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.
Meet The Team
Professional Licenses & Designations
- Certified Financial Planner®
- Life, Health and Variable Life License
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
- Certified Financial Planner (CFP®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- Accredited Portfolio Management AdvisorSM (APMA®)
- Life, Health and Variable Life License
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.
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.
Committed To Helping Our Clients Succeed
Built to Last
Our Strategic Alliance
- SpringSource Wealth Advisors is proud to be a part of a powerful strategic alliance with the teams at Oswego Wealth Advisors and Wellstone Wealth Management to help ensure our clients receive the best possible service.
- While the firms remain fully independent as advisors and planners, our clients benefit from the combined expertise and perspectives we bring together to our life-planning services. Through this strategic relationship, our firms have also bolstered compliance standards.
- Reach out to learn more about how this alliance makes our firm stronger.