Brianna Tabilas,

Since joining the team in 2018, Brianna has worn multiple hats – creating investment proposals, reviewing client accounts and evaluating individual securities.

Fascinated with investments and the opportunity to learn more each day, Brianna’s investment analyses seek to ensure that each client’s risk profile and investment allocation align with their goals. She also prepares and provides client performance review reports to David that measure progress being made toward short- and long-term goals.

Brianna is a graduate of the University of Guam, where she earned a Bachelor of Business Administration degree with a concentration in finance and economics. Brianna resides in Dededo and is always up for new travel adventures, or just a good game of basketball.