Risha Okada

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 years of experience working with financial planning and investment management clients and her attention to detail made her invaluable to her last advisory team!

Risha and her husband recently moved to Washington from the Bay Area and she enjoys reading, hiking and is looking forward to exploring the Pacific Northwest.