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Your Team

Kathryn Lichty

President, CEO

503-245-3110

503-244-7452

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

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

503-244-7452

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

jakeo@resourcefinancial.com

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...

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Lisa McConnell

Assistant to Kathryn Lichty

503-245-3110

lisam@resourcefinancial.com

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...

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Rhys Lendio, CRPC®

Associate Advisor

503-245-3110

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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Adrienne Guzman

Assistant to Ryan McCarthy

5032453110

adrienne@resourcefinancial.com

I joined the team at Resource Financial Planning in 2022 after graduating from Pacific University with a bachelor’s in Mathematics and minors in both Business and Spanish. As a native Oregonian, I found my love for the outdoors...
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Dave Acker

Operations Assistant

503-245-3110

davida@resourcefinancial.com

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...

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James Wilson

Assistant to Kathryn Lichty

503-245-3110

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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Jazmyn LeVieux

Assistant to Kathryn Lichty

503-245-3110

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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John Gooding

Assistant to Laura Holcombe

503-245-3110

johng@resourcefinancial.com

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...

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Justinne Vaughan

Assistant to Laura Holcombe

503-245-3110

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...

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Lauren Garrett

Office Administrator

503-245-3110

laureng@resourcefinancial.com

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...

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