Talent. Teamwork. Results.

Aaron Buemi, Paraplanner, focuses on providing a premier client experience throughout our financial planning process. Guiding a deep dive into your financial data, Aaron supports your advisor in delivering a robust and customized plan. Aaron explores unique opportunities for you through his strategic, problem-solving mindset. He is passionate about supporting your journey to financial confidence.

Before beginning his financial services career in May of 2021, Aaron excelled in his career with law enforcement for nearly 16 years. He served primarily as a detective during that time. Aaron’s professional background infuses acute attention to detail and thoroughness with every plan.

Born and raised in the Denver metro area, Aaron earned a Bachelor of Science degree in Marketing from Metropolitan State University of Denver in 2004. After college, Aaron briefly lived on the Western Slope in Craig, Colorado before moving back home.

Today, he resides in the Denver metro area with his wife Lindsay, their children, and a loyal dog. When they aren’t spending time with their close-knit, extended family, they enjoy beach vacations and hitting the road with their travel trailer.

Alan’s mission is to help business owners, entrepreneurs and their families make informed, smart decisions about their assets for security, independence, growth, and inter-generational continuity. He employs a collaborative wealth management process, utilizing a professional network geared to a client’s specific and unique needs, and works closely with his clients’ key legal and tax advisors. Driving his vision is the realization that business owners are confronted with the difficulty of finding and selecting a financial advisor who can provide comprehensive wealth management services. He believes the key elements of true wealth management include:

• Wealth Enhancement (business and personal tax coordination and planning)
• Wealth Protection
• Wealth Transfer
• Investment Consultation
• Relationship Management
• Collaboration (with clients and their advisors)

During his high school years, Alan was a champion swimmer and a second tenor in the choir while working part-time. He volunteered for service in the U.S. Navy immediately after high school; and during his enlistment, achieved the rank of Petty Officer 3rd Class while concurrently working in small local businesses to put himself through college. He graduated from UCLA with a degree in mathematics and was invited to attend the U.S. Navy’s Officer Candidate School in Newport, Rhode Island, thereafter receiving his commission as an officer of the line. He served on amphibious assault ships in the Pacific Fleet, including the USS Duluth (LPD-6), on which he served as an officer in two Vietnam combat campaigns. Released from active duty after the war, he began his career in the estate planning and life insurance industry with a major insurance company, where he received training in estate and business planning, retirement plans, and investments for business owners. He was drawn to his calling because his father had died suddenly with no will or estate plan while Alan was away on active military duty, leaving him with the responsibility of caring and providing for his mother, which he did for the next 41 years, and because he admired the entrepreneurial spirit of the small business owners for whom he had worked during college.

Alan started his financial services career in 1974 and he holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and is a member of the life insurance industry’s Million Dollar Round Table. Alan is married and he and his wife are involved in their community, and their hobbies include classic and vintage cars and travel.

Amanda joined WealthSource Partners in August of 2021 as a Registered Operations Associate. She graduated from Kent State University with a BA in English and Sociology and was thrilled when those reading comprehension and statistics skills proved useful in the finance industry. Driven by a love of learning and a passion for tiny details, she takes pride in her reliability and adaptability.

Amanda lives near Youngstown, Ohio. She enjoys drawing, sewing, and the painstaking effort of earning every single achievement in a video game.

Born into her family’s mechanical contracting company, Amy learned about running a business from a young age. Those lessons led her to successful stints in logistics, systems creation, education, and sales. Prior to joining WealthSource, Amy was the Chief Financial Officer and Chief Operations Officer of Heritage Investors, LLC. Before that, Amy served as an Independent Beauty Consultant for Mary Kay, Inc. and later as the National Area Manager, Executive Assistant and Event Coordinator for Lynnea Tate, an Independent National Sales Director of Mary Kay, Inc. In everything she does, Amy strives to create systems, improve processes, and empower people to become the best version of themselves.

Amy holds a Bachelor of Arts degree in History from Liberty University.

Amy is married with three children. In her free time, she enjoys reading, hiking, baking, traveling, music, and fitness.

Andrew has been in the financial services industry since 2006. His early career catered mostly to institutional investors before starting as an independent financial advisor in 2014. He graduated from Grand Canyon University, Colangelo College of Business, with a Bachelor of Science in Marketing.

