Our Team

Steve Woods *

Stephen R. Woods, President of Resource Financial Planning, Inc. and Vice President of Resource Insurance Services, Inc., started in the financial planning field in 1976. Steve is a Certified Financial Planner® professional and holds Series 6, Series 7 and Series 51 securities registrations. He also holds Series 63 and 65 Investment Advisor Representative registrations and is a Registered Principal with a Series 24. He is also life, health and variable insurance licensed.

Steve has been a regular guest on radio and television shows and has been quoted in local print media on various financial planning topics. Steve has instructed financial classes at Portland Community College for over 20 years, and has taught at most other Portland area colleges and universities. In addition to teaching for the IRS, Steve has also been invited by seven of Oregon's ten largest employers to educate their most valuable asset, their employees.

Steve was born and raised in the Portland area, and currently lives on 38 acres in Hillsboro's wine country. He has two children, a grandson, three dogs and two cats. Steve has a great love of the outdoors, and spends a large amount of his spare time developing his property.

Email Steve at stevew@resourcefinancial.com

 

Larry Fry *

Larry K. Fry, President of Resource Insurance Services, Inc., and Vice President of Resource Financial Planning, Inc., joined the financial planning industry in 1981. Larry earned his Certified Financial Planner® designation in 1985 and holds Series 6, Series 7, Series 22 securities registrations. He also holds a Registered Principal Series 24 securities registration, as well as life, health and variable insurance licenses. Larry has taught financial classes at Portland Community College for over 20 years and also at private companies and non-profit organizations.

Larry lives with his wife and daughter in Portland. He is an avid golfer and gets great enjoyment out of spending a day outdoors. Larry also enjoys bird watching, playing cards, and solving crossword puzzles. Larry and his family enjoy traveling together.

Email Larry at larryf@resourcefinancial.com

 

Sue Barnes *

Sue Barnes, Vice President of Resource Financial Planning, Inc., was born and raised in Portland. After graduating from the University of Oregon, Sue entered the management training program at General Electric Financial Services, and went on to hold management positions at GE, PacifiCorp Financial Services and AT & T Commercial Finance.

In 1992, Sue decided to apply her financial experience to helping individuals achieve their life's goals, and joined Resource Financial Planning, Inc. She holds a Series 7 securities registration and Series 63 and 65 Investment Advisory representative registrations. She is also life, health and variable insurance licensed. Sue has been recognized by her national broker-dealer firm as one of their top advisors in the country**. Her passion is seeing her clients thrive and reach their dreams of retirement and higher education for their children.

Sue is a respected speaker and, with other firm members, teaches financial planning classes that help people understand the financial planning process and make better financial decisions. She serves as an adjunct faculty member at PCC, teaching adult financial education courses.

Sue and her husband are empty-nesters, with a grown son, and two cats to help fill the void. She enjoys going to the theater, traveling, quilting and keeping up with the ever-changing financial landscape, tax laws and planning technology and techniques.

Email Sue at sueb@resourcefinancial.com

** based upon sales generated.  The award is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

 

Laura Holcombe *

Laura was born in Alaska, but has planted her roots here in Oregon. As a third generation graduate of Oregon State University she has worked in the financial services areas since 1985. Laura is a Certified Financial Planner® and holds a Series 7 securities registration. She also holds a Series 66 Investment Advisory Representative registration, as well as life, health and variable insurance licenses. On top of being a financial advisor, Laura is committed to bettering the community by spreading the word of financial responsibility to young and old. She honed her speaking skills at the local Toastmasters International, and along with the other advisors at Resource, Laura teaches classes throughout the year at Portland Community College as an adjunct faculty member as well as at local businesses. She also volunteers her time to offer financial education classes to the community.

Being a financial advisor is not just Laura's job; after spending any time with her you will realize it is her passion. She is dedicated to setting goals for people who have a desire to better their financial situation, and as ever the optimist, you will always feel supported under her guidance. Commitment to client service is the foundation of her business. A naturally warm, caring and enthusiastic approach shows her dedication and appreciation for her clients – and may just get you one of her delicious homemade pies!

With her husband Rob and their two grown children, Laura enjoys going on family trips and spending time enjoying the sunshine. Laura has been an active participant in her children's lives but as they move on to their own endeavors, she spends most of her time hiking, biking, backpacking, and taking their RV and boat out and about!            

Email Laura at laurah@resourcefinancial.com

 

Kathryn Lichty *

A native Oregonian, Kathryn graduated from Portland State University with her bachelor’s degree in business management. She immediately started working in the finance field after college and hasn't looked back since. Currently, Kathryn carries her Series 7 securities and Series 66 Investment Advisor Representative registrations, as well as life, health and variable insurances licensed.

 Kathryn’s career began with a national financial marketing company. As Assistant Vice President, she was put in charge of training financial personnel. Kathryn continues to share her passion for financial education by teaching classes through local colleges and employers. She has found her niche at Resource Financial Planning, Inc. where Kathryn is able to bring her 20+ years of experience in business and her knowledge of financial planning together to help all generations plan for their futures through a uniquely personalized and responsive approach.

