Your Team
Kathryn Lichty
President, CEO
503-244-7452
kathrynl@resourcefinancial.com
“Go confidently in the direction of your dreams. Live the life you have imagined.” - Henry David Thoreau
Ryan McCarthy, CFP®
Financial Advisor
“Wealth is the ability to fully experience life.” Henry David Thoreau
Laura Holcombe, CFP®
Wealth Advisor
503-244-7452
‘The road to a friend’s house is never far’ - Author Unknown
Jake Odegaard
Financial Advisor
Jake joined Resource Financial Planning in March of 2021, assisting Kathryn Lichty and her team. He began his career in financial planning as a Paraplanner where he utilized his ability to gather scattered information and bring it...
Lisa McConnell
Assistant to Kathryn Lichty
Lisa has been with Resource Financial Planning for fifteen years. With over twenty years of experience in the financial services industry, Lisa brings her professional and personable approach to supporting the clients of Kathryn Lichty...
Rhys Lendio, CRPC®
Associate Advisor
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...
Adrienne Guzman
Assistant to Ryan McCarthy
adrienne@resourcefinancial.com
Dave Acker
Operations Assistant
I joined Resource Financial Planning in April of 2023 as the Operations Assistant along with providing additional support to Kathryn Lichty’s professional team.I bring 10 years of experience in the financial services industry to...
James Wilson
Assistant to Kathryn Lichty
Jazmyn LeVieux
Assistant to Kathryn Lichty
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...
John Gooding
Assistant to Laura Holcombe
I started at Resource Financial in February 2022 as an assistant for Laura’s team. I was born and raised locally in Southwest Portland, and moved back home after graduating from Oregon State in 2020 with a degree in economics. I...
Justinne Vaughan
Assistant to Laura Holcombe
justinnev@resourcefinancial.com
I started in May 2022 with Laura’s Team at Resource Financial Planning, offering over 8 years of experience servicing people in need. I am transitioning my bedside skills and expertise to cultivate relationships to help pay it...
Lauren Garrett
Office Administrator
I joined the Resource Financial Planning team in June 2023 with over 7 years of client support in the property management world.Throughout my career I have learned how much office organization and teamwork, along with great...