The Rice Partnership, LLC

Tyler Sanchez is a financial advisor at The Rice Partnership, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, UBS Financial Services, and Domus Capital Group. Prior to his advisory career, he was involved with the San Luis Obispo Country Club and California Polytechnic State University. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, and estate-planning assistance. The firm emphasizes tax-aware, long-term investment strategies and supplements its core offerings with external managers and specialized services.

Brian Tokuuke is a CFA® charterholder with two years of industry experience. He has worked at The Rice Partnership, LLC since 2024 and previously spent nine years at First Hawaiian Bank. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm offers tax-aware, long-term oriented investment programs customized to client objectives and supplements its core strategies with external managers and specialized offerings.

Sarah Bredhoff is a financial advisor with The Rice Partnership, LLC in Honolulu, HI. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has been with The Rice Partnership since 2016. The Rice Partnership serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm offers tax-aware, long-term oriented investment programs customized to client objectives and supplements its core strategies with external managers and specialized offerings.

Ashley Wilken is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Rice Partnership, LLC since 2018. Prior to this, Wilken worked at Umpqua Bank for six years. Outside of financial advising, Wilken consults part-time for Rodan & Fields, a skin care company. The Rice Partnership serves individuals—including high-net-worth clients—pension and profit-sharing plans, businesses, and charitable organizations with services including discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach with a focus on core equity companies generating free cash flow, active fixed-income management, and international allocations primarily through low-cost ETFs.

Cathy Tajiri is a financial advisor at The Rice Partnership, LLC in Honolulu, HI, with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Bank of Hawaii. She also has an affiliation with Wealthjar Investment Advisory, LLC. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm offers customized, tax-aware, and long-term oriented investment programs, utilizing a core equity focus on companies with free cash flow and low turnover, active fixed-income management, and international allocations via low-cost ETFs.

William Lockwood is a CFA® charterholder based in San Luis Obispo, CA, with experience spanning roles at Clean Energy Capital Securities, Frank, Rimerman + Co., and The Rice Partnership, LLC. He joined The Rice Partnership in 2025. Prior to that, he was employed at WILLING UNEMPLOYMENT and Clean Energy Capital Securities. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm customizes investment programs to client objectives with a tax-aware, long-term approach and supplements its core strategies with external managers and specialized offerings.

Bonnie Rice is a financial advisor at The Rice Partnership, LLC in Honolulu, HI, holding the ChFC® designation and Series 63 license. She has 20 years of industry experience and has been with The Rice Partnership, formerly GBR Wealth Management, since 2005. The Rice Partnership serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach with customized programs focusing on core equity, active fixed-income management, and international allocations, complemented by satellite strategies and third-party manager relationships.

Steven Schoenfeld is a financial advisor at The Rice Partnership, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 12 years. Outside of his advisory role, he provides consulting services to the board of Delta Tau Alumni LLC, assisting with the management of the fraternity's investment assets. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach and supplements core strategies with external managers and specialized offerings.

Orest Saikevych is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Wealthjar Investment Advisory, LLC and has been with The Rice Partnership, LLC since 2013. Wealthjar Investment Advisory provides discretionary investment management along with individual financial planning and estate-planning coordination to a diverse client base that includes both high-net-worth and non-high-net-worth individuals. The firm primarily uses exchange-traded funds across various strategies and integrates ongoing financial-planning and estate-plan coordination with third-party attorneys.

Jacob Simons is a CFP® with over 11 years of experience in the financial industry, currently serving as an advisor at The Rice Partnership, LLC. His prior experience includes roles at Central Pacific Bank and Bank of Hawaii. He serves as Treasurer for the Maui Ocean Center Marine Institute, a nonprofit focused on ocean conservation. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with customized, tax-aware investment programs and financial planning services. The firm emphasizes long-term strategies and offers multi-family office services, incorporating both internal management and external specialists.