About Us

Who We Support

Individuals

We support individuals who want to organize their financial path in a way that fits their needs and lifestyle. With the tools and knowledge we share, our clients gain peace-of-mind about what they and their families have for the future.

Small Business Owners

By working with clients to understand their specific timelines and goals, we help plan for continuity and financial independence by working with small business owners at every stage of their financial life.

Families

We help our clients ensure a secure future for their families and partners through engagement and confidence-building education. We believe in building solid, long-term relationships with the whole family to build a lasting legacy.

Built for long-lasting relationships

Adding Trust, Clarity, Care & Passion Into Everything We Do

We are a fee-based fiduciary, which is a fancy way of saying we make sure clients know exactly what they’re paying for and that everything that we do  and every decision that we make is done with our clients’ best interests in mind.  

There’s nothing that our team loves more than getting to know our clients and working with them to create a tailored approach to help them get the most out of their financial situations. 

“Act as if what you do makes a difference. It does.”
William James

Meet The Team

Professional Licenses & Designations

As an independent Certified Financial Planner with over 20 years’ experience, Scott has dedicated his practice to helping individuals, families and small businesses be proud of the smart financial decisions they make. Scott founded SpringSource Wealth Advisor in 2020 to focus on the specific needs of individuals entering the pre-retirement stage of life to help them gain clarity and security for their next chapter.

Scott takes time to explore each client’s core values about money and partners with them to formulate clear goals based on those values. The result is a powerful, personalized roadmap designed to help each client successfully navigate all the different phases of life.

Scott’s financial planning philosophy centers on making a series of good financial decisions over time to achieve financial independence. He believes that a successful plan takes a coordinated effort so that all of a client’s trusted advisors are on the same page working in the best interest of the client. Scott and his team values long-term, trusted relationships—which enhance life experiences—and dedicate the time and energy needed to bring those strong relationships and lines of communication to life for each client.

Outside of the office, faith, family and friends are the main influences in Scott’s life. He also enjoys playing and coaching sports, creating opportunities and adventures with his family, and serving in the community.

Professional licenses & designations

 With a passion for his work, Chris is dedicated to helping clients build comprehensive financial plans and is currently studying to complete his registration as a Certified Financial Planner®.

Chris started in the financial planning industry in early 2013 and currently holds designations as a Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Portfolio Management AdvisorSM (APMA®). He enjoys learning his clients’ goals and works hard to formulate effective strategies built to accomplish them. Chris’ technical experience within the planning industry put him in a strong position to help clients through every stage of life.

As a Veteran who served in both the US Army and the CA Air National Guard, Chris holds a special passion for helping his brothers and sisters at arms in achieving their financial goals.

Outside of the office, Chris devotes his time to his beautiful wife Yvette, his church and his hobbies, which include backpacking, kayaking, hiking and enjoying time with his family and friends. He also partners with Hope World Wide, a faith-based charity organization in Portland, to serve local families in need.

Jared Roth returned to the financial planning industry after completing several other successful interests. With a vast knowledge base, strong integrity, and years of experience, he helps individuals and small businesses work toward their accomplishing their goals.

 Jared served as a Business Coach who provided business expertise to growing companies. As a corporate executive he led a national reorganization of a company with 7700 employees. Jared was also the founding Board Chair of a $200,000,000 foundation. Most recently he served a great congregation locally in Hillsboro as its Pastor for 13 years.

 Jared was Director of the part-time MBA program at George Fox University, where he taught courses in strategy, innovation, and change. He holds a doctorate in Organization Change from Pepperdine University building on previous degrees in Business Management, and Organizational Leadership.

 Recognizing that each client has individual needs, Jared dedicates himself to understand each client’s situation. He, and the SpringSource team, work diligently with clients to develop achievable goals, understand their financial choices, and implement strategies toward attaining their personal plans.

 In his recreational time, Jared enjoys backpacking, kayaking, biking, traveling, and playing with grandkids. He and his wife Ann, lead a nonprofit organization, Sprout Digital, that conducts global research on digital and metaverse churches.

Debby has worked alongside Scott as an administrator for nearly 25 years, learning the ins and outs of the business while ensuring clients receive stellar service.

In addition to her extensive background in administration, Debby also serves as a Public Notary.

In her spare time, Debby loves to help out within her community. She also enjoys spending time with her husband, gardening, and sipping on coffee.

Lupe, the newest member of the SpringSource team, works alongside Debby Bryant to assist with all administrative needs to help us better serve clients and their accounts.

Prior to joining SpringSource, Lupe served as a Victim Advocate at the Hillsboro District Attorney’s Office. She also worked in administration across a few different organizations, including the Forest Grove School District.

Lupe recently graduated from Portland State University with a Bachelors in Criminal Justice & Criminology in 2020.

In her spare time, Lupe enjoys listening to podcasts, going on hikes, working out, spending time with her family and Thai food.

Committed To Helping Our Clients Succeed

Built to Last

Our Strategic Alliance

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