Serving his community and helping others, Andrew is a member of the Parish Finance Council at St. Julie Billiart Catholic Church. In addition, he serves on the board of directors at the Young Investors Society.

Prior to joining WealthSource, April served as the Public Relations Coordinator for Heritage Investors, LLC and as a Marketing Manager at Ameriprise Financial Services, LLC. With a natural drive to create order out of chaos, April is committed to anticipating the needs of the team and seeing projects through to completion.

April holds a Bachelor of Science degree in Communication with a major in Public Relations from the University of Tennessee, Knoxville. She also holds a Master of Business Administration from King University.

In her free time, April enjoys staying active with anything that is outdoors (running, hiking, or biking). She also enjoys reading and spending time with family and friends.

Bob strives to be more than just an investment advisor — and is grateful for his role as a trusted ally who can be leaned on at any time. He hates platitudes, but not as much as he loves what he does. Bob and his wife Heather have 3 kids (Grace, Mitch, and Andy), plus two Devon Rex cats, Bruce and Betty. When he’s not spending time with the fam, you’ll find Bob at the sidelines of a wrestling match (since he hung up his own 3x Academic All-American heavyweight singlet). Fun fact: You may have seen Bob and Heather on an episode of HGTV’s House Hunters back in 2014.

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.

Bob has worked in Financial Services since 1985. He has Bachelor’s and Master’s degrees from Colorado State University and is a Certified Financial Planner. The majority of his work history involves managing relationships for a large Private Bank, helping families grow, protect, manage, and transfer their wealth.

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.

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 Cannon is a CFA® charterholder who began his career in private wealth management in 2001 with Bernstein Global Wealth Management in San Francisco. Bryan has an MBA from the Kellogg School of Management at Northwestern University with majors in finance, management, and decision sciences, a master’s degree in electrical engineering from the University of Southern California, and a bachelor’s degree in electrical engineering from Duke University. He is also a former Air Force officer having served five years in space technology development and also as a White House Social Aide to the President of the United States. Bryan focuses on financial planning and investment management with particular attention to risk management, tax efficiency, and retirement planning. He is married with two children living in Park City, Utah, and spends his free time playing golf, skiing, and hiking.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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.

Since 2000, Chris’ career in the investment management industry has covered a diverse landscape from security research to portfolio construction consulting to investment product development to portfolio management.

Prior to joining WealthSource, Chris co-founded CataMetrics Management – a firm focused on providing investment advisors with an integrated investment solution that pairs investment strategies with sales and on-going communication tools. Prior to co-founding CataMetrics, Chris served as the CIO for US Wealth Management where he developed multiple client-centered, risk-managed investment strategies and, prior to that, served as a Vice President at Goldman Sachs where he consulted with RIAs and broker-dealers to help them improve the efficiency of their investment strategies through portfolio analysis and recommendation of securities.

Chris was also a co-founder of a CIO Roundtable where CIOs could discuss portfolio design and asset-allocation challenges amongst one another. Through his participation in this roundtable, along with his experience working with financial advisors, Chris has seen first-hand the challenge of communicating important but complex investment concepts to retail clients and has focused his career on bridging that gap.
Chris graduated from the University of Massachusetts Amherst with a BA in Economics. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society New York. He lives in Old Greenwich, CT with his wife and two children.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Chris’ career in the financial services industry started in June of 2009 as an insurance agent for Western & Southern Financial Group, Inc. to serve and work diligently for his clients. Chris works well with motivated, hard-working individuals who want to develop a financial strategy that works under various circumstances in order to help them accomplish their future goals. When working with Chris, you can expect an educational approach to better understand what tools and strategies are available to help you succeed. Allowing Chris to be your financial resource can alleviate a lot of pressures that arise as your wealth continues to grow.

On a personal note, Chris attended Otterbein College in Westerville, Ohio where he received his Bachelor of Arts degree in Economics. He’s married to Brook Watson and they happily reside in Dublin, Ohio.

Chris started his career in 1998 as an Investment Associate in First Union National Bank’s institutional investment management division. In 2000, he 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 of the Treasure Coast and joined Wachovia Bank as a Relationship Manager, and, 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, which would come together with Vellum Financial, LLC in 2016 to become WealthSource Partners.

