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Our Team

Steve Woods

503-245-3110

503-244-7452

[email protected]

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...

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Larry Fry

503-245-3110

503-244-7452

[email protected]

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...
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Sue Barnes

503-245-3110

503-244-7452

[email protected]

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...

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Laura Holcombe

503-245-3110

503-244-7452

[email protected]

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...

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Kathryn Lichty

503-245-3110

503-244-7452

[email protected]

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,...

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Ryan McCarthy

503-245-3110

503-244-7452

[email protected]

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...

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Libby Sheridan

503-245-3110

503-244-7452

[email protected]

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,...

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Lindy Rance

503-245-3110

503-244-7452

[email protected]

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....

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Lisa McConnell

503-245-3110

503-244-7452

[email protected]

Lisa 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...
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Matthew Moore

503-245-3110

503-244-7452

[email protected]

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...

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Monique Platz

503-245-3110

503-244-7452

[email protected]

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...

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Tammy Gann

503-245-3110

503-244-7452

[email protected]

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...

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Heather Landefeld

503-245-3110

503-244-7452

[email protected]

Heather was born in Utah, raised in Massachusetts, and set roots here in Oregon eight years ago. A recent graduate of Portland State University, she was a part of Alpha Chi Omega. Heather is currently studying at George Fox University...

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Katy McDonald

503-245-3110

503-244-7452

[email protected]

A native Oregonian, Katy graduated from Portland State University with a major in Sociology and a minor in French. While researching what path to take, she joined the team at Resource Financial assisting Ryan and Sue, where she seems...

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