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 20 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.
Partner, Chief Investment Officer
Orest Saikevych has over 35 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.
ASHLEY WILKEN, CFP®
Senior Wealth Manager, Portfolio Manager
Ashley Wilken heads up The Rice Partnership’s office in San Luis Obispo, California. Ashley 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 professional as well as a portfolio manager.
A veteran financial advisor with nearly 40 years of experience, Tony Brizzolara is a Portfolio Manager at our San Luis Obispo office. The SLO native and Cal Poly business grad draws upon his extensive knowledge and expertise to analyze, select and monitor portfolio holdings for our wide range of clientele. Mr. Brizzolara is an active philanthropist who has served on a number of non-profit boards over the years.
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 top tier 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.
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. 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. Tajiri graduated with a BA from the University of Hawaii-Manoa and holds an Accredited Asset Management Specialist (AAMS) designation. She is active in the community with her volunteer work for Hawaii DECA and Boys and Girls Club of Hawaii.
Office Manager, Client Service Administrator
With over 15 years of experience in finance and client services, Ms. Young is the firm’s Office Manager. Prior to joining The Rice Partnership, Lia was 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.
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