Christopher primarily focuses on helping high-net-worth families develop investment portfolios to meet their needs, goals, and objectives. Christopher received his Bachelor 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 playing tennis, cycling, and fly fishing with his son Daniel.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Since graduating from Colorado State University in 2016 with a B.S. degree in business administration, David has worked under experienced financial planners assisting them with their day-to-day activities and/or investment analysis. David also has experience in tax planning/preparation, retirement planning, estate planning, and cash flow analysis. Under WealthSource, he assists his father, David E. Baysinger, and Kelly Elsensohn in their asset allocation and investment selection process and provides them with day-to-day support to ensure that their clients receive the highest level of service.

In his free time, he enjoys spending as much time as possible outside with his dogs Arlo and Randy, and on weekends you can often find him camped out somewhere in the Rocky Mountains with his wife Audra.

David started his financial services career in 1994 and focuses his practice on providing comprehensive financial planning and investment consulting to high-net-worth individuals, including CEOs, CFOs, and other senior executives.

David has extensive experience in portfolio management, retirement planning, estate planning, and income tax planning.

David earned his Bachelor of Science degree in business administration with the Highest Distinction, as well as a Master of Professional Accountancy degree from the University of Nebraska-Lincoln. He is a CPA and holds the Certified Financial Planner™ certification. David is a member of numerous professional societies and has previously served on the Advisory Board for the University of Nebraska School of Accountancy.

David’s interests include spending time with his family (including three grandboys), hiking, and watching college football.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Elsensohn & Associates, P.C. and/or David Baysinger (Colorado CPA License # CPA.0024078) in his individual capacity as a licensed CPA. WealthSource is not an accounting firm and Elsensohn & Associates, P.C. and WealthSource are independent and unaffiliated entities.

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.

Donald started his career in financial services in 1999. Prior to joining WealthSource, since July of 2021, Donald served as an Investment Portfolio Manager of Heritage Advisors, LLC where he assisted business owners and their families with investment decisions. During his career, Donald has had exposure to multiple areas of finance, including commercial banking, international equity sales, futures trading, financial advising, and portfolio management.

Donald holds a Bachelor of Arts degree with a double major in Economics and Japanese from Bucknell University and a Master of Business Administration degree from the University of Michigan-Ann Arbor. He is passionate about social involvement and believes in investing time in the community around him.

A world traveler and an explorer of different cultures, Donald enjoys hockey, hiking, golf, and spending time with his family.

Drew’s background in the environmental sciences has taught him the importance of putting people at the center of every decision. When it comes to accessing the right information quickly, asking the right questions, or simply taking the time to listen, Drew brings an analytical mind — and his passion for solving complex problems.

Drew holds a Bachelor of Arts degree in Biological Sciences from the University of Delaware. Drew and his wife Erica have two kids, Chase and Cameron. The family also includes a beloved ‘doxador’ named Dawkins and a cat named Chloe. The Dintaman family resides in Orange County, CA, where the great weather makes staying active outdoors easy – usually near the water – and exploring all sorts of fun (and food) within reach.

Emily joined WealthSource in November 2022 as a Client Relationship Associate. She has a passion for serving others and exceeding clients’ expectations. As a mother to four boys, being organized is highly valued to her. Emily was born and raised in Westerville, Ohio, and attended Ohio University. She now resides with her husband, children, and dog in Delaware, Ohio. She spends most weekends at soccer and/or baseball fields and enjoys cheering her boys on from the sidelines. In her spare time, she enjoys working out, baking, and walking their dog.

Eric currently serves as the Chief Financial 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 Bachelor of Science degree in Finance from the University of Wyoming in 2005.

Eric resides in Colorado with his wife and three sons and enjoys frequently visiting family in Wyoming.

Graham Marshall is a life-long student of the markets. As a part of the WealthSource Partners team, he implements a value investing based philosophy within the framework of comprehensive financial planning. Before joining WealthSource, Graham operated as a Raymond James corporate advisor for 22 years. Graham is a Wealth Management Specialist^SM and holds a Bachelor degree from Texas Tech University.

Since 2019, Jamie has served as the assistant to Andrew Davis. She earned a degree in Information Technology with a specialization in Web Development from ITT Technical Institute – Boise Campus, so she brings with her a thorough understanding of online services and applications. She is focused on providing clients with top-notch, prompt, and individualized service. Jamie enjoys developing a high level of personal rapport with each client and consistently looks for ways to improve each client’s interaction and experience.

