Executive Team



Name Position Location

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.

Chief Executive Officer
California

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 two sons and enjoys frequently visiting family in Wyoming.

Chief Operating Officer
Colorado

Jon Dubravac serves as the Chief 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, and achieved production recognition as “Rookie of the Year” in 2007.  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.

Chief Development Officer
Colorado

Kelly Smith serves as WealthSource Partners’ Chief Strategy Officer.  He focuses on the strategic vision of the firm and internal advisor relationship development.  Currently, Kelly also provides investment and financial planning advice to clients of the firm, which gives him a unique perspective.  Prior to joining WealthSource, Kelly was a Partner and Financial Advisor of Vellum Financial, one of two firms that merged to form WealthSource, and operated Vellum’s Santa Maria, California, office. Kelly graduated in 1993 from the California Polytechnic State University, San Luis Obispo (Cal Poly) with a Bachelor of Science degree.  He also attended the University of California, Santa Barbara (UCSB) in 2009 and 2010, receiving his certificate of completion for the course work necessary to take the Certified Financial Planner (CFP®) examination, which he took and successfully passed in November 2010.  Kelly also holds the Accredited Asset Management Specialist (AAMS®) designation, which he received from the College for Financial Planning in November 2004.

Kelly enjoys working with individuals and professionals that are within 10 years of retirement, as well as small business owners that need assistance with company sponsored retirement plans.  Kelly works closely with his clients to learn what is really important to them, and to find out their “why” to investing.  He likes to get “back to the basics” and help provide answers to those questions that keep his clients awake at night.  His goal is to provide general education to his clients, empowering them to understand the markets and economy, which provides them with the clarity to understand the importance of investing and reaching their goals.  Kelly, like the rest of the WealthSource team, strives to always be available to listen to our clients’ needs and to offer viable solutions.  He is always looking at improving the level of service and efficiency our firm provides so that our clients always have an outstanding experience when working with WealthSource Partners.

Kelly began his career in the financial services industry in 1996 and has worked at various firms.  He joined Vellum Financial in 2010 because he wanted to be part of a firm where transparency, client focus, and growth were at the center of the firm’s culture.  Kelly contributes to the communities of both Santa Maria and San Luis Obispo through his involvement as a Rotarian in the Santa Maria Breakfast Rotary Group, which is an affiliate of Rotary International.  Kelly has been married for 21 years to his wife, Elena.  During any “precious spare time” he has, Kelly enjoys golfing, cycling, and spending time with friends and family.

 

 

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.”  The ACCREDITED ASSET MANAGEMENT SPECIALIST℠ and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Chief Strategy Officer
California

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.

Chief Compliance Officer and General Counsel
California

Advisors



Name Position Location

Business owners and affluent individuals, especially those with highly appreciated assets held for long periods, can be confronted with the difficulty of finding and selecting a financial adviser who can provide comprehensive wealth management services specific to their planning needs.  Alan has focused his career on working with affluent individuals as well as business owners and their families to enable them to make smart decisions with respect to their assets through enhanced tax and investment planning.

He works with and coordinates professionals across multiple disciplines in order to provide clients with a comprehensive approach to wealth management that covers:

  • Wealth Enhancement – tax planning and coordination;
  • Wealth Protection – including trust, estate, insurance and retirement planning;
  • Wealth Transfer – estate and business planning;
  • Investment Management – continuous and regular investment advice; and
  • Relationship Management – close collaboration with client legal and tax advisors.

For affluent individuals with assets that have appreciated substantially in value, such as real estate holdings or concentrated stock positions, Alan coordinates the development and execution of plans that can minimize or eliminate taxes on the sale of the assets, provide individuals with tax-advantaged or tax-free income for life and/or enable individuals to pass on the full value of their assets to their heirs.

For business owners, Alan coordinates the development and execution of plans that can assist their companies in building value and improving net profits and creates and executes exit plans that are designed to provide for continuity of the business after a transition or sale, optimize the value of the business for the business owner, minimize or eliminate taxes that would otherwise result from a transition or sale, generate tax-favored or tax-free income for the life of the business owner and enable business owners to pass on the full value of their businesses to their heirs.

