Bonnie Rice and her team have been trusted wealth advisors for individuals and families, foundations, and endowments for over 30 years. Serving clients throughout Hawaii and California.


Principal, Chief Compliance Officer, Director of Client Services

Bringing over 30 years of experience to her clients, Ms. Rice was co-partner of GBR Wealth Management and Director of Private Client Services with East West Wealth Management. She has also spent over 14 years servicing both institutional and private investment clients at Bishop Street Capital Management, BancWest Corporation and BNP Paribas, as Vice President and Senior Investment Officer. Ms. Rice is a Certified Trust and Financial Advisor (CTFA) and a Chartered Financial Consultant (ChFC).


Partner, Chief Investment Officer

Orest Saikevych has over 40 years of experience as a portfolio manager in Hawaii. Prior to joining The Rice Partnership, Mr. Saikevych managed equity portfolios, fixed income and tax-exempt portfolios for Central Pacific Bank. He also managed multi-million dollar mutual funds for Bank of Hawaii and First Hawaiian Bank.


Partner, Senior Wealth Manager 

Sarah Bredhoff is Senior Wealth Manager in charge of our Maui office. Born and raised in Kaupo, she brings over 20 years of experience in the financial services industry to her clients on the Valley Isle. Previously, Ms. Bredhoff was Vice President and Private Banking Officer at First Hawaiian Bank, handling investments, trust administration and estate planning for high net worth families and individuals. She earned a BA degree from St. Mary’s College of Maryland.


Senior Wealth Manager, Portfolio Manager

Ashley Wilken heads up The Rice Partnership’s office in San Luis Obispo, California. Ms. Wilken is a Cal Poly graduate with a degree in Agribusiness and an MBA with a concentration in Agribusiness. Previous to The Rice Partnership, she worked as a commercial and agricultural lender in San Luis Obispo County. Ms. Wilken is a CERTIFIED FINANCIAL PLANNERTM and NFLPA Registered Player Financial Advisor.


Senior Wealth Manager

Cathy Tajiri is a Senior Wealth Manager in our Honolulu office. She has been assisting clients with a wide range of financial needs for over 20 years. Ms. Tajiri was a former Vice President and Relationship Manager with The Private Bank at Bank of Hawaii. She was also a Vice President and Financial Consultant with Charles Schwab for almost 18 years. Ms. Tajiri graduated with a BA from the University of Hawaii-Manoa and holds an Accredited Asset Management Specialist (AAMS) designation.


Partner, Operations Manager, Senior Client Service Administrator

With over 20 years of experience in finance and client services, Ms. Young is the firm’s Operations Manager. Prior to joining The Rice Partnership, she was the Senior Accountant for the Hawaii Community Foundation, responsible for the core accounting functions of the Foundation’s operating fund, payroll management and benefit administration and compliance. Ms. Young holds a Bachelor of Business Administration degree from the University of Hawaii-Manoa.


Portfolio Manager

Ryan Luna is a Portfolio Manager at our San Luis Obispo office. He brings over 16 years of proven expertise in financial analysis, investment solutions and market strategies to our broad range of clientele. Prior to joining the firm, Mr. Luna managed multi-asset portfolios for a $10.5 billion investment advisor. He has B.A.’s in Political Science and History from the University of California, Riverside, and an M.B.A. with a concentration in Finance from the University of Southern California. He holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute™, and taught in conjunction with Yale School of Management.

Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (, successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”

Get in touch

Copyright. The Rice Partnership. All Rights Reserved

Disclaimer       |       Privacy statement       |      Form CRS       |       Current Openings

OAHU OFFICE 1099 Alakea Street, Suite 2510 • Honolulu, Hawaii 96813 T: 808.585.7788 | Map

MAUI OFFICE 444 Hana Highway, Suite 203 • Kahului, Hawaii 96732 T: 808.446.8299 | Map

CALIFORNIA OFFICE 1304 Santa Rosa Street • San Luis Obispo, CA 93401 T: 805.517.4122 | Map