Meet Our Team: SourceEnergy Wealth Advisors

Dr. Oliver Jones – Founder & President

Expertise: Estate Planning, Wealth Management, Quantum Finance, Renewable Energy Economics
Dr. Oliver Jones is the visionary leader and founder of SourceEnergy Wealth Advisors LLC. With extensive expertise in finance, law, blockchain technology, and intergenerational wealth development, Dr. Jones pioneers holistic wealth strategies that integrate trust law, digital assets, and sustainable financial ecosystems. He is also the creator of Source Coin, a blockchain-based digital asset backed by the World Gold Council’s total assessed reserves. Dr. Jones is committed to equipping families, businesses, and faith-based organizations with the tools to build, protect, and sustain generational wealth.

Attorney Victor Cummings – Legal Counsel & Estate Planning Expert

Expertise: Trust & Estate Law, Business Law, Nonprofit Law
Attorney Victor Cummings is a seasoned legal expert specializing in trusts, estate planning, and wealth protection strategies. As the primary legal advisor at SourceEnergy Wealth Advisors, he provides guidance on asset protection, probate avoidance, tax-efficient wealth transfers, and legal frameworks for intergenerational wealth development. Victor works extensively with faith-based organizations, high-net-worth individuals, and nonprofits to secure financial futures through tailored estate planning solutions.

Dr. Phillip Bedward – Strategic Wealth & Legacy Planning

Expertise: Economic Development, Wealth Sustainability, Financial Strategy
Dr. Phillip Bedward brings extensive experience in strategic financial planning and economic sustainability. His expertise focuses on wealth preservation, legacy planning, and impact investing. At SourceEnergy Wealth Advisors, he leads initiatives in educating families, churches, and nonprofits about structuring generational wealth using trusts, estate planning, and innovative financial models that emphasize long-term economic resilience.

Pastor Tammy Daniels – Faith-Based Financial Solutions & Community Development

Expertise: Financial Ministry, Church Wealth Planning, Community Trusts
Pastor Tammy Daniels is an advocate for financial literacy in faith communities, helping churches and nonprofits establish long-term financial security through structured financial planning. She works directly with religious organizations to implement community trusts, donor-advised funds, and wealth-building initiatives to ensure lasting financial sustainability.

Pastor Charlie Gordon – Global Mission & Wealth Development for Churches

Expertise: Faith-Based Investing, Global Church Development, Nonprofit Fundraising
Pastor Charlie Gordon specializes in faith-driven financial models that enable churches, ministries, and mission-driven organizations to create sustainable wealth structures. He collaborates with SourceEnergy Wealth Advisors to develop financial literacy programs tailored for church leaders, equipping them with tools to manage and grow their financial assets responsibly.

Dahliah Harrison – Investment & Financial Planning (Rockwealth Investments)

Expertise: Private Wealth Management, Impact Investing, Strategic Financial Growth
Dahliah Harrison is a key investment strategist working with SourceEnergy Wealth Advisors through Rockwealth Investments. She specializes in private wealth management, investment planning, and impact investing, helping clients preserve and grow their financial assets. Her role includes structuring investment opportunities for families, businesses, and nonprofits to ensure long-term financial stability.

At SourceEnergy Wealth Advisors, we are committed to empowering families, faith organizations, and communities with innovative financial solutions that secure lasting wealthfor generations to come.