Jamie lives in Meridian, Idaho with her high school sweetheart, Matt. They have been blessed with two teenagers. Together they enjoy camping in the pristine mountains of Idaho and cheering for Boise State Football. They are also proud to be 12’s…aka Crazy Seahawk Fans!! Alongside her husband, Jamie coaches two traveling club basketball teams. “Coach Jamie” has had 39 championship appearances and her teams have clinched the title 20 times in tournaments in Idaho, Oregon, Utah, and Nevada. When she’s not on the basketball court, Jamie volunteers as a support group leader for the Northwest Chapter of the Scleroderma Foundation.

Jasmine is VP of Client Services 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 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 Client Services 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, traveling, gardening, and being outdoors.

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).

Jason Zivich is an Independent Wealth Advisor with WealthSource® Partners. After working for over a decade at the large wirehouses, Jason knew he wanted to create a wealth management experience that allowed his clients the flexibility and freedom each of them should have when deciding on their investments. He takes a curated approach with each client and ensures their financial portfolio is tailored to each of their individual needs and goals. Jason understands there’s much more to being a quality financial advisor than just overseeing client investing, and that bespoke planning should take a holistic approach. Some of his areas of expertise include Retirement Planning, Estate Planning, Tax Planning, Family Gifting, Philanthropy, Home and Investment Property Purchases, College Savings, and more. Jason’s attention to detail is what differentiates him as a full-service financial advisor and not a traditional stockbroker.

Jason received his Bachelor of Science degree from the California Polytechnic State University, San Luis Obispo. Outside of the office, he enjoys spending time with his family in Manhattan Beach (wife Diana, son Haines, and furry son Fred), being active and playing sports, and finding ways to serve those in need in his community and throughout the world.

Jennifer is a vital member of WealthSource’s team serving as a Client Relationship Associate. Joining WealthSource in October of 2021, Jennifer supports advisors in delivering premier service to clients. Her attention to detail shines through when deploying efficient implementation and a cheerful voice on the other end of the phone. Jennifer’s passion for helping others inspired her to earn an Associate in Arts degree in Social and Behavioral Sciences. Her professional background includes serving as a Special Needs Recreation Program Facilitator and as a Respite Care Provider.

Jennifer’s transition into working full-time in financial services began in 2014 when she accepted a position at an investment adviser as a Receptionist which included doing data entry and updating the CRM system. Her capacity for excellence led her to take on many other responsibilities including assisting in transitions and working on special projects, all of which helped her find her skill niche as a Systems Administrator.

In her free time, Jennifer loves to tap into her creative side with cookie decorating, cheering on the Los Angeles Dodgers, and spending time with her husband and two daughters.

A fifth-generation Coloradoan, Joel was raised on a ranch in the plains of eastern Colorado that was homesteaded by his ancestors in 1876. From an early age, he learned the importance of honesty and integrity, hearing stories about his family’s resolve to pay back depositors every last cent when the local bank they owned became insolvent during the 1930’s financial crisis.

A former college instructor, Joel has over 30 years of experience in the financial industry. He graduated with honors from Colorado State University, then earned a Masters degree in Economics from Iowa State University. After teaching agri-business and economics courses at Northeastern Junior College in Sterling, Colorado, he began his financial services career with Northwestern Mutual Life in 1988 selling life and disability insurance. Shortly thereafter he expanded into investment planning, and in 1998 he formed Legacy Wealth Advisors, LLC to provide fee-based financial planning services. As the investment side of his business continued to grow, in 2007 he affiliated with Raymond James Financial Services to gain access to comprehensive investment services. In 2018 he affiliated with WealthSource to gain greater service and back-office support for his clients while continuing to use Raymond James as a custodian. Joel operates under WealthSource Partners’ umbrellas as a DBA Legacy Wealth Advisor.

Joel holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.

Joel enjoys playing basketball, skiing, hiking, biking, and camping. Joel attends church regularly and is actively involved in supporting a number of different Christian charitable causes. Travel is also an important hobby, as he has five wonderful children and several grandkids scattered throughout Hawaii, San Diego, Pennsylvania, and Colorado.

