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Emma Whitlock

Emma Whitlock

Financial Planning Assistant to Kathryn Lichty

5032453110 x313

emmaw@resourcefinancial.com


 

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