Broker Check

Team

Scott is the president of B3 Wealth Strategies and is passionate about the relationship he has with his loyal clients and staff members. With more than 35 years of experience...

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Alex has always been interested in the financial services industry and after graduating from Biola University with a degree in Business Management, he started with B3 Wealth Strategies and is now working as a wealth advisor at the firm...

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Spencer is one of the firm’s wealth advisors and has always been interested in the financial services industry. He graduated with honors from Pacific Lutheran University with a degree in Business Administration with an emphasis in...

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Jess Olson

Client Services Specialist

Jess is our client services specialist at B3 Wealth Strategies and takes charge of managing the calendar, assembling meeting agendas, and other administrative tasks. She enjoys being able to provide great customer...

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Tiffany Cote'

Chief Compliance Officer and Operations Manager

Tiffany is our Chief Compliance Officer and Operations Manager. She oversees the overall office compliance and operations, including marketing tasks, event planning and client services

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Risha Okada

Client Relationship Specialist

Risha (think Trisha without the T) is our newest member and will be a Client Relationship Specialist and the new voice that answers the phones and face that greets you when you come into the office. Risha brings with her over 3...

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