Joel Propst is a Registered Representative of Fortune Financial Services Inc., Member FINRA/SIPC. Securities offered through Fortune Financial Services Inc. located at 3582 Brodhead Road, Suite 202, Monaca, PA 15061, (724) 846-2488. WealthSource Partners, LLC and Fortune Financial Services Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.

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Jon Dubravac serves as the Chief Business Development Officer of WealthSource Partners and focuses his time on recruiting quality financial advisors for WealthSource. Jon played football at UCLA and with the San Francisco 49ers. His collegiate and professional football background has provided Jon with an expansive network and is a significant driver behind the success of WealthSource’s recruiting efforts.

In 2016, Jon co-founded WealthSource Partners when Avant-Garde Advisors & Vellum Financial unified their brands, employees and clients under one common vision & direction.

Jon co-founded Avant-Garde Advisors in 2009. Prior to Avant-Garde, Jon was a financial advisor at New England Financial, a subsidiary of MetLife. 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. While competing as a collegiate athlete, Jon received his Bachelor of Arts degree from the University of California, Los Angeles.

Justin Goodbread is an ambitious entrepreneur and a financial planner who makes God and family his priorities. Justin started his entrepreneurial journey at 15 years old and has started and sold multiple businesses.

Justin founded Heritage Investors in 2009 to help individuals, business owners, and retirees attain their financial goals. Justin also founded Heritage Business Advisors in 2019 to help business owners of all types realize their full potential. In 2022, Heritage Investors and Heritage Business Advisors were acquired by WealthSource and its affiliates.

Besides being a CERTIFIED FINANCIAL PLANNER™ professional, Justin holds an Associate’s degree from Abraham Baldwin Agricultural College in Environmental Horticulture Technology and a Bachelor’s Degree in Management from the University of Phoenix. In addition, he has earned the Certified Exit Planning Advisor credential and the Certified Value Growth Advisor certification.

When he is not working with clients or farming his own land, Justin goes on adventures with his wife, two sons, and daughter. He and his family enjoy exploring national historical sites, working on his farm, playing the piano and saxophone, eating pizza, and being active with the family’s church life.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Forbes Finance Council

To be eligible for membership in the Forbes Finance Council, individuals must be a senior-level executive of a financial services company and the company must generate a minimum of $1,000,000 in revenue or have a minimum of $1,000,000 in financing or the individual must have three years of experience as a publicly recognized business, leadership, career or executive coach. Individuals selected by Forbes’ internal membership-selection committee must pay an annual membership fee in order to secure their placement on the council.

Exit Planning Institute Leader of the Year – 2018

The Exit Planning Institute’s Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk taker and specialist while showing characteristics of collaboration.

Investopedia’s Top 100 Financial Advisors — 2018-2021

Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers. Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy. Neither performance nor client experience, however, were considered. No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List.

Knox.biz’s 40 Under 40 Class of 2018

To be eligible for inclusion on Knox.biz magazine’s annual 40 under 40 list, the individual must be nominated via an online survey, which requires the nominator to provide information about the nominee’s professional and philanthropic achievements. Nominees must be 39 years of age or younger on December 31st of the year of nomination. Inclusion on this list is determined by Knox.biz based on survey responses received.

Kelly started his career in 1998 in the accounting industry and then ventured into the financial services industry in 2006 as a personal wealth advisor in order to expand his service offerings and practice. During his career, he has operated a tax practice focusing on high-net-worth individuals and closely-held businesses, and was a Senior Tax Accountant and a Tax Manager for Deloitte & Touche, LLP in Denver prior to obtaining his CFP® certification. His experience in income tax planning and compliance, small business consulting, estate planning, and investment management allows him to deliver a comprehensive approach to his client’s financial needs. In addition to traditional financial planning services, Kelly offers tax planning and compliance services to his clients.

Kelly earned a B.S. Business degree in accounting from the University of Idaho, and a Master of Taxation degree from the University of Denver.

He is a member of the Financial Planning Association, American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. Kelly enjoys cooking with his wife Patti, and outdoor recreation in the Colorado mountains with his three sons.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Elsensohn & Associates, P.C. and/or Kelly Elsensohn (Colorado CPA License # CPA.0016850) in his individual capacity as a licensed CPA. WealthSource is not an accounting firm and Elsensohn & Associates, P.C. and WealthSource are independent and unaffiliated entities.

