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Your Team

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Kathryn Lichty

President, CEO

503-245-3110 ext. 302

kathrynl@resourcefinancial.com

“Go confidently in the direction of your dreams. Live the life you have imagined.” - Henry David Thoreau

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Ryan McCarthy, CFP®

Financial Advisor

503-245-3110 ext. 306

ryanm@resourcefinancial.com

“Wealth is the ability to fully experience life.” Henry David Thoreau

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Laura Holcombe, CFP®

Wealth Advisor

503-245-3110 ext. 307

laurah@resourcefinancial.com

 ‘The road to a friend’s house is never far’ - Author Unknown

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Jake Odegaard

Financial Advisor

503-245-3110 ext. 304

jakeo@resourcefinancial.com

I joined Resource Financial Planning in March of 2021, assisting Kathryn Lichty and her team. I began my career in financial planning as a Paraplanner where I utilized my ability to gather scattered information and bring it together in...
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Michelle Skinner

Operations Manager, Registered Assistant to Kathryn Lichty

503-245-3110 ext. 331

michelles@resourcefinancial.com

I have recently joined Resource Financial Planning as the firm's Operations Manager bringing nineteen years of experience in finance operations, coaching and consulting, training and development and business administration.  I am...

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Lisa McConnell

Non-Registered Assistant to Kathryn Lichty

503-245-3110 ext. 305

lisam@resourcefinancial.com

I have been with Resource Financial Planning for over sixteen years. With over twenty years of experience in the financial services industry, I strive to bring a professional and personable approach to supporting the clients of Kathryn...
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Rhys Lendio, CRPC®

Associate Advisor

503-245-3110 ext. 306

rhysl@resourcefinancial.com

I have been with Resource Financial Planning since 2019 after transitioning from a career path in the collegiate/professional sports communications field. My interest in the financial services industry has expanded over the past few...

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Justinne Vaughan

Non-Registered Assistant to Laura Holcombe

503-245-3110 ext. 303

justinnev@resourcefinancial.com

I started in May 2022 with Laura’s Team at Resource Financial Planning, offering over eight years of experience servicing people in need. I am transitioning my bedside skills and expertise to cultivate relationships to help pay it...

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John Gooding

Non-Registered Assistant to Laura Holcombe

503-245-3110 ext. 308

johng@resourcefinancial.com

I started at Resource Financial in February 2022 as an assistant on Laura’s team. Born and raised locally in Southwest Portland, I moved back home after graduating from Oregon State in 2020 with a degree in economics. My

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Jazmyn LeVieux

Non-Registered Assistant to Kathryn Lichty

503-245-3110 ext. 314

jazmyns@resourcefinancial.com

I joined Resource Financial Planning in August 2022 as a financial planning assistant to Kathryn Lichty.After spending many years as a professional childcare provider, I decided to change course and move to the financial industry...

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James Wilson

Non-Registered Assistant to Kathryn Lichty

503-245-3110 ext. 312

jamesw@resourcefinancial.com

I joined Resource Financial Planning as part of Kathryn Lichty’s team in May 2023 after transitioning from a career in engineering to finance. I enjoy interacting with clients and helping them in any way I can to reach their...

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Lauren Garrett

Office Administrator

503-245-3110 ext. 300

laureng@resourcefinancial.com

I joined the Resource Financial Planning team in June 2023 with over seven years of client support in the property management world.Throughout my career I have learned how much office organization and teamwork, along with great...

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