Broker Check
Presidio Wealth Management

Team

Meet Our Financial Professionals in Salt Lake City, Utah

At Presidio Wealth Management, we challenge ourselves to be different. We strive to constantly show you our unique qualities and how we stand out from the average firm. One of the ways we aim to do this is by building a team of dedicated professionals. While we have diverse backgrounds, we all share a passion for making a difference in your life. We believe these are just a few of the reasons our firm has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) in 2013 as one of the Premier Advisors of Utah.*

*Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.

 

S. Parker Christiansen, PPC™

CEO / Wealth Advisor

(801) 290-3201

parker@presidiowealth.com

Parker Christiansen is the founder of Presidio Wealth Management with nearly two decades of experience in the financial services industry.

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Taylor Dance

Director of Retirement Plan Services

(801) 290-3201

taylor@presidiowealth.com

Taylor Dance is the Director of Retirement Plan Services with Presidio Wealth Management. With nearly a decade of experience in the financial services industry, he specializes in retirement plan management.

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Kelly Holtman

Wealth Advisor

(801) 290-3173

kelly@presidiowealth.com

Kelly Holtman is the Operations Manager with Presidio Wealth Management. She ensures the daily operations of the firm run smoothly, assisting with client services, trading, marketing, and compliance. She is experienced in compliance...

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Connie Christiansen

Marketing Director

801-290-3201

Connie Christiansen is the Marketing Director of Presidio Wealth Management with more than a decade of experience in marketing.

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Phil Troyer

Chief Compliance Officer

ptroyer@riaadvisor.com

Phil Troyer serves as Resources’ Chief Compliance Officer and is responsible for the firm’s overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years. His prior...

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James Battmer

Chief Investment Officer

jbattmer@riaadvisor.com

James Battmer currently serves as Chief Investment Officer for Resources Investment Advisors. In his role, James is responsible for providing executive oversight of the firm’s investment strategy and execution, in addition to...

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