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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™

Wealth Advisor

(801) 290-3201

(801) 416-1850

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

1-801-416-1850

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

Operations Manager

801.290.3173

801.416.1850

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.

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Connie Christiansen

Marketing Director

801-290-3201

1-801-416-1850

connie@presidiowealth.com

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

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