Alan put himself through college by working in family-owned businesses.  After graduating from UCLA with a Bachelor’s degree in Mathematics, his father died suddenly, intestate, as he was about to embark on a tour of duty to serve as an officer aboard a U.S. Navy combat ship, leaving Alan to provide for his mother for the rest of her life.  His experience working in family-owned businesses, coupled with his family’s lack of planning, set him on his life’s mission – to provide a service to individuals and business owners to help them plan for themselves and their families.

 

The ChFC® and CLU® are the property of The American College, which reserves sole rights to its use, and is used by permission.

Securities offered through Fortune Financial Services, Inc., Member FINRA / SIPC, located at 3582 Broadhead Road, Suite 202, Monaca, PA 15061, (888) 858-9956.  WealthSource Partners, LLC and Fortune Financial Services, Inc. are independent companies.  Opis Insurance Services, Inc., California Insurance License #0B60885; Alan Hughes Campbell, California Insurance License #0775396.  Check the background of this investment professional on FINRA’s BrokerCheck.

Independent Wealth Advisor
Advisors

Mark has been in the financial services industry for over 13 years serving in various capacities from corporate consulting for Wells Fargo Wholesale Bank, where he advised institutional clients with respect to electronic and e-commerce payments and risk management, to providing investment advice to business executives, individuals and families.  He was also previously a member of LPL Financial’s Investment Policy Board.  Mark works diligently to deliver his diverse clients timely and unbiased financial advice.

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

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

Independent Wealth Advisor
Advisors

Mark is an Independent Wealth Advisor with WealthSource Partners.  He received his Bachelor of Science degree from the University of Northern Colorado, where he was a four-year letterman in football as a defensive back.  Upon graduation, Mark became an integral member of the football coaching staff at the University of Wyoming as he worked towards his Master’s degree.  After leaving Wyoming, Mark began his career in financial services and quickly advanced to the title of Chief Investment Officer for an independent firm in Lakewood, Colorado.

Mark deploys an unbiased investment approach predicated on risk management and loss avoidance, theoretically creating more consistent, reliable returns.  Mark’s investment model portfolios are designed to be both low cost and tax efficient while specializing in ongoing, tactical changes to adapt to market conditions.  Mark focuses on broad asset class diversification & income generation as the basis of his investment approach.  Mark and his wife Megan reside in Parker, Colorado, with their two boys.

Independent Wealth Advisor
Advisors

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.

Independent Wealth Advisor
Advisors

Bryan is a CFA® charterholder with 15 years of experience in private wealth management at Avant-Garde Advisors, Bernstein Global Wealth Management, and UBS Financial Services.  Bryan has an MBA from the Kellogg School of Management at Northwestern University, a Master’s degree in electrical engineering from the University of Southern California, and a Bachelor’s degree in engineering from Duke University.  He is also a former Air Force officer who served five years in space technology development and was also a former Military Social Aide to the President at The White House.  Bryan’s focus is providing financial planning and investment management with particular attention to risk management and tax efficiency.  He is married with two children and spends his free time playing golf, skiing, and hiking 14ers.

Independent Wealth Advisor
Advisors

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

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

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

 

 

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Independent Wealth Advisor
Advisors

Travis came to WealthSource as one of Avant-Garde’s most tenured advisors.  He manages money for a select group of high net worth individuals.  Travis began his career in the financial services industry in 1998 after earning a Bachelor of Science degree in Economics from the University of Utah.  In 1999, Travis joined Charles Schwab, where he worked in various capacities, including as a Portfolio Consultant for high net worth individuals, corporations and pensions.

In 2007, Travis started his own registered investment adviser, Cook Investment Management, where he was able to fully implement his own investment philosophy without constraint.  Travis strongly believes that retail clients should, to the degree possible, invest like the big institutions.  He specializes in technical and quantitative analysis with the end goal of reducing volatility and avoiding large bear-market declines.

Travis has a passion for educating clients and helping them succeed.  He feels a deep level of commitment to his clients and enjoys offering “different” solutions and approaches to investment management.  He has been happily married for 16 years and has two young boys.  His extra time is spent with his family in the mountains of Colorado fishing, hiking, camping and riding dirt bikes.

