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, eventually landing her the VP of Human Resources position.

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.”

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.

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).

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.