In her free time, you will find Kathryn hiking, camping and traveling with her family in the beautiful Pacific Northwest. She has a love of animals and especially for her dog Rosie and her two adopted cats, Mia and Milo, who like to help her with the back yard gardening. She enjoys reading a good book, listening to music, a good morning run, and cheering for the Portland Trail Blazers.

Email Kathryn at kathrynl@resourcefinancial.com

 

Ryan McCarthy *

Ryan has over thirteen years of experience in the financial services industry. He began his career in investment banking where he worked for Thomas Weisel Partners in San Francisco. While there, he discovered that the aspect of finance that he enjoys the most, is working with individuals and families.  

Ryan takes an individualistic approach with each client. He understands that in order to help people achieve their goals they need to identify their strengths, obstacles and opportunities. Ryan is a strong believer that each individual should have a plan for the present and future. Along with other advisors at Resource Financial, he teaches financial education classes as an adjunct instructor through Portland Community College.

In his spare time, Ryan enjoys traveling with his wife, playing music and watching sports. Every year Ryan and his wife enjoy attending the Pebble Beach Pro-Am Golf Tournament in Carmel, CA.

Ryan holds Series 7 and Series 24 securities registrations. He also holds Series 63 and 65 Investment Advisor Representative registrations and is life, health and variable insurance licensed. Ryan has a degree in Economics with a concentration in Financial Management from Cal Poly, San Luis Obispo.

Email Ryan at ryanm@resourcefinancial.com

 

Libby Sheridan *

Libby has worked in the financial services field for twenty years, taking time off to raise her family, and has been with Resource Financial Planning for seven years.  She grew up in California, went to college at UC Santa Barbara, enjoyed living and working in Boston, and finally moved to Portland where she belongs. 

Libby has worked with most of the Resource advisors and continues to be happily challenged with the endless learning opportunities. Libby holds Series 7 and Series 66 registrations and is also a Registered Principal with a Series 24 registration. Outside of work, Libby enjoys the outdoors while hiking, biking, and gardening with her dog Molly nearby. 

Email Libby at  libbys@resourcefinancial.com

 

Lindy Rance

Lindy

The friendly voice on the phone and smiling face you see when visiting our office, belongs to Lindy. As our Administrative Specialist since 2011, Lindy meets, greets and always makes clients feel welcome as they walk through our door. Among her many responsibilities, she handles accounting, client record maintenance and marketing support. Lindy has lived in Oregon since 1989, was raised in Southern California and graduated with a BA in Sociology from Idaho State University.

In her free time, Lindy enjoys traveling with her husband in their camper van, visiting friends and family, long walks, reading and gardening. Not registered with Royal Alliance Associates, Inc.

Email Lindy at lindyr@resourcefinancial.com

 

 

Lisa McConnell

LisaLisa has been with Resource Financial Planning for over ten years.  A valuable member of our team, she handles all of the marketing duties supporting the company's financial education courses through Portland Community College.  With nineteen years of experience in the financial services industry, Lisa brings her professional and personable approach to supporting the clients of Larry Fry.

Lisa and her husband are native New Yorkers who have been happily transplanted in Portland. An avid fan of the local dining scene and Oregon's wine country, she cannot imagine living anywhere else.  Lisa enjoys running and participating in local races, traveling, and the pursuit of the next great food find. Not registered with Royal Alliance Associates, Inc.

Email Lisa at lisam@resourcefinancial.com

 

Matthew Moore

Matthew

Born and raised in Oregon, Matthew holds a bachelor's degree in Finance from the School of Business Administration at Portland State University and is the first man in his family to earn a college degree. He believes that success is achieved through building and maintaining personal relationships with clients and colleagues. Matthew's future goals are to become fully licensed within 2 years and then educate the younger generation about money management. He hopes to lead the new generation of investors to financial stability for the future.

As any good Oregonian, Matthew spends most of his free time outdoors; whether hunting and fishing with his family or camping and hiking with his friends. He also enjoys playing guitar, as well as listening to and producing music. Not registered with Royal Alliance Associates, Inc.

Email Matthew at mattm@resourcefinancial.com

 

Monique Platz

Monique joined Resource Financial Planning as an intern and now works part time while enrolled as a student at Portland Community College. Though she currently majors in nursing, Monique may have discovered a new-found passion for financial planning.

Growing up in Portland, she is very fond of all things outdoors. In her spare moments away from work or school, Monique enjoys biking around the many parks, creating digital art and reading. Not registered with Royal Alliance Associates, Inc.

Email Monique at moniquep@resourcefinancial.com

 

 

 

Tammy Gann

Tammy has been with Resource Financial Planning since 1999 and handles numerous administrative duties for the team.  Originally a native of Kansas, Tammy has called Portland home for the last several decades. Having never lost her Midwest charm, Tammy’s warm and courteous demeanor can be felt throughout the office and with our clients.

When Tammy isn’t working, she enjoys spending time with her fully grown children and her wonderful granddaughter, Gracie.   She also loves scrap booking, camping with her family and keeping her cat, Tiki, out of trouble. Not registered with Royal Alliance Associates, Inc.

Email Tammy at tammyg@resourcefinancial.com

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