Andrew Davis

Andrew Davis is an independent wealth advisor with WealthSource Partners in Thousand Oaks, California.  Andrew began his career working at two investment management firms located in Chicago where he spent over eight years helping high-net-worth individuals and...

Gene Gordon

Gene Gordon joins 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....

Evan Barrett, CFP®, ChFC®, CLU®, RICP®

Evan Barrett, to its platform. Evan was a Registered Representative of AXA Advisors for over nine-and-a-half years and brings a passion and expertise to the area of comprehensive financial planning. In his own words, his value proposition is simple: “We help people...

Alan Goodman

Formerly a professional in the technology arena, Alan worked for companies such as IBM, Cisco and NetApp as well as various start-ups over a 20+ year career.  A student of the financial markets for over 25 years, Alan followed his passion and became a financial...

Wesley Brown, CFP®

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,...