Tricia Mulay

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...

Tara Ricciardi

Joins WealthSource Partners as an Operations Support Agent in its Centennial, Colorado office and will assist in supporting advisor transitions, day-to-day operations, and operational process documentation. Prior to moving to Colorado from New York, Tara was a...

Michael Sicuro

Please check back soon to learn more about our Office Manager Michael.

Jennifer Gregory

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...

Jasmine Payne

Jasmine is an Operations Specialist 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...