus on helping business owners with exit planning, retirement planning, estate planning, and comprehensive personal planning. In his earlier career, Jeff served as an Army helicopter pilot and a combat veteran, as well as a Sales Manager in pharmaceutical and industrial equipment sales.
Jeff holds a Bachelor of Science degree in Professional Aeronautics from Embry-Riddle Aeronautical University, as well as Bachelor of Science degree in Chemistry from Armstrong Atlantic State University.
Jeff and his wife, Jen, have two daughters. The Jeter family loves cheering for the University of Tennessee's various athletics programs and are active members of their church, Fairview United Methodist.
Job Titles:
- Private Wealth Advisor Business Advisor
Job Titles:
- Independent Wealth Advisor
Jennifer is a vital member of WealthSource's team serving as a Transition Specialist. Jennifer joined WealthSource in October of 2021 and has been a fantastic addition to the team. In her role as a Transition Specialist, Jennifer helps facilitate seamless transitions for advisors who are joining WealthSource by addressing their needs from the back office to the front lines. 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 Direct Caregiver in a group home.
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.
The oldest of four children, Jillian has been in and around small businesses since she was a small child. Her father is the third generation to inherit her family's forestry business. This is where she was first introduced to the inner workings of a small business. Likewise, it's where she found her passion.
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.
Job Titles:
- 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 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.
The oldest of four children, Jillian has been in and around small businesses since she was a small child. Her father is the third generation to inherit her family's forestry business. This is where she was first introduced to the inner workings of a small business. Likewise, it's where she found her passion.
John believes that marketing should go beyond impacting any company's bottom line - all the way to improving the lives and well-being of everyone touched by that company. With experience that includes time as a Graphic Designer for Knoxville ad agencies, as well as Art Director for niche magazines sold across the country, John brings years of experience in inbound marketing, e-commerce, and email strategy.
A loving husband and father of two teens, John loves outdoor activities like photography, kayaking, and soaking up the sun in his Miata. When the weather doesn't favor outdoor activity, John enjoys "hunting and pecking" on the guitar. Apart from being an active member of NorthStar church, John spends his weekends restoring bicycles for the neighborhood kids and charity.
Job Titles:
- Instructor
- Independent Wealth Advisor
- Registered Representative of Fortune Financial Services
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.
Job Titles:
- SEO & Content Marketing Specialist
John believes that marketing should go beyond impacting any company's bottom line - all the way to improving the lives and well-being of everyone touched by that company. With experience that includes time as a Graphic Designer for Knoxville ad agencies, as well as Art Director for niche magazines sold across the country, John brings years of experience in inbound marketing, e-commerce, and email strategy. A loving husband and father of two teens, John loves outdoor activities like photography, kayaking, and soaking up the sun in his Miata. When the weather doesn't favor outdoor activity, John enjoys "hunting and pecking" on the guitar. Apart from being an active member of NorthStar church, John spends his weekends restoring bicycles for the neighborhood kids and charity.
Job Titles:
- Chief Business Development Officer
John believes that marketing should go beyond impacting any company's bottom line - all the way to improving the lives and well-being of everyone touched by that company. With experience that includes time as a Graphic Designer for Knoxville ad agencies, as well as Art Director for niche magazines sold across the country, John brings years of experience in inbound marketing, e-commerce, and email strategy. A loving husband and father of two teens, John loves outdoor activities like photography, kayaking, and soaking up the sun in his Miata. When the weather doesn't favor outdoor activity, John enjoys "hunting and pecking" on the guitar. Apart from being an active member of NorthStar church, John spends his weekends restoring bicycles for the neighborhood kids and charity.
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.
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.
Job Titles:
- Chief Strategy Officer
- Financial Planner
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.
Job Titles:
- Independent Wealth Advisor
Job Titles:
- Financial Advisor at Edward Jones
- Independent Wealth Advisor
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.
Job Titles:
- Staff Accountant
- in 2022 As a Senior Staff Accountant
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).
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.
Job Titles:
- Independent Wealth Advisor
Laura began her career in Wealth Management in 1994 at a growing San Francisco firm where she was a key contributor in the firm's growth during her thirteen-year tenure. Following the birth of her first child, Laura found that her passion for this industry was truly sparked by helping women understand, grow and feel secure and empowered about their finances. To that end, in 2007, she joined a firm who shared her same desire to work with women and families who keep women part of the conversation.
Laura has shepherded her clients through up and down-market cycles, by working with her clients to understand what is important to each individual and setting a unique roadmap to weather storms and reach success. She has always been an avid fiduciary for her clients and joined WealthSource in May of 2022 in search of the most comprehensive solutions and a service model that puts clients first.
Laura is a graduate of the University of California at Davis and holds the Certified Financial Planner certification. She is a longtime member of the Sausalito Women's Club and has sat on various boards and subcommittees to support the SWC's philanthropic efforts to provide scholarships for deserving students residing in the Sausalito Marin City School District and to preserve the Julia Morgan clubhouse, a historical landmark. Laura resides in Sausalito, CA with her husband and two children where her free time is spent boating with her family and friends and cheering on her kids in all of their various endeavors.
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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Job Titles:
- Independent Wealth Advisor
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 where she currently resides in the Knoxville area with her husband. When Laura is not working, you can find her spending time with her husband and their two dogs Bear and Luna. She enjoys gardening, kayaking, hiking and doing almost anything outdoors!
