Meet the Team

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

In my journey to becoming a financial advisor, I met with a family member as a young adult, who taught me some important principles about saving, investing and debt. Following my family’s creed of working hard, I became the first person to graduate college. I immediately set off working in the financial services field and went on to train financial professionals across the US as an Assistant Vice President of a national financial firm.

My life took an important turn after having 2 wonderful children and I decided to balance work with family priorities as many of you have had to do. I continued to teach business classes during this time.

After joining Resource Financial, I taught a financial management course and took on the role of President and CEO of the firm. As a business owner and entrepreneur over the last 25+ years, I’ve been able to assist my clients in clarifying their financial picture by explaining complex topics in simple terms. I work hard at listening (something I learned from raising kids), so I can put a plan in place that is meaningful. It’s not only the big plans, but the curveballs in life that I can assist with. I have been able to help multiple generations of the same family, and it’s exciting to pass the torch of knowledge on.

In my free time, my husband and I enjoy traveling locally to central Oregon and the beach and hiking anywhere in the Pacific Northwest as well as trying out local wineries. I also love to cheer on the Portland Trailblazers.

Professional Designations and Licenses:

Registered Investment Advisor Representative

FINRA Series 7, 66, 24 and 51

Life, Health and Variable Insurance Licensed

Financial Planning Association Member

Education:

Bachelor of Science in Business Management with a minor in Psychology from Portland State University

“Accept the things to which fate binds you, and love the people with whom fate brings you together, but do so with all your heart” – Marcus Aurelius

I joined Resource Financial Planning in 2021, where I work closely with Kathryn on client planning, portfolio management, and investment strategy. Since joining the firm, I have played an active role in developing and implementing financial strategies for individuals and families across the practice.

I entered the financial industry in 2019 and am deeply involved in our collaborative, team-based approach to advising, helping ensure clients receive thoughtful guidance, continuity, and personalized attention as their financial needs evolve over time. In addition to my client-facing responsibilities, I am also involved in broader planning, firm oversight, and operational initiatives across the practice. I started my career in financial planning as a paraplanner, where I built a strong foundation in comprehensive wealth management and long-term financial strategy. Prior to entering the financial industry, I worked within a family business founded by my great-grandfather, which gave me valuable perspective on business operations, long-term planning, and relationship-driven service.

I believe strong financial advice begins with trust, clear communication, and consistency. My goal is to help clients make informed decisions with clarity and confidence through a straightforward and thoughtful approach.

Outside of work, I enjoy golfing, cooking, and bowling. I also spend most of my time outside the office with my wife, daughter, and our pets.

Professional Designations and Licenses:

Accredited Portfolio Management Advisor™ (APMA®)

Registered Investment Advisor Representative (IAR)

General Securities Principal (FINRA Series 24)

FINRA Series 7 and 66 Licensed

Life, Health, and Variable Insurance Licensed

 Registered Advisor with Osaic Wealth, Inc. 

ryanmteam@resourcefinancial.com

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

I began my professional journey in financial services seventeen years ago, but long before that my fascination for personal finance was sparked by my first after school job. With some sage advice from my father, I chose to invest those hard earned dollars and learned the powerful concept of time value of money.

Fast forward to today, the same principle holds true, but there are many more complex areas of financial planning that we face. I help you navigate these financial complexities to take advantage of all that life has to offer. Whether it is wealth management, retirement income planning, or dealing with an unexpected life change, we work together to create a plan unique to your goals and values.

Outside of the office, I enjoy spending time with family and running with my crazy dog, Dexter. You can also find me at the range working on my golf swing and playing guitar.

Professional Designations and Licenses:

CERTIFIED FINANCIAL PLANNER™

FINRA Series 7, 24, 63, and 65

Life, Health, and Variable Insurance Licensed

Education:

California Polytechnic State University, San Luis Obispo, CA

Bachelor of Science in Economics with a Concentration in Financial Management

ryanmteam@resourcefinancial.com

As a dedicated member of the team since 2019, I have a strong passion for helping clients navigate complex financial landscapes. With years of experience in the industry, I am committed to providing tailored solutions that align with each client’s unique goals and values.