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.

Kevin began his career in the financial services industry in 1994. 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 APW Capital, Inc., Member FINRA/SIPC. Securities offered through APW Capital, Inc. located at 100 Enterprise Drive, Suite 504, Rockaway, MJ 07866, (800) 637-3211. WealthSource Partners, LLC and APW Capital, Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.

Kristen Patton joined WealthSource in 2022 as a Senior Staff Accountant. Kristen has a Bachelor of Science degree in Business Administration from the University of Wyoming and a Master of Science degree in Accounting from Regis University. She is also a Certified Public Accountant. Her previous experience was in individual and business client tax return preparation and tax research and planning, but she is thankful to be working in a new facet of accounting.

Kristen enjoys glamping in the family camper, sipping a cup of java, and traveling the world to experience new cultures with her family.

While Kristen was born and raised in Laramie, Wyoming, she currently resides in Gales Ferry, Connecticut with her husband and three children. She is an active member of the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA).

Larry has been continuously advising clients on the Central Coast of California since 2001. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014. Larry attended the University of California, Irvine, on an 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 California. He now helps clients find the best strategies for accumulating and preserving their wealth.

Laura began her career in Wealth Management in 1994 at a growing San Francisco firm where she was a key contributor in the firm’s growth during her thirteen-year tenure. Following the birth of her first child, Laura found that her passion for this industry was truly sparked by helping women understand, grow and feel secure and empowered about their finances. To that end, in 2007, she joined a firm who shared her same desire to work with women and families who keep women part of the conversation.

Laura has shepherded her clients through up and down-market cycles, by working with her clients to understand what is important to each individual and setting a unique roadmap to weather storms and reach success. She has always been an avid fiduciary for her clients and joined WealthSource in May of 2022 in search of the most comprehensive solutions and a service model that puts clients first.

Laura is a graduate of the University of California at Davis and holds the Certified Financial Planner certification. She is a longtime member of the Sausalito Women’s Club and has sat on various boards and subcommittees to support the SWC’s philanthropic efforts to provide scholarships for deserving students residing in the Sausalito Marin City School District and to preserve the Julia Morgan clubhouse, a historical landmark. Laura resides in Sausalito, CA with her husband and two children where her free time is spent boating with her family and friends and cheering on her kids in all of their various endeavors.

Prior to joining WealthSource, Laura worked in various roles as an Operations Assistant, Assistant Manager, and Wellness Coordinator. Her various careers have helped her develop and zero in on her skills and efficiencies in organization and customer service and she’s been referred to as a “Swiss Army knife” before because of her willingness to jump in and help with any task.

Laura was born and raised in East Tennessee. She currently resides in the Knoxville area with her husband and daughter. When Laura is not working, you can find her spending time with her family and their two dogs Bear and Luna. She enjoys gardening, kayaking, hiking, and doing almost anything outdoors!

Lisa joined WealthSource Partners as a Managing Partner in April of 2022. Lisa started her career in the accounting field working in a variety of industries for over 25 years until she expanded her career by transitioning into financial services in July of 2015 by joining ElderAdo Financial, Inc as a Financial Planner and then also as an Investment Advisor. In August of 2018, Lisa left ElderAdo Financial, Inc to join the Wealth Management division of Alpine Bank as a Vice President and Client Executive. Lisa received her Associate of Arts degree in Business from Rochester Community College and her Bachelor of Science degree in Accounting from Minnesota State University. In addition to being a CFP® certificant, Lisa is a Personal Financial Specialist (PFS) and a certified public accountant (CPA).

Lisa believes in giving back to her community; actively serving in various capacities for non-profit organizations operating in Montrose. In her free time, she can be found outdoors enjoying music concerts, hiking and camping.

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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.

Tax advisory, bookkeeping, and/or tax return preparation and filing services offered through P&L Financial, LLC and/or Lisa Isaacson (CO CPA License # 23532). WealthSource is not an accounting firm and P&L Financial, LLC and WealthSource are independent and unaffiliated entities.

Lori Ready is a Client Relationship Associate with WealthSource. She is passionate about client service and support and is dedicated to providing clients with a level of service that exceeds their expectations. Lori brings years of knowledge and experience to WealthSource, which began when she earned a Bachelor of Science Degree from Colorado State University in Agricultural Industries Management, which, in turn, sparked an extensive career in Business Banking, Private Banking, and Financial Services.

