Meet Our Team
Meet Our Team
Patrick Zumbusch,
CFP®, Founder/CEO
Deirdre Kochanski,
Director of Plan Services
Elias Young, CFP®,
Financial Advisor
Elias Young is a CERTIFIED FINANCIAL PLANNER™ and has an extensive finance and financial planning background. He received his Bachelor of Science degree from Sacramento State’s Financial Planning program and has continued to grow as an experienced advisor since. Elias takes pleasure in utilizing his education and experience to help Wellspring’s clients identify and achieve their personal financial goals. Outside of work, he enjoys spending time with his family, exploring the outdoors, BBQing, and tinkering with things around the house.
Jake Lingard,
CFP®, Financial Advisor
Jake Lingard is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant® (ChFC®). He has over 14 years of experience working as a fiduciary and providing objective, comprehensive financial advice. He graduated from the University of Utah with a Bachelor of Science in Economics and holds an MBA from Weber State University. Jake’s favorite part of his position is working personally with clients at all stages of their lives and helping them reach both their financial and personal goals. When not working, he enjoys spending time with his wife and four children, coaching his kids’ soccer teams, and exploring the outdoors.
Jake and his family are based in Salt Lake City, Utah and regularly meets with clients there.
Tim Fleshman,
Associate Financial Planner
Nathan Pawlak,
Associate Financial Planner
John Patrick “JP” Sentner,
Client Services Specialist
Jake Edwards,
Client Support Specialist
Amber Couch,
Operations Manager
Laura Brandlen,
Accounting Manager
Pilar Dougall, Administrative
Assistant and Advisor Support