Job Titles:
- Advisor Services Associate
Lisa joined WealthSource Partners as a Managing Partner in April of 2022. Lisa started her career in the accounting field working in a variety of industries for over 25 years until she expanded her career by transitioning into financial services in July of 2015 by joining ElderAdo Financial, Inc as a Financial Planner and then also as an Investment Advisor. In August of 2018, Lisa left ElderAdo Financial, Inc to join the Wealth Management division of Alpine Bank as a Vice President and Client Executive. Lisa received her Associate of Arts degree in Business from Rochester Community College and her Bachelor of Science degree in Accounting from Minnesota State University. In addition to being a CFP® certificant, Lisa is a Personal Financial Specialist (PFS) and a certified public accountant (CPA).
Lisa believes in giving back to her community; actively serving in various capacities for non-profit organizations operating in Montrose. In her free time, she can be found outdoors enjoying music concerts, hiking and camping.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Lisa Mauser returned to Wealth Source in 2021 after leaving in 2016 in order to purchase, rebrand and eventually sell a local hotel in Grand Junction. As a Client Relationship Manager, Lisa provides tailored concierge service s to clients to help coordinate their retirement-planning and investment-management needs. Proactive, caring and determined, she helps ensure that clients receive timely communications in a boutique setting.
Lisa began her financial services career in personal banking working for a family-owned bank, where she earned a reputation as a fierce advocate for her customers. Lisa then took a few years to raise her son s at home until Doug May recruited her in 2010.
Lisa grew up in Grand Junction where she married her husband, Scott, in 1997. She has two sons and enjoys camping and off-roading with her husband.
Job Titles:
- Client Relationship Manager
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.
Job Titles:
- Senior Client Relationship Manager With Wealth
Mackenzie Keener joined WealthSource in 2021 as an Operations Associate and has over 18 years of experience in client services, advisory assistance and operations support positions.
Raised in Santa Barbara, CA, Mackenzie met her husband to be in high school, married him in 2009 and now resides in Ventura County with her husband and two children. She enjoys running, hiking, traveling and spending time with family and friends.
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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Job Titles:
- Operations Associate
- in 2021 As an Operations Associate
Mackenzie Keener joined WealthSource in 2021 as an Operations Associate and has over 18 years of experience in client services, advisory assistance and operations support positions.
Raised in Santa Barbara, CA, Mackenzie met her husband to be in high school, married him in 2009 and now resides in Ventura County with her husband and two children. She enjoys running, hiking, traveling and spending time with family and friends.
Michael Sicuro is an Advisor Support Specialist 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 and has a Certificate in Personal Financial Planning from UCLA Extension.
Job Titles:
- Advisor
- Client Relationship Manager
Michael Sicuro is an Advisor Support Specialist 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 and has a Certificate in Personal Financial Planning from UCLA Extension.
Natalia's 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.
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.
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 is a Colorado native growing up in the town of Monument. He attended Metropolitan State University of Denver where he obtained a bachelor's degree in Business Management while playing baseball for the school's NCAA Division II program. Nic formerly worked at the Pepsi Center in Denver as Director of Events for the Colorado Avalanche, Denver Nuggets, and large concert tours. He entered the financial services industry in December of 2020 as a Financial Advisor with Northwestern Mutual focusing primarily on retirement planning and comprehensive insurance solutions.
Outside of work, Nic enjoys golfing, skiing, and spending time with family/friends.
Nic is based out of Grand Junction, CO and is committed to serving the people of the Western Slope in any way he can.
Job Titles:
- Client Relationship Manager
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.
Job Titles:
- Certified Financial Planner
- Private Wealth Advisor
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!
Job Titles:
- Assistant for Davee Hazama
- 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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
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.
Job Titles:
- President
- President and Chief Marketing Officer of Wealth
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.
Job Titles:
- Advisor
- Support Specialist
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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Paul began his financial services career in 1988 and has focused his efforts on helping clients address their financial concerns and develop strategies based on their specific needs, goals, and tolerance for risk, whether it be for individuals, businesses, or organizations. Having experienced major shifts in the financial markets throughout his career, Paul has dedicated his practice to delivering the professional and personalized service necessary to successfully navigate the uncertainty of today's financial markets.
Paul began his career in the financial services industry after serving as a US Army Special Forces (Green Beret) Detachment Commander. He has worked for various firms at various levels of responsibility.
Job Titles:
- Independent Wealth Advisor
Paul is a graduate of the United States Military Academy at West Point and earned a Master of Business Administration degree from Liberty University. He holds the Accredited Investment Fiduciary® (AIF®) and Certified Fund Specialist® (CFS®) designations.
An accomplished musician, Vanessa shares her talents as a singer/songwriter at regional venues such as coffee shops, wineries, churches, and special events. She has had the opportunity to record her original music while working with some of the industry's elite studio musicians at The Sound Kitchen near Nashville, Tennessee. Vanessa also has a passion for repurposing furniture, "rescuing" antiques, and gardening.
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.
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.
Job Titles:
- 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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
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.
Job Titles:
- Director of Advisor Transitions
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.
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.
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.
Job Titles:
- Independent Wealth Advisor
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.
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.
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.
Job Titles:
- Client Relationship Manager
Job Titles:
- 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.
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.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Job Titles:
- Platform Engineer
- Tech 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.
An accomplished musician, Vanessa shares her talents as a singer/songwriter at regional venues such as coffee shops, wineries, churches, and special events. She has had the opportunity to record her original music while working with some of the industry's elite studio musicians at The Sound Kitchen near Nashville, Tennessee. Vanessa also has a passion for repurposing furniture, "rescuing" antiques, and gardening.
Job Titles:
- Client Support Specialist
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.
Vanessa is the Client Support Specialist for our office in Canton, Ohio. Vanessa has worked with Paul Guerra since 2009 and focuses her efforts on providing excellent and professional service to clients. Before joining Paul's team, Vanessa served as a logistics/supply manager for PSA Airlines, where she was responsible for supporting the maintenance of a fleet of 130 aircraft.
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients' success.
Job Titles:
- Private Wealth Advisor
- 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.