Before joining Resource Financial Planning, I worked in the collegiate and professional sports communications field. Today, I truly value the daily interactions I have with clients and enjoy witnessing individuals optimize their lives in retirement.

In addition to my professional work, I volunteer my time and expertise to provide financial planning support to underserved individuals, empowering them to build stronger and more secure futures. My goal in these interactions is to ensure that the people I serve have the tools they need to achieve financial success, regardless of their background.

Born and raised in Maui, Hawaii, I developed a passion for soccer, which I continue to play recreationally here in Oregon. When I’m not at work or on the field, I enjoy fishing, golfing, going to the gym, and spending time with family and friends.

Registered with Osaic Wealth, Inc.

Professional Designations and Licenses:

CERTIFIED FINANCIAL PLANNER^TM

CHARTERED RETIREMENT PLANNING COUNSELOR ^SM

CERTIFIED STUDENT LOAN PROFESSIONAL

FINRA Series 7 and 66

Life, Health and Variable Lines Insurance Licensed

Notary Public

Education:

Colorado State University - Master in Finance

Linfield University - Bachelor of Arts in Business Management; Minor in Mass Communications

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

Being a financial advisor is not just my job, it is my passion. I am dedicated to helping people who have a desire to better their financial situation and I love helping my clients decide/determine what their next chapter will look like.

I have worked in the financial services areas since 1985 and am committed to bettering the community by spreading the word of financial responsibility to young and old. I honed my speaking skills at the local Toastmasters international, and along with the other advisors at RFP, teach classes throughout the year at Portland Community College as an adjunct faculty member, at local businesses, and volunteer my time offering financial education classes to the community.

My clients know I am there for them – they understand that I am accessible and welcome their inquiries, comments and concerns. They have come to expect that I do what’s right for them, and they feel informed, comfortable, confident and at ease as they look toward their future. Commitment to client service is the foundation of our business.

My enthusiasm and appreciation for my clients is apparent and I wouldn’t be in this business if it wasn’t for the wonderful people I get to work with every day.

My children are grown but my husband and I still enjoy going on family trips and looking for sunny places to visit. I spend most of my time working in my garden, hiking and taking our RV and boat out and about!

Professional Designations and Licenses:

CERTIFIED FINANCIAL PLANNER™

Registered Investment Advisor Representative

FINRA Series 7, 66

Life, Health, and Variable Insurance Licensed

Education:

Bachelor of Science in Management Science with a Concentration in Computer Science from Oregon State University

”It’s not about timing the market but time in the market.” - Kenneth Fisher

Raised in Dayton, OR I grew up working for family farms and learning the value of hard work. It wasn’t until I was at Oregon State University where I became interested in how the money supply/demand, interest rates, inflation, unemployment etc. all affect how our economy functions on a large and small scale.

In 2017 I traded my Carhart’s and work boots for a suit and tie and started helping people build a game plan around their finances. I work with individuals, families, and businesses to build personalized financial plans, with a primary focus on retirement planning, wealth management, and wealth preservation strategies. Working with an independent financial planning firm, I provide tailored solutions for each client’s unique situation and maintain a high level of service as their lives evolve.

During my leisure time, I enjoy spending time with my wife and our friends and family, playing golf, wine tasting, traveling, attending church, trying new restaurants and smoking meat on my pellet smoker.

Registered Advisor with Osaic Wealth, Inc.

Professional Designations and Licenses:

Registered Investment Advisor Representative 

FINRA Series 7 & 66

Life, Health and Variable Insurance Licensed 

Education:

Oregon State University

Bachelor of Science in Economics, College of Liberal Arts

kathrynlteam@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 a Registered Assistant with an MBA in Human Resources. As the daughter of a Marine, I have moved all over the country (more than 20 times) and made Oregon my permanent home in 2018. I am blessed with two daughters, one son and one grandson. My husband and I spend our free time fishing for Salmon or kayaking with our dogs, Truman and River.