Lori and her husband are long-standing residents of Montrose and have been blessed to raise their two children in its amazing community.

Michael Sicuro is a Client Relationship Associate at WealthSource Partners. He joined in 2016 previously working as an Office Manager for Vellum Financial LLC and Opis Advisors, Inc.

Mike graduated from California Lutheran University with a Bachelor of Science degree in Business Administration with an emphasis in Management.

Natalia’s passion lies in neuroscience, brain chemistry, and behavioral psychology. Combined with her technical training, that makes her uniquely suited to understand how people make decisions and to explain complex subjects in a simple, compelling way.

Natalia and her husband Doug have two children, one well-trained German Shepherd, and a cat on a mission to remind them that some things in life are just not meant to be controlled. Fun fact: Natalia was born in Russia and taught herself English when she was 11 years old.

Nic’s career in the financial services industry started with a hands-on internship at WealthSource, where he not only learned how the investment management side of the industry operates, but also saw how that knowledge directly translated into a client’s financial plan. Nic then graduated on a full-merit scholarship from Colorado Mesa University with a Bachelor of Business Administration degree with a concentration in Finance in December of 2017.

Since then, he continues to be an advisor for a select group of WealthSource’s clients, but his primary role is as the firm’s Senior Trader. Nic brings with him an old-fashioned work ethic along with a deep understanding of trading systems and portfolio management technology.

Nic lives south of Houston, Texas with his wife, McKayla, and their two wiener dogs, Leo & Coco. They enjoy working out and doing DIY home improvement projects on the weekends.

Nick is a Certified Financial Planner who specializes in helping medical and healthcare professionals with investment management, retirement savings, and financial planning.

Outside of the office, Nick enjoys spending time with his high school sweetheart wife, and their daughter. He likes golfing and gardening. Fun fact: Nick is a master leather craftsman!

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.

Since 2007, Pam has been an assistant for Davee Hazama in Southern California. Her prior experiences in the financial industry include working in operations at Barclays Bank International and lending at American Federal Credit Union. Pam is a graduate of Trinity International University where she obtained a Bachelor’s degree in Psychology. She enjoys maintaining client relationships and assisting clients with their day-to-day needs.

Pam was born and raised in Seattle, WA and currently lives in Southern California with her husband, Jon. They have three grown sons and one daughter-in-law. She enjoys spending time with her family and friends along with traveling and being outdoors.

Patti joins WealthSource with over 20 years of extensive experience in project management, operations, and customer service. Her previous experience includes being a client service assistant, and providing support to multiple advisors. Patti is looking forward to providing exceptional customer service and support to WealthSource clients.

As a native of Colorado, Patti lives there with her husband, three teenage boys, and one very cute black lab. She enjoys kayaking, watching hockey, and most of all spending time with her family.

Peter B. Wolk is a former tax and estate planning attorney who started his career in financial services in 1977. As a graduate of the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics, Peter likes to help business owners set and attain goals that help them merge their business and personal lives. Moreover, his estate planning background gives him the ability to explain complex estate planning topics to his clients in a way that they can easily understand so that they can plan for post-retirement family affairs.

Peter has also found a passion in helping widowed and divorced women. There is a unique aspect to living on your own after having a relationship; when you add money into the equation, there is a stability that is sought for. It’s unknown territory for most; trust and confidence are critical to moving forward. In almost all cases, retirement is a key issue, along with safety of principal. Peter believes that there really is a science, game-plan if you will, to money that can be simple and effective and that his job is to create comfort and provide easily understood choices.

Ryan assists the WealthSource team with technology due diligence and onboarding, always looking for ways to make us more productive and efficient. When he is not at the office, you might find Ryan trying his hand at a new woodworking project, hanging out with his wife, two cats, and a dog. He enjoys vacationing, especially when there is a pool bar.

Sandi Stepp, Vice President of Advisor Transitions, joined WealthSource in January 2020. She provides the firm with over 25 years of experience in the financial industry. Before joining WealthSource, Sandi served as the VP of Administration for a financial services firm in Calabasas, CA.

Sandi’s extensive experience, enthusiasm, and ability to multitask are integral to her role.

