Briana brings a unique blend of analytical expertise and personal passion to her role as a financial planning professional. With a Bachelor of Science in Psychology from the University of Oregon, where she graduated with honors, Briana honed her skills in understanding human behavior and decision-making processes. Her tenure as a Consultant in Deloitte’s AI and Data practice further sharpened her analytical capabilities and technological acumen.

Inspired by the profound impact of her own financial advisor, Briana transitioned into financial planning to help others achieve their financial goals. Her background in psychology and data analysis allows her to approach wealth management with both empathy and precision. Currently pursuing her CFP certification, Briana is committed to continuous professional development to better serve her clients.

A self-described “mountain girl at heart,” Briana recently relocated from Los Angeles to Salt Lake City to embrace the outdoor lifestyle. When she’s not assisting clients, you’ll likely find her skiing down slopes, hiking scenic trails, or paddleboarding on serene lakes. Her adventurous spirit extends to travel, woodworking, and cherishing moments with friends and family.

Briana’s diverse interests and experiences, coupled with her dedication to serving others, make her an asset to our team and to the clients she advises.