Independent Wealth Advisor
Advisors

Doug directs WealthSource Partners’ Mountain West Region and lends three decades of portfolio management experience. He began his career in 1983 as an Assistant Portfolio Manager for Norwest Bank Minnesota and then became a Fixed Income Trader and Portfolio Manager for its subsidiary, United Capital Management (“UCM”) in 1985.  While at UCM, Doug traded government, corporate, and municipal bonds for their national account base.  In 1995, Doug became a Portfolio Manager for First Commercial Capital Management (FCCM) in Little Rock, Arkansas.  In addition to managing his client’s portfolios, Doug authored FCCM’s quarterly investment letters, explaining portfolio strategies to key FCCM clients.

In 1998, Doug had the opportunity to return to his home state of Colorado by becoming a Senior Portfolio Manager at Wells Fargo Private Asset Management.  During Doug’s tenure at Wells Fargo, he managed assets for foundations and individual investors and evaluated and researched stock ideas for Wells Fargo’s buy list.  In 2005, Doug started his own investment advisory firm, May-Investments, which he built to over $63 million in assets in just eight years.

Doug is married with three active boys.  He is involved in the community and has served on numerous boards, including the boards for the Museum of Western Colorado and the Colorado Mesa University Foundation.  Doug received his Bachelor degree in Economics from Stanford in 1983 and became a CFA® charterholder in 1987.

Director of Mountain West Region
Advisors

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

Independent Wealth Advisor
Advisors

Barbara brings a reservoir of experience in insurance, accounting, and financial planning that spans roughly 30 years.  Utilizing her background and her focus on client service, Barbara serves the Mountain West Team by helping high-net-worth individuals achieve their financial goals.

Barbara is married and has two children.  She participates in the Women’s Mentoring Agent Network, Chairs the JUCO Host Committee for the Grand Junction Rotary Club, serves as a board member for both STRIVE Foundation and Hospice and Palliative Care of Western Colorado’s Planned Giving Council, and serves on the Grand Junction City Council.  Barbara received her Bachelor of Business Administration degree with a major in accounting from Southwest Texas State University in San Marcos, Texas.

Independent Wealth Advisor
Advisors

Kevin began his career in the financial services industry in 1990.  In 1998, Kevin became a financial advisor at Edward Jones where he mentored other financial advisors.  Then, in 2004, Kevin opened Swanson Financial Services, which offered independent financial advice to his clients.  In 2012, Kevin joined Vellum Financial, one of the companies that merged to create WealthSource, as a Partner.

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

 

Kevin Swanson is a Registered Representative of Comprehensive Asset Management and Servicing, Inc. Securities offered through Comprehensive Asset Management and Servicing, Inc., Member FINRA / SIPC, located at 2001 Route 46, Suite 506, Parsippany, NJ 07054, (800) 637-3211. WealthSource Partners, LLC and Comprehensive Asset Management and Servicing, Inc. are independent companies. Check the background of this investment professional on FINRA’s BrokerCheck.

Private Wealth Advisor
Advisors

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.

Independent Wealth Advisor
Advisors

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.

Private Wealth Advisor
Advisors

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.

Independent Wealth Advisor
Advisors

Larry has been advising clients on the Central Coast of California for over 20 years.  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 Southern California.

He now helps clients find the best strategies for accumulating, preserving and transferring their wealth.

Independent Wealth Advisor
Advisors

Jason Lohe brings an extensive professional background to WealthSource Partners with over 17 years of combined experience in the financial services and sports industries.  He was one of the first employees in the front office for the original San Jose Clash/Earthquakes (a Major League Soccer Franchise) and worked in the Oakland Athletics’ front office as well as for the Octagon Football Sports Agency.  He is the CEO of Safeguard Financial and Insurance Services and was also the founder of Game Plan Wealth, Inc. (an athlete-run sports marketing and talent representation agency).  Prior to founding Safeguard Financial and Game Plan Wealth, Jason worked for Morgan Stanley as a financial advisor, specializing in equity collars, and for AIG Advisor Group.  Jason also worked for Cambridge Investment Research and JP Morgan Chase prior to joining Avant-Garde Advisors in February of 2015, which brought him to WealthSource Partners as a result of the 2016 merger between Avant-Garde Advisors and Vellum Financial.

