James Wilson
Financial Planning Assistant to Kathryn Lichty
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.