Meet Our Team

For decades, the professionals that comprise Wellspring Associates have provided unique wealth strategies, specializing in working with business owners and other families of significant wealth. This has saved significant tax dollars and helped families fulfill their personal, business and philanthropic goals. We hold ourselves to the highest standard of personal service and emphasize proactive communications with our clients.

Wealth Integration Advisors

Partner
Managing Director
Managing Director
Managing Director & Chief Compliance Officer
Managing Director

Operations & Design

Financial Planning Consultant
Chief Financial Officer
Senior Financial Planning Consultant

Client Management

Senior Client Manager
Senior Executive Assistant
Executive Assistant
Senior Client Manager
Financial Advisor