She focuses on providing personalized service which includes prompt and effective communication. Sandi is diligent to keep both clients and advisors a top priority during transitions. Her ability to organize, manage, and prioritize during complex situations is invaluable. You can be confident that Sandi’s tenure in financial services serves as proof that she continues to provide excellence in her work.

With Sandi’s leadership, our team will keep you informed. This includes how WealthSource is working to uncover opportunities for you.

Sandi resides in Ventura County, CA. She enjoys spending her free time engaging in recreational activities. Some of her favorites are home projects and crafts with her family and grandchildren.

Sara started her career in the financial services industry in lending back in 1997 and transitioned over to the investment side of the industry in 2010.

Prior to joining WealthSource, Sara worked for an investment firm based in Calabasas, CA where she started as an assistant but was quickly promoted to managing the Client Services Team. That was when she discovered her passion for client services. She excels at maintaining client relationships and assisting clients with their day-to-day needs.

Sara currently lives in Northern California with her husband and daughter.

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.

Stewart is a native of Michigan, growing up in the suburbs of Detroit. He attended Michigan State University and was a part of the Air Force ROTC program. In 2012, Stewart was commissioned into the United States Air Force and served at Hill Air Force Base in Utah along with a deployment to Kabul, Afghanistan as an Advisor for the Afghan National Police. Prior to working in the financial services industry, Stewart was a part of the University of Kansas Athletic Department and the Air Force Academy Foundation in philanthropic development. Before joining WealthSource, Stewart managed a Northwestern Mutual office in Grand Junction, CO as a Financial Advisor.

Outside of work, Stewart likes to spend time with his wife Shelbey, daughter Charlotte, and their three dogs. In addition, Stewart serves on the Board of Directors of the Colorado Chapter of the Alzheimer’s Association.

Stewart is a Retirement Income Certified Professional® (RICP®) and is committed to continuing his education and supporting our clients with integrity, excellence, and competence.

The Retirement Income Certified Professional^® (RICP^®) designation teaches techniques and best practices to create sustainable streams of retirement income. To earn the designation, an individual must have the equivalent of three years of full-time, relevant business experience such as insurance and health care, financial services and employee benefits, higher education instruction, or government regulatory services and must complete a three-course college-level program offered by The American College of Financial Services (“The College”) that requires approximately 180 hours of coursework and certification examinations. To maintain their certification, individuals must complete 30 credit hours of continuing education, including one hour in ethics, and pass a recertification examination every two years in addition to recommitting to The College’s Code of Ethics and paying a recertification fee annually.

Tim began his career in the financial services industry in 2002 and has worked for many notable firms in various roles, which has enabled him to help hundreds of individuals maximize their finances. A relationship builder and connector, Tim’s specialty is to facilitate insights about life and money, guide clients toward financial breakthroughs, and empower them to live their best and highest lives.

When he isn’t in the office with his mini Goldendoodle Roscoe, Tim can be found mountain biking, doing Bikram, snowboarding, skateboarding, painting, or contemplating the present moment.

Travis currently serves as a Tech Support Specialist at WealthSource and is not only responsible for providing technology support to our advisors and our Operations team on a daily basis, but also for maintaining all of the firm’s software and technology systems. Travis came to WealthSource after three years of employment with Air Wave Networks and has had formal training in C++ and Java.

He is currently attending the University of Oklahoma where he is studying both Aerospace Engineering and Mechanical Engineering. Travis currently lives in Edmond, Oklahoma, with his wife and son. In his free time, Travis enjoys woodworking and hunting.

Valerie brings nearly 30 years of experience in office management, human resources, and process adherence to our team. In her role, Valerie provides daily operational help to enhance the client experience. Valerie is very well-organized and task-oriented, taking a results-driven approach to her work.

In her free time, Valerie and her husband enjoy traveling to car shows where they show off their 1971 Ford Mustang and 1977 Ford F100 pickup truck.

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.

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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.

Zak enjoys helping business owners and executives navigate the complexity of their financial lives. Zak and his wife Merrill are lucky dog-parents to their Yorkie-Poo, Reese. They love to travel, especially if there is a beach (so much so that they got married on the beach). Zak played Division 1 soccer while pursuing his finance degree at West Virginia University — and he enjoys skiing, running, hiking, and really anything that gets his blood pumping.

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.