Wealth, Simplified.

Our Team

WealthSource is composed of experienced, passionate financial advising professionals who understand the challenges of the industry. We are here to provide unmatched back office services that empower financial advisors to truly do the best for their clients. Learn more about the dedicated experts who want to be your allies and contact us today to get started!

All
Advisors
Executive Team
Support Team

Adi Ringer

Independent Wealth Advisor

Pismo Beach, CA

Alan Campbell, ChFC®, CLU®

Independent Wealth Advisor

Woodland Hills, CA

Alan Goodman

Independent Wealth Advisor

Boulder, CO

Amy Mahlen, CFP®, CDFA®

Independent Wealth Advisor

Centennial, CO

Andrew Davis

Independent Wealth Advisor

Thousand Oaks, CA

Barbara Traylor Smith, CLU®

Independent Wealth Advisor

Grand Junction, CO

Bryan Cannon, CFA

Independent Wealth Advisor

Centennial, CO

Bryan Sullivan

Chief Executive Officer

Arroyo Grande, CA

Christopher Benson, CFA, CFP®

Independent Wealth Advisor

Centennial, CO

Daniel Richards , CLU®

Independent Wealth Advisor

Eagle, ID

Daniel Rohr, CPA, PFS℠, Enrolled Agent

Independent Wealth Advisor

Arroyo Grande, CA

David Ito

Chief Compliance Officer

Arroyo Grande, CA

Doug May, CFA

Chief Investment Officer

Grand Junction, CO

Eric Patton

Chief Operating Officer

Centennial, CO

Evan Barrett

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

Independent Wealth Advisor

Woodland Hills, CA

Gene Gordon

Independent Wealth Advisor

Palo Alto, CA

Jacqueline Yapp, CFP®

Independent Wealth Advisor

Century City, CA

Jasmine Payne

Operations

Temecula, CA

Jeff Murray

Independent Wealth Advisor

Grand Junction, CO

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A Simpler Approach

Life is Complicated. Investing Shouldn’t Be.

A transparent and honest relationship starts with a human advisor that can understand your needs and goals. At WealthSource Partners we value the advisor-client relationship.

Technology can be a great tool or a complete waste of time and money. Utilizing a robust platform of advanced technology our advisors can simplify the client experience.

Financial Planning doesn’t have to be complicated. Our advisors focus on the big picture of financial planning and make the process as simplistic as possible. Sometimes it is as easy as investing differently to achieve your goals.

Stop Googling financial jargon your current advisors use. With our transparent and easy to understand communication you can truly understand your financial picture.