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Kyle Agena

Kyle Agena

Financial Planning Assistant

5032453110

kylea@resourcefinancial.com

lucasandlaurateam@resourcefinancial.com

I joined Resource Financial Planning in September 2026 as an assistant on Lucas and Laura's team after graduating from Lewis & Clark College with my Bachelor's in Economics and Psychology. 

 Born and raised in Oahu, Hawaii, I have always loved city life and nature, a balance I continue to embrace here in Oregon. When I’m not at work I enjoy hiking, reading, cooking, baking, gaming, and spending time with family and friends.

 I have a passion for helping people navigate their financial lives and work toward the goals that matter most to them.

I am not registered with Osaic Wealth, Inc.