Jason is a graduate of San Francisco State University and currently resides in San Ramon, California with his wife Misty and daughters Kaitlyn and Lauren.

Independent Wealth Advisor
Advisors

Arlene is our Client Relations Manager in our Santa Maria, California office and does much to support the firm and our Operations Team.  She has held positions at multi-national investment firms, including Banking Services Officer, Branch Office Manager and Regional Coordinator.  Arlene believes that WealthSource Partners sets aside everything hidden, redundant or overly-complex, so our clients get a head start on simplifying their wealth just by walking through our door.

Arlene is an active member of her community and previously served on the Board of Directors for the Santa Maria Noontime Kiwanis.  She enjoys traveling and making stained glass.  She has two adult sons and three grandsons.

Client Relations Manager
Advisors

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

Jacqueline Yapp, CFP®
10250 Constellation Blvd., 23rd Floor
Century City, CA 90067
310-270-9932 Main
310-270-9948 Direct

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.

Independent Wealth Advisor
Advisors

Ron is an Independent Wealth Advisor of WealthSource Partners and is also the President and CEO of Harvey & Companies, Inc., a third-party retirement plan administrator.  Ron graduated from the Indiana University School of Law in Bloomington, after which he engaged in the private practice of law for five years.  Then, Ron joined the legal department of McCready & Keene, Inc., an actuarial firm in Indianapolis, Indiana for three years.  He was then hired as a legal consultant with Engler, Schwechter, Zoghlin and Mann in Chicago and three years later he joined Abraham, Axelrod, Fraidstern & Moss in Ft. Lauderdale.

In 1986 Ron helped to set up and became the President of HCH Companies, Inc., which subsequently became Harvey & Companies, Inc. and specializes in the design and administration of qualified retirement plans (i.e., Pension Plans, Profit Sharing Plans and 401(k) Plans).  As an Independent Wealth Advisor of WealthSource Partners, Ron works with La Jolla Economics, Inc. out of La Jolla, California in developing allocation strategies that utilize a passive management style.

Ron is married to Luisa V. Harvey and has lived in St. Petersburg, Florida since 1980.  He’s an avid world traveler and an accomplished skier.

Independent Wealth Advisor
Advisors

Christopher is a Chartered Financial Analyst (CFA®) and a Certified Financial Planner (CFP®) with over 17 years in the financial services industry.   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 and joined Wachovia Bank as a Relationship Manager.  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.

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 play tennis, cycling and fly fishing with his son Daniel.

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.
Independent Wealth Advisor
Advisors

Esteban Hernandez is an Independent Wealth Advisor at WealthSource Partners with a passion for helping individuals and families navigate the ongoing process of wealth management in a disciplined manner.  Through focused listening and strategic planning, Esteban identifies a client’s tolerance for risk while capturing their long- and short-term goals.  In addition to providing valued insight on today’s ever-changing market, he strives to build investment plans and strategies that will help clients preserve and grow capital according to their objectives.

Before beginning his career in the financial services industry, Esteban was a member of the United States Marine Corps and is a proud veteran of Operation Enduring Freedom.  Esteban started his career in the financial services industry in January of 2005 and has worked as a Financial Advisor at Morgan Stanley and BB&T Scott & Stringfellow prior to joining WealthSource Partners.

Esteban resides in Boca Raton, Florida.  He is also a Graduate Teaching Assistant at Florida Atlantic University where he is currently working towards a Master of Science degree in Finance.  In addition to his love of education and his desire to help empower people to make informed investment decisions, Esteban devotes time volunteering as a youth basketball coach for the YMCA, for which he has a profound passion, and providing free consulting services to the Family Readiness Team – Alpha Unit, Inc., a non-profit organization which provides support services to the children of military families.

Independent Wealth Advisor
Advisors

Mark comes to WealthSource with more than 29 years of financial industry experience.  He began his career working for organizations such as Putnam Investments, Wellington Management and Invesco on the investment product side of the business.  Then, in 2000, Mark sought out a more satisfying career path and transitioned to working with individuals and families on the private client side of the business, where he managed investment advisory relationships at Atlantic Trust, CBIZ, McGibbon Asset Management and then Centric Investment Group before joining WealthSource.

