WealthSource Partners, LLC
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WealthSource was founded on the idea that there must be a way to deliver powerful technology and sophisticated investment solutions to financial advisors and their clients. We believe our combination of cloud-based infrastructure, a fantastic support team (mid & back office support as well as all... Read more
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Bryan Sullivan
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Ryan Mannen
Chief Technology Officer
Eric Patton
Chief Financial Officer
Lori Ready
Senior Relationship Manager
Jason Mirabella
Chief Operating Officer
Christopher Shea
Chief Investment Officer
Lisa Isaacson Cpa, Pfs
Managing Partner
David Baysinger
Client Relationship Associate
