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 the RFP team. I enjoy discovering ways to optimize our office logistics as we help clients achieve their financial goals. I take pride in problem solving while keeping a smile on my face as we adjust to the constantly shifting financial landscape.
Prior to joining the financial services field I spent 2 years in Honduras as a Peace Corps volunteer. Through this incredible experience I gained the tools to effectively present complex ideas to audiences of varying comfort with the subject material.
Born and raised in Portland I love my Oregon Ducks and the Trailblazers. If I’m not rooting on my favorite teams, I never miss the opportunity to get out and explore what this great state has to offer. Rain or shine!
Professional Designations and Licenses:
FINRA series 7, 6 and 63
Life, Health and Variable Insurance Licensed
Education:
University of Oregon- Bachelor of Arts in Business Administration with a Minor in Economics