Mark likes to stay current with trends in portfolio management, financial planning, and estate and tax planning.  He takes a very active role in the management of his clients’ portfolios, using a disciplined approach to guide clients to achieving their long-term goals.  The backbone to his approach is based on Modern Portfolio Theory, which he uses in conjunction with assessing his clients’ needs, experiences and risk tolerances before embarking on a portfolio strategy.

Mark obtained his Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of Colorado Boulder in 1986.  He is a former member of the Rockies Venture Club and the Estate Planning Council of Southeast Denver and is currently a Mentor for the University of Colorado Leeds School of Business Professional Mentorship Program for Undergraduates.  Additionally, Mark has audited courses offered by the University of Denver Graduate Tax Program and completed Cannon Financial Institute’s Personal Trust I curriculum.  He is currently a member of the Denver Athletic Club and a supporter of Clinica de Tepeyac and the Bonfils Blood Center.  He has also been involved in fund raising for the American Diabetes Association since 2015.

Mark and his wife enjoy leading an active and healthy lifestyle, along with their Black Labrador Retriever Max.  In his leisure time, Mark enjoys running, cycling and being in the great outdoors of Colorado, along with domestic and international travel, and tasting good food, beer and wine.

Independent Wealth Advisor
Advisors

Michael began his career in New York at NBC Universal Cable and then with Booz & Company. In 2013, Michael sought a more redeeming and satisfying career path in his hometown of Los Angeles, where he could work directly with private clients, help them achieve their unique goals and simplify the complexities of the investment and financial planning process.

Michael brings knowledge in the application and management of tax strategies, estate planning alternatives and wealth accumulation and preservation into and through retirement. He seeks to serve his clients with a deep understanding of the securities markets and investment management strategies while specializing in life transitions and business ownership considerations. He earned his Bachelor of Business Administration degree from Baruch College, The City University of New York. In the past, Michael has provided complementary services to not-for profit finance and strategic planning committees of charitable organizations in the Los Angeles area. He lives in West Los Angeles with his family and is an avid cyclist and enthusiast photographer.

Independant Wealth Advisor
Advisors
Office Manager
Advisors

Support Team



Name Position Location
Office Manager
Advisors

Jeni became WealthSource Partners’ Head of Operations when Avant-Garde Advisors merged with Vellum Financial in 2016.  Dedicated to accuracy, efficiency, and compliance, she oversees the Operations Team for all advisors on the platform.  Jeni’s focus is to ensure her team provides our advisors with unsurpassed service and personal attention so they can, in turn, do the same for their clients.  Jeni brings strong and diverse service and operations experience to WealthSource.  She served as a Registered Personal Assistant at several Broker/Dealers to top-producing representatives and was a trainer in Dealer Services for Oppenheimer Funds.  Jeni has developed powerful relationships with our custodians’ service teams, assisted in our comprehensive technology upgrades, and enjoys finding ways to improve our advisors’ back-office experience.  Having seen many different aspects of the financial industry, she is a great believer in the client-centric fiduciary approach that WealthSource Partners implements as an independent registered investment adviser.

Jeni is a Colorado native and received her Bachelor of Science degree in Finance from Colorado State University.  She lives in Parker with her husband and two teenage sons and tries to find as much time as possible to entertain, cook or ski with family and friends.

 

Head of Operations
Colorado
I never did mind about the little things.
Office Administrator / Advisor Support
Support Team

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

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

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

Human Resource Manager
California

Jasmine is an Operations Specialist at WealthSource Partners.  Prior to joining the firm, Jasmine 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.

Operations Specialist
San Luis Obispo Area

Arlene is our Client Relations Manager in our Santa Maria, California office and does much to support the firm and our Operations Team.  She has held positions at multi-national investment firms, including Banking Services Officer, Branch Office Manager and Regional Coordinator.  Arlene believes that WealthSource Partners sets aside everything hidden, redundant or overly-complex, so our clients get a head start on simplifying their wealth just by walking through our door.

Arlene is an active member of her community and previously served on the Board of Directors for the Santa Maria Noontime Kiwanis.  She enjoys traveling and making stained glass.  She has two adult sons and three grandsons.

Client Relations Manager
Advisors