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Meet the Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Before our firm’s inception, our founder, Ute Scott-Smith, had the idea to combine her financial skills with her daughter Risa’s passion and knowledge for environmental justice. As a result, the mother-daughter team created a business focused on climate-conscious investing, and Green Leap Financial was born. Over the course of developing the firm, Ute and Risa have created a powerful duo with a wide range of skill sets that cater to multiple generations.

Ute Scott-Smith, ChFC®, CDFA®

Financial Advisor

707-523-0570

uscott-smith@wisdirect.com

As a Financial Advisor, I have dedicated my career to helping clients manage their investments and make smart money decisions as they navigate major life transitions towards financial security. I believe that my 25 years of experience in the financial services industry has allowed me to bring a wealth of knowledge, a strong financial background, and an analytical perspective to our firm. I strongly believe in educating my clients on financial issues and raising financial awareness in the public.

From a young age, I have always been fascinated by money. Even as a child, my favorite game was Monopoly, which sparked my interest in finance. After spending several years in corporate finance, I yearned for more independence and a more meaningful career. That's when I decided to start my own practice and focus on Sustainable, Responsible, and Impact investing (SRI). Motivated by helping clients navigate their financial lives and practicing the SRI aspect of the business, I find great fulfillment in my work. I strongly believe that the greatest value I can provide for my clients is helping them figure out their next steps towards financial prosperity.

When I'm not assisting clients, I enjoy various hobbies that bring balance to my life. Square dancing, knitting, hiking, and traveling are among my favorite activities.

Risa Scott-Smith

Associate Advisor

rscott-smith@wisdirect.com

As an Associate Advisor at Green Leap Financial, I take immense pride in bringing a fresh perspective to the firm, infusing it with creativity and empathy to help young people overcome their financial struggles.

I started my academic journey at the University of Hawaii at Manoa, where I obtained a degree in environmental earth science. This educational background ignited my passion for environmental sustainability and social justice. It was during my studies that I first discovered the concept of shareholder activism, which captivated my interest. Learning about how individuals could use their investments to drive positive change in environmental and social issues was a revelation. I firmly believe that sustainable investing allows individuals to achieve their financial goals while simultaneously making a tangible impact on the world around them.

Joining Green Leap Financial was a dream come true for me. I was not only excited to work alongside a seasoned professional, but also to incorporate my knowledge of environmental sustainability into the financial world. This opportunity enables me to guide young clients towards financial success while aligning their investments with their values on sustainability.

Beyond my professional endeavors, I cherish my personal interests and relationships. In my free time, you can find me snowboarding down the slopes, playing soccer with friends, nurturing my garden, exploring hiking trails, and embarking on exciting travel adventures.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.