Registered with Osaic Wealth, Inc.

Professional Designations and Licenses:

FINRA Series 65

Notary Public

Education:

Montana State University – Bachelor of Science in Education

Capella University – Master Business Administration with a concentration in Human Resource Management

I recently joined Resource Financial Planning with an extensive background in animal welfare, public service, and administration. I’m currently pursuing my master’s in Digital Marketing and have a bachelor's in Communication and ASL Studies.

Outside of work, I enjoy hiking with my dog, going to the gym, swimming, and reading. I also volunteer with my local library and serve as Promotions Co-chair for the Beaverton Downtown Association.

I joined Resource Financial Planning in 2025, bringing my background in sociology and experience working with nonprofits to better understand and serve clients. I am dedicated to client care, and I am excited to further my knowledge of the financial industry.

 Outside of work, I enjoy spending time outdoors with my dogs, exploring Portland’s restaurants, gardening, and traveling.

Education:

University of Montana- Bachelor of Arts in Sociology

kathrynlteam@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.

As a recent transplant to Portland after living in Eugene following my attendance at the University of Oregon, I enjoy exploring the city and trying as many restaurants as I can.

I am not registered with Osaic Wealth, Inc.

kathrynlteam@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 our advisors to help our clients reach their financial goals. I am excited to further my knowledge in the financial industry while continuing to provide outstanding support to Kathryn and her clients.

In my free time I enjoy exploring Portland’s food scene and hiking with my dog.

Education:

University of Arizona- Bachelors in Systems Engineering with a Minor in Engineering Management

I am not registered with Osaic Wealth, Inc.

laurahteam@resourcefinancial.com

ryanmteam@resourcefinancial.com

I joined Resource Financial Planning in August 2022 as an assistant on both Ryan and Laura’s team after graduating from Pacific University with my Bachelor’s in Mathematics.

As a native Oregonian, I found my love for the outdoors and enjoy running, playing tennis, and exploring the natural beauty Oregon has to offer. Outside of work, you can also find me cheering on my favorite sports teams with my husband and our dog.

Since joining Resource Financial Planning, I found a passion for working with our clients to reach their financial goals, and am excited to further my education in finance.

I am not registered with Osaic Wealth, Inc.

laurahteam@resourcefinancial.com

ryanmteam@resourcefinancial.com

ryanmteam@resourcefinancial.com

I joined Resource Financial Planning in October 2024 as a financial planning assistant to Ryan McCarthy. With a strong background in administrative roles, I’m eager to contribute to the firm’s efforts in helping clients reach their financial goals.

Originally from Chicago, I relocated to Portland, Oregon in 2011 after falling in love with the natural beauty and vibrant culture of the Pacific Northwest. Outside of work, I enjoy hiking, gardening, crocheting, and cozying up with a good book.

I am not registered with Osaic Wealth, Inc. 

I joined Resource Financial Planning in 2025 as a Financial Assistant on Lucas’s and Laura's team. With experience in management consulting and data analysis, I bring a detail-oriented and analytical approach to problem solving. I am excited to continue building my career in finance and business analysis while supporting our clients in reaching their financial goals.

Education:

University of Oregon - Bachelor of Science in Business & Economics - Pre Law

I am not registered with Osaic Wealth, Inc. 

I joined Resource Financial Planning in 2025 as a Financial Assistant on Lucas and Laura's team. With a background in investor relations and financial analysis, I bring a passion for helping clients with their financial needs and helping them reach their long term goals. I am excited to continue my career in the financial industry and further my knowledge through supporting our clients. 

In my free time I enjoy spending time with family and friends, traveling, the outdoors and watching/playing sports with friends.

 
Education:

Oregon State University - Bachelor of Science in Finance