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James Wilson

James Wilson

Assistant to Kathryn Lichty

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 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.


 University of Arizona- Bachelors in Systems Engineering with a Minor in Engineering Management