Meet Our Team

Patrick Zumbusch, CFP^®
Founder and CEO

Patrick Zumbusch is the founder and CEO of Wellspring Financial Partners ^®. As a CERTIFIED FINANCIAL PLANNER ^® practitioner, he brings a wealth of both experience and values to Wellspring. Pat started this company to introduce comprehensive, relevant financial knowledge to clients, helping them gain mastery over all areas of their financial lives. He believes that a true and personal relationship with each client, built on trust, is the beating heart of his firm. Pat has a strong passion for the best interests of each Wellspring client, and works daily developing comprehensive financial plans, tailored to each client within their own uniqueness and individuality. It is Pat’s belief that financial planning and wealth management are not a one size fits all matter, nor should they be. Because of Patrick’s initiative, Wellspring Financial Partners® is not controlled by Wall Street, but rather, is an ever-present and reliable, unbiased source to empower clients to achieve financial success, nationwide.

Deirdre Kochanski
Director of Plan Services

As the Director of Plan Services, Deirdre Kochanski oversees Wellspring’s ERISA corporate plan business advising 403(b), 401(k), profit-sharing plans across the country. With over 30 years of experience working in the retirement plan industry, Deirdre understands that the number one savings vehicle in America is the company retirement plan and is committed to helping Plan Sponsors offer a dignified path to retirement for their employees. Her depth of experience includes investment policy, fee benchmarking and negotiations, fiduciary compliance, and employee engagement. Deirdre also serves as Wellspring’s Chief Compliance Officer.

Jake Lingard, CFP^®
Investment Advisor Representative

Jake Lingard is a CERTIFIED FINANCIAL PLANNER^® professional 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
Financial Planner

Tim Fleshman is an Investment Advisor Representative with the firm holding the Series 65 Securities License and is currently studying for the CERTIFIED FINANCIAL PLANNER® professional exam. He has a robust background in sports and project management. He’s worked in everything from sales and marketing and in-game coordination and fan engagement, with heavy experience in logistics, analysis, and customer service. He brings this expertise to Wellspring, where he enters a new chapter of his career in Financial Planning. Working with clients, Tim appreciates that this career allows him to simultaneously put clients in the best possible financial position for themselves, while better understanding his own financial goals. He and his wife recently welcomed their first child, who is unsurprisingly a big hit in the office. They also enjoy walking with their two dachshunds and rooting for the Arizona Wildcats.

Jake Edwards
Financial Planner

Jake Edwards began his career as an investment advisor in commercial real estate and has since made the switch to wealth management. He received his BS in Managerial Economics from the University of California, Davis and recently completed his executive certificate in financial planning from Santa Clara University. He is currently studying for the series 65 Securities License and the national CERTIFIED FINANCIAL PLANNER® professional exams. At Wellspring, Jake enjoys helping clients with all of the administrative aspects of managing accounts and ensuring client satisfaction within the firm. Outside of work, Jake enjoys all things outdoors, spending time with family and friends, and working on projects in the garage.

Britteny Battle, MBA
Client Support Specialist

Britteny Battle is a dedicated client support professional with over seven years of experience in the financial services industry. She holds an MBA with a concentration in Finance from Southern New Hampshire University, along with a Bachelor’s degree in Business from Brookline College. Known for her commitment to delivering exceptional client service, Britteny combines her academic background and industry experience to support clients with clarity and care. Outside of work, she enjoys going to the gym, cooking, and spending quality time with her two children.

Amber Couch
Operations Manager

Amber Couch is responsible for maintaining and increasing the efficiency of Wellspring’s internal operations. She excels administratively in numerous areas. Amber holds a secretary certificate, as well as an Art and Computer Science associate degree from Riverside Community College. Her favorite part of her position is being able to help people, and she appreciates that she’s able to keep busy daily with such a task. Outside of work, Amber is an active volunteer with Project Linus where she knits and crochets blankets for children. She also enjoys spending her free time doing tap dance and listening to or playing music.

Laura Brandlen
Accounting Manager

Laura Brandlen brings advanced knowledge to Wellspring as the Accounting Manager, with over 25 years of experience in accounting at various small businesses in Arizona. She is also self-employed as the Owner of LMB Accounting Services. Outside of work, Laura enjoys volunteering at Sister Jose’ Women’s Center and the Mission Gardens. On the weekend she and her husband enjoy working on their small “get-a-way” in Williams, Arizona.

Pilar Dougall
Administrative and Advisor Support

Pilar Dougall is an experienced Administrative Assistant, with over 15 years work in various office environments. She is a native Tucsonan and an alumna of the University of Arizona with a BA in Religious Studies. As a wife and mother of four, she brings consistency, diligence, flexibility, patience, and a sense of humor to Wellspring. Pilar values the opportunity to work as a team with Wellspring’s Advisors and Planners to ensure clients receive the best of care and service they deserve. She loves Tucson’s summer monsoon season and its short-lived thunderstorms. In her free time, she enjoys reading and quilting for family, friends, and charity.

Ana Ochoa
Client Support Specialist

Ana Ochoa brings many years of business and banking experience to Wellspring Financial Partners. She has a strong background in developing and maintaining full-service banking and business relationships with recognized strengths in relationship management, marketing and business development, project management and exceptional client service.

Ana holds a Bachelor of Science in Business Management from the University of Phoenix. Throughout her career, she has held various positions in banking such as Private Banker, VP at National Bank of Arizona, Multicultural Marketing and Business Development VP at American State Bank in Texas, Int’l Private Banker VP at Wells Fargo Private Client Services. She enjoys traveling, cooking, spending time with her family, and enjoying Tucson’s weather any time of